RETIREMENT ADVISOR
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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 sharpen strategy, enhance organizational resilience, motivate workforce and maximize performance.
Location & Role
Position in Italy, Milan. The Retirement Advisor supports projects in the Retirement area, working with senior consultants to deliver administration and advisory services for pension funds, with responsibilities in governance, compliance, operational management, and risk management.
Main Activities
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- 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 agevolazioni 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.
Qualifications
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- Bachelor’s or Master’s degree in Economics or related fields.
- Knowledge of pension regulations (D.Lgs. 252/2005, IORP II, DORA, GDPR) and supervisory practices.
- Experience in the operational management of pension funds, including enrollment processes, benefits, and complaints.
- Excellent command of Microsoft Office (Excel, Word, PowerPoint) and digital communication tools.
- Good knowledge of English, both written and spoken.
- Strong organizational skills, attention to detail, and ability to meet deadlines.
- Excellent interpersonal skills and a team‑oriented attitude, eve
📌 Retirement Advisor (Turbigo)
🏢 WTW
📍 Turbigo