Portfolio Advisor

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Aon is looking for a Portfolio Advisor Administrator!  The role is in Massachusetts but will consider virtual employees across the US.Aon, is looking for a Full Time Portfolio Advisor Administrator to support our growing Aon Rewards Solutions subdivision (“Aon Rewards”). As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Aon's Rewards Solution consulting team. As a full time Portfolio Advisor Administrator, you will work with a team of colleagues in multiple locations to provide billing support while meeting tight deadlines.In this role, you will be responsible for providing financial and advisory support to a team of Associates Partners/Directors. Support ranges from data entry to analytical and logistical matters revolving around the Account Managers portfolio. The Portfolio Advisor Administrator will respond promptly, thoughtfully and effectively to changing work environments, changing priorities and new situations. Additionally, the Portfolio Advisor Administrator will possess the skills and ability to communicate effectively and appropriately with internal resources, clients (where applicable), and other parties in a global and virtual working environment. The Portfolio Advisor Administrator is integral to the efficient workflow within the office environment.Position ResponsibilitiesThe primary responsibilities for this position are listed below.Serve as the liaison between consultants and CIS to ensure invoice accuracyUse Software run reports for billing or on request from team membersReview, edit and finalize monthly invoices for project managersEnsure all projects are invoiced fully in a timely mannerWork with contract team to establish correct set up of project codes and track processingMonitor contract end dates and reach out to project managers regarding necessary updatesHandle client specific issues (such as purchase orders, vendor forms and payment information)Monitor revenue delayed by unsigned contractsMonitor and follow up on client account receivables as directed by leadershipManage the status of account and balances and identify any inconsistenciesMeet with project managers to determine invoicing/project requirementsMaintain a flexible approach and attitude towards assisting othersSelf-directed prioritization of work and projectsThis list is not all inclusive; other tasks may vary based on business needDesired Knowledge and ExpertiseAssociates or Bachelor degree or equivalent relevant work experience.Minimum 3 years in an admistrative or operations role preferably within the financial industry.Strong Microsoft Office skills are a must.Attention to detail with strong analytical and organizational skillsStrong communication skills (both written and verbal)Ability to work well under pressure to meet tight deadlines; prioritize multiple projects; and actively work through problemsGood work ethic and ability to work as part of a team and flexible to changing business needsPossesses the drive to continually learn and improvePositive attitude while working with a group of divergent personalities in a demanding and deadline-oriented environmentWe offer youA competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.The salary range for this position is $50,000 - $60,000 annually. This salary range is an estimate and the actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; medical, dental and vision insurance, various types of leaves of absence, paid time off, including sick days and vacation days, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits are governed by the applicable plan documents and policies.Our Colleague Experience:From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.About Aon:Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 2508437,qualifications:UNAVAILABLE,responsibilities:Aon is looking for a Portfolio Advisor Administrator!  The role is in Massachusetts but will consider virtual employees across the US.Aon, is looking for a Full Time Portfolio Advisor Administrator to support our growing Aon Rewards Solutions subdivision (“Aon Rewards”). As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Aon's Rewards Solution consulting team. As a full time Portfolio Advisor Administrator, you will work with a team of colleagues in multiple locations to provide billing support while meeting tight deadlines.In this role, you will be responsible for providing financial and advisory support to a team of Associates Partners/Directors. Support ranges from data entry to analytical and logistical matters revolving around the Account Managers portfolio. The Portfolio Advisor Administrator will respond promptly, thoughtfully and effectively to changing work environments, changing priorities and new situations. Additionally, the Portfolio Advisor Administrator will possess the skills and ability to communicate effectively and appropriately with internal resources, clients (where applicable), and other parties in a global and virtual working environment. The Portfolio Advisor Administrator is integral to the efficient workflow within the office environment.Position ResponsibilitiesThe primary responsibilities for this position are listed below.Serve as the liaison between consultants and CIS to ensure invoice accuracyUse Software run reports for billing or on request from team membersReview, edit and finalize monthly invoices for project managersEnsure all projects are invoiced fully in a timely mannerWork with contract team to establish correct set up of project codes and track processingMonitor contract end dates and reach out to project managers regarding necessary updatesHandle client specific issues (such as purchase orders, vendor forms and payment information)Monitor revenue delayed by unsigned contractsMonitor and follow up on client account receivables as directed by leadershipManage the status of account and balances and identify any inconsistenciesMeet with project managers to determine invoicing/project requirementsMaintain a flexible approach and attitude towards assisting othersSelf-directed prioritization of work and projectsThis list is not all inclusive; other tasks may vary based on business needDesired Knowledge and ExpertiseAssociates or Bachelor degree or equivalent relevant work experience.Minimum 3 years in an admistrative or operations role preferably within the financial industry.Strong Microsoft Office skills are a must.Attention to detail with strong analytical and organizational skillsStrong communication skills (both written and verbal)Ability to work well under pressure to meet tight deadlines; prioritize multiple projects; and actively work through problemsGood work ethic and ability to work as part of a team and flexible to changing business needsPossesses the drive to continually learn and improvePositive attitude while working with a group of divergent personalities in a demanding and deadline-oriented environmentWe offer youA competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.The salary range for this position is $50,000 - $60,000 annually. This salary range is an estimate and the actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; medical, dental and vision insurance, various types of leaves of absence, paid time off, including sick days and vacation days, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits are governed by the applicable plan documents and policies.Our Colleague Experience:From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.About Aon:Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2022-05-05T20:36:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2023-05-05T20:36:50.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:****States}}}

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