Associate - Spanish Speaker

W.T.W., Ltd.; Portugal; On-site; EUR 18,000 - 26,000; Full time

Job summary

A WTW, empresa premiada de consultoria e soluções, procura um Associate - Spanish Speaker para o nosso Regional Delivery Center em Lisboa. Desde o primeiro dia, ficarás encarregado de responsabilidades que te darão exposição a clientes, ajudando-te a construir experiência prática e conhecimentos sobre o negócio.

O candidato ideal tem entre 3 e 5 anos de experiência em Contabilidade/Finanças, fluência em Inglês e Espanhol (nível de negócios) e competências robustas em MS Office 365, comunicação e

Qualifications

• 3 a 5 anos de experiência relevante, preferencialmente em Contabilidade ou Finanças.
• Fluência em Inglês e Espanhol (nível de negócios) – mínimo B2, ideal C1
• Aptidão avançada em Microsoft Office 365, especialmente Excel, Word e PowerPoint
• Boas capacidades de comunicação empresarial, escritas e orais
• Excelente gestão de tempo, com cumprimento de deadlines
• Pensamento lógico e analítico demonstrado
• Espírito de equipa e estilo de trabalho colaborativo

Responsibilities

• Revisar ledgers para identificar itens de pagamento a transportadoras/clientes/terceiros.
• Fornecer comprovativos de pagamento ao beneficiário para aplicação de fundos.
• Conciliar declarações de transportadora com as contas da WTW.
• Liaison com gestores de clientes e transportadoras para questões de pagamento.
• Revisão de ledgers abertos e realização de baixas de saldos pequenos.
• Gestão de cobrança de cheques não recebidos/pendentes.
• Respostas atempadas a consultas de escritórios regionais.
• Coordenação de reconciliação intercompanhias com outras unidades.
• Seguir SOPs, especificações de clientes/transportadoras e requisitos legais.
• Contribuir para áreas de melhoria de processos.
• Analisar melhorias de sistema e alocação de fundos (EFT ou Cheque).
• Reconciliação de comissões contra clientes/políticas no sistema.
• Resolver discrepâncias e cash não contabilizado.
• Limpar comissões de retorno às seguradoras para evitar penalidades.

Skills

Accounting & Finance

Bilingual English/Spanish

Excel proficiency

Business communication

Time management

Analytical thinking

Team collaboration

Tools

Microsoft Office 365

Excel

Word

PowerPoint

Job description

Associate - Spanish Speaker

Empresa : W.t.w., Ltd. Tipo de Emprego : Periodo Integral Portugal

Descrição do Emprego - Associate - Spanish Speaker

About Us

WTW is an award-winning advisory, broking, and solutions company that supports clients worldwide in transforming risk into opportunities for growth. With a rich insurance heritage dating back to 1828, from the Titanic in 1912 to the Moon Buggy in 1971, WTW brings deep industry expertise and longstanding experience. Our WTW Regional Delivery Center, based in the heart of Lisbon, brings together a strong global team of more than 400 colleagues who deliver operational excellence every day through innovation and streamlined, efficient solutions.

The Opportunity

From day one, you will be assigned your own responsibilities, giving you exposure to client assignments and enabling you to build up valuable experience and skills. You will have opportunities to gain exposure to different aspects of our business and will be able to gain a solid understanding of what we do and how we do it.

What will you do?

As an Associate Bill to Cashyour key responsibilities will be to:

• Review ledgers to identify items payable to Carriers/Clients/Sub Brokers and other entities.
• Provide payment back-ups to the payee for the application of funds.
• Reconcile Carrier statement with WTW books of accounts.
• Liaise with client managers and carriers for payment issues, reconciliation discrepancies and unallocated cash.
• Review of open ledgers and perform small balance write-offs, offsets, etc., as per the accounting guidelines
• Handling clearance of uncashed /uncleared checks.
• Timely and effective responses to all queries, requests, corrections, etc. received from field offices/carriers.
• Handling Intercompany Reconciliation by liaising with field offices and other WTW locations.
• Following SOPs, Client / Carrier specifications and adherence to all statutory requirements.
• Participate and contribute to potential process improvement areas.
• Review potential system and process enhancements as required allocations of funds (EFT or Cheque) received from client, broker or insurance company by researching relevant payment information received.
• Booking of commissions against relevant client/policy in the system on the basis of documentation received from Insurance companies.
• Liaise with client managers and Insurance companies for resolving discrepancies and unallocated cash.
• Timely clearance of return commissions to Insurance companies to avoid any potential penalties
• Following Procedures, Client / Insurance Companies specifications and adherence to all statutory requirements.

Qualifications

What You’ll Bring

We are looking for a highly driven individual with solid interpersonal skills. A colleague looking to join a large and dynamic organization.

• 3 to 5 years of relevant professional experience, preferably within Accounting or Finance
• Fluency in English and Spanish (business level) – minimum B2 level, ideally C1
• Advanced proficiency in Microsoft Office 365, particularly Excel, Word, and PowerPoint
• Strong business communication abilities, both written and oral
• Excellent time management skills, with a strong respect for deadlines
• Demonstrated logical and analytical thinking
• Strong team spirit and a collaborative working style

Why WTW?

At WTW, we offer more than just a job—we offer a career. Here’s what you can expect:

• Work-Life Balance: Enjoy flexible working hours and hybrid working options to suit your lifestyle.
• Competitive Compensation: Benefit from an attractive, performance-related remuneration system.
• Global Exposure: Join an international consultancy with the security of a global corporation and renowned clients.
• Career Development: Experience a steep learning curve and ample opportunities for individual career growth through on-the-job learning and specialist training.
• Collaborative Culture: Work in a collegial, appreciative, and dynamic environment where decisions are made together.
• Impactful Work: Quickly take on responsibility and make an impact with direct customer contact.
• Community and Celebration: Participate in corporate events and celebrate our successes together.

Join Us!

Be part of a team that values innovation, excellence, and collaboration. At WTW, your career is more than just a job—it’s a journey.

Willis Towers Watson is an equal opportunity employer.