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- Tasks: Support our UK Wealth production team with data management and client service tasks.
- Company: Join Aon, a leading global professional services firm focused on risk, retirement, and health.
- Benefits: Enjoy flexible working options, two Global Wellbeing Days, and a supportive, inclusive culture.
- Why this job: Be part of a collaborative team that values accuracy, teamwork, and continuous improvement.
- Qualifications: GCSEs in English and Maths at grade 4/5 or above; office experience preferred.
- Other info: Aon promotes a diverse workplace where everyone can be their authentic selves.
The predicted salary is between 28800 - 43200 £ per year.
Join Aon’s dynamic team in Birmingham as a Wealth Administration Asscoiate, where you’ll play a key role in supporting the delivery of high-quality work to our client teams. This is a fantastic opportunity to be part of a collaborative environment focused on precision, process, and client service.
As a Wealth Administration Associate, you will:
- Support process-driven operations within our UK Wealth production team.
- Follow established procedures to deliver accurate, high-quality outputs.
- Manage and maintain data records efficiently and in line with internal standards.
- Perform automated pension and investment calculations for client teams.
- Generate regular reports and maintain workflow documentation.
- Liaise with internal teams and third parties to ensure smooth information flow.
- Conduct initial checks on colleagues’ work for data accuracy and report quality.
- Organise and prioritise daily tasks and incoming mail.
- Ensure all documentation is stored and managed appropriately.
- Adhere to Aon’s Risk Management Framework and compliance policies.
We’re seeking someone who is:
- Educated to GCSE level (or equivalent), including English and Maths at grade 4/5 (C) or above.
- Comfortable working with numbers and data.
- Proficient in MS Office, especially Excel and Word.
- Experienced in an office or administrative setting (preferred).
- Detail-oriented, organised, and able to manage time effectively.
- A strong communicator with excellent interpersonal skills.
- A team player who works inclusively and collaboratively.
- Positive, proactive, and open to suggesting improvements.
- Committed to acting with integrity and professionalism at all times.
If you’re ready to bring your skills to a role that values accuracy, teamwork, and continuous improvement, we’d love to hear from you!
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
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Wealth Administration Associate employer: Aon Hewitt
Contact Detail:
Aon Hewitt Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administration Associate
✨Tip Number 1
Familiarise yourself with Aon's values and culture. Understanding their commitment to teamwork, integrity, and continuous improvement will help you align your responses during interviews and demonstrate that you're a good fit for their collaborative environment.
✨Tip Number 2
Brush up on your Excel skills, especially if you’re not already proficient. Since the role involves managing data and performing calculations, being able to showcase your ability to use Excel effectively can set you apart from other candidates.
✨Tip Number 3
Prepare examples of how you've worked in a team or contributed to process improvements in previous roles. Aon values collaboration and proactive suggestions, so having specific instances ready can highlight your suitability for the Wealth Administration Associate position.
✨Tip Number 4
Research common challenges in wealth administration and be ready to discuss how you would approach them. This shows your initiative and understanding of the industry, making you a more attractive candidate for the role.
We think you need these skills to ace Wealth Administration Associate
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and skills required for the Wealth Administration Associate position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Skills: Emphasise your proficiency in MS Office, particularly Excel and Word, as well as your experience in managing data records and performing calculations. Provide specific examples of how you've used these skills in previous roles.
Showcase Attention to Detail: Since the role requires high-quality outputs and accuracy, include examples in your CV or cover letter that demonstrate your attention to detail and organisational skills. Mention any relevant experiences where you ensured data accuracy or improved processes.
Craft a Strong Cover Letter: Write a compelling cover letter that not only expresses your interest in the position but also reflects your understanding of Aon's values, such as teamwork and continuous improvement. Make sure to convey your proactive attitude and willingness to contribute positively to the team.
How to prepare for a job interview at Aon Hewitt
✨Show Your Attention to Detail
As a Wealth Administration Associate, precision is key. Be prepared to discuss how you ensure accuracy in your work, perhaps by sharing examples of past experiences where your attention to detail made a difference.
✨Demonstrate Your Data Skills
Since the role involves managing data records and performing calculations, brush up on your Excel skills. You might be asked about specific functions or how you handle large datasets, so be ready to showcase your proficiency.
✨Emphasise Teamwork and Communication
This position requires collaboration with various teams. Prepare to share examples of how you've worked effectively in a team setting and how you communicate with colleagues to ensure smooth operations.
✨Be Proactive About Improvements
Aon values continuous improvement, so think of instances where you've suggested or implemented changes that enhanced processes. This will show your proactive attitude and commitment to bettering the workplace.
