Senior LifeSight & DC Consulting Support

Together we transform tomorrows.

Do you want to be part of a strategic project focused on innovation and excellence delivering client value The Lisbon Regional Delivery Center (Lisbon Center) is a WTW center of excellence that enables WTWs business operations and consulting teams in their grow simplify and transform strategy. The Lisbon Center is in place for more than 15 years and works in close partnership with consulting teams software developers business specialists as well as with WTW remaining Regional and Global centers.

Today the Lisbon Center has more than 400 colleagues that collaborate with strong commitment to WTW values: Client Focus Teamwork Excellence Integrity and Respect.

Retirement Health and Benefits Corporate Risk and Broking Outsourcing Employee Experience Enterprise Technology and Finance are some of the areas that the Lisbon Center works with. Retirement is one of the Lisbon Centers main businesses.

As part of the Lisbon Center and France Retirement team youll play a pivotal role in working together with our clients and consultants at the France consulting office.

This is an exciting opportunity to contribute to a high-performing team and make a significant impact on our clients success. If youre ready to take on a challenging and rewarding role we invite you to join us!

The Role

Our Retirement team in France advises companies and their pension funds. Utilising a combination of strong analytical skills and in-depth market knowledge we provide analytical and strategic advice on a wide range of topics related to pension solutions.

In this role you will work closely with colleagues in France and Lisbon providing operational analytical and administrative support for Defined Contribution (DC) consulting activities with a strong focus on the LifeSight digital retirement platform.

Why Join Us

This role offers the opportunity to strengthen your client exposure technical expertise and international experience within the pension and retirement market. Projects range from local to international in scope allowing you to build a truly global skill set while developing a consulting career in a firm that encourages ownership growth and continuous learning

Youll collaborate on a wide range of projects involving employee benefit plans. Your responsibilities will include

Client Onboarding

• Create and maintain client and country files
• Set up parameterize and maintain client information
• Support user onboarding and access processes
• Contribute to continuous improvement of onboarding processes and documentation

Platform Maintenance & User Support

• Provide firstlevel monitoring of the LifeSight France shared mailbox
• Respond to user queries and deliver functional support
• Escalate issues when required and liaise with internal teams
• Ensure data consistency accuracy and quality across systems

In addition to providing ongoing support for WTW LifeSight offering this role will include DC Consulting Support covering the following areas:

Monitoring of Expected Commissions (Banks & Insurers)

• Update and maintain commission data
• Reconcile paid commissions vs. expected commissions
• Follow up with insurers and partners to retrieve outstanding payments
• Transfer and integrate commission data into the pension engine

Data & Benchmark Monitoring

• Maintain and monitor the PB database:
  • Pension plans
  • Investment funds
  • Financial fees and benchmarks

General Administrative Support

• Provide day-to-day administrative assistance to the PB / DC consulting business
• Support internal reporting and data preparation

Qualifications & Experience

• Degree in Mathematics Economics or another relevant discipline (other backgrounds considered based on experience)
• Relevant experience; exposure to DC pension plans or fund benchmarking is a strong advantage
• Fluent written and spoken English and French (mandatory)
• Strong attention to detail with a rigorous approach to data accuracy and version control
• Ability to manage multiple priorities with clear followthrough
• Comfortable working with digital platforms and quickly learning new systems
• Collaborative proactive team player who anticipates issues and proposes solutions
• Clear written and verbal communication with internal and external stakeholders
• Handson experience with operational processes in financial services benefits or pensions
• Strong Excel and datahandling skills (lookups pivots basic formulas; Power Query is a plus)
• Familiarity with data integration controls (reconciliations checks logs) and basic documentation

Skills & Competencies