Retirement Advisor
Job Description
The Role
RETIREMENT ADVISOR
At WTW we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help to sharpen the strategy, enhance organizational resilience, motivate workforce and maximize performance.
The RETIREMENT ADVISOR will support projects in the Retirement area in Italy.
This position is suitable for candidates with previous experience in the role.
At WTW, we are committed to shaping the future of retirement and ensuring financial well-being. We are looking for a RETIREMENT ADVISOR to join our team in Milan.
The resource will support senior consultants in delivering administration and advisory services for pension funds, with responsibilities in governance, compliance, operational management, and risk management.
Main Activities
- Updating and managing governance documentation (notices, minutes, archiving, filings with supervisory authorities).
- Operational support in organizing processes, implementing decisions of administrative bodies, and preparing contractual documents with suppliers and partners.
- Managing benefit requests, enrollments, complaints, and statistical reports to authorities.
- Performing second-level controls on internal processes and monitoring risk management KPIs.
- Coordinating with third-party suppliers and supporting the update of institutional documentation.
- Analyzing tax issues related to supplementary pensions.
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Where we are
We have colleagues all around the world, working remotely or in our offices. Together, we make a difference for clients in over 140 countries and markets, from the Middle East to Latin America, from Manila to New York.
