Fiduciary Specialist

Marsh McLennan • Philadelphia, PA

8d • Hybrid

About The Position

We are seeking a talented individual to join our team at Guy Carpenter . This role will be based in Philadelphia, PA . This is a hybrid role that has a requirement of working at least three days a week in the office. This role is responsible for accurately inputting wires, ACH payments, and banking details into systems including Open Twins, analyzing ledgers, applying client and market cash receipts, and providing cash details to customers. Additionally, support market cash call collections, generate ad hoc and position reports, manage line code requests, and collaborate with Fiduciary and Team Managers on projects and multi-team issues. At Guy Carpenter, a Marsh business, you can be your best. We work on challenges that matter with colleagues who help bring out our best. Our uniquely collaborative environment will empower you to focus on your personal and professional success, learning from top specialists in the (re)insurance industry and leading you towards a rewarding and impactful career. Guy Carpenter is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Guy Carpenter, visit guycarp.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected]. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Requirements

• 1+ year of office experience in related industries such as primary insurance, claims, underwriting, or financial services, with a bachelor’s degree in accounting or a related field.
• Proficient in Word, Outlook, and Excel, with strong attention to detail and the ability to manage workload effectively under regular supervision.
• Excellent communication and negotiation skills, both written and verbal, with a positive attitude and a commitment to delivering superior client service while promoting the Guy Carpenter brand.
• Demonstrated ability to work collaboratively in a high-performance team, quickly assess problems, offer effective solutions, and make sound judgments with guidance, escalating issues to management when necessary.

Nice To Haves

• Prior experience with reinsurance
• Ability to analyze data utilizing Excel.
• Knowledge of contract law, reinsurance principles, regulatory controls, and business trends.

Responsibilities

• Accurately input wires, ACH payments, and banking details into the system, including Open Twins.
• Analyze ledgers and assist with applying client and market cash receipts as needed.
• Provide cash details to customers and support collection of market cash calls.
• Generate ad hoc reports and position reports for the IBA Manager.
• Collaborate with Fiduciary Managers on projects and confer with Team Managers on multi-team issues and projects.
• Manage line code requests and related administrative tasks.

Benefits

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level