What are the responsibilities and job description for the Financial Administrator position at Wellington Management?
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
About the Role
OVERVIEW
As a Financial Administrator within the Invoicing Team at Wellington, this individual will work to calculate and prepare both base and complex variable fee invoices for a wide array of Wellington’s global clients. The individual will field a variety of revenue-related questions from both internal and external clients in a timely and accurate manner. This role has a high-level of interaction with the Global Relationship Group (Client Group) and Product Management at Wellington and direct contact with external clients to resolve any invoicing questions that may arise.
RESPONSIBILITIES
- Using a variety of applications, process and review management fee invoices and supporting documents related to the calculation of both base and variable fees including applicable taxes
- Where contract language lacks clarity, suggest fee calculation treatments to management that result in equitable treatment to all parties involved
- Review new account and amendment fee language to ensure it’s accurate, equitable and complete
- Consult with stakeholders on both existing and prospective issues resulting from Wellington’s book of Most Favored Nation clients
- Complete ad hoc requests from internal and external stakeholders
- Assist in the compilation of data for audit requests
- Assist with the testing of application enhancements
- Train and manage co-op and contingent resources as assigned
- Review and approve the set-up of new accounts on the invoicing application to ensure accuracy
- Document procedures for use by current and future team members
QUALIFICATIONS
- A recent college graduate up to three (3) years of previous related work experience is desirable
- Ability to multi-task, problem-solve, and work in a challenging and fast-paced environment
- Strong mathematical skills, business acumen, and interest in the markets are essential
- Proficiency in Microsoft Excel and familiarity with Adobe Acrobat
- Excellent written and verbal communication skills
- Strong organizational skills and attention to detail
- Willingness and enthusiasm to learn on the job and grow by taking on more complex assignments
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at
GMCANINQ@wellington.com
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 55,000 - 100,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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