Global Mobility Financial Administrator
WELLINGTON MANAGEMENT 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 55 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.
POSITION RESPONSIBILITIES - Initiating relocation and immigration services with third party service providers
- Liaising with external legal counsel (Fragomen), HR, employees and business managers to collect data and prepare initiation forms
- Initial reviewing of all immigration documentation prepared internally and externally by Fragomen
- Liaising with Fragomen, HR, employees and business managers regarding immigration inquiries
- Coordinating, reviewing and posting Labor Condition Applications and tracking start and end dates to satisfy posting requirements
- Creating Public Access Folders for all H1B and E3 petitions for each new, extension and amendment case
- Managing ongoing case work for visa and green card cases
- Reviewing, coding, and processing invoices and reconciling/trouble shooting any invoice inaccuracies with internal and external AP teams
- Initial drafting of assignment letters, employee emails, and presentations
- Initiating PwC global mobility services and performing preliminary review of materials prepared by PwC for GM requests presented at Committee meetings (e.g., cost projections, talent card, net-to-net calculation, etc.)
- Data management, including updating the GM access database for new events, changing status for existing events and completing tasks on new event checklist
- Preparing GM demographic reports for various Wellington teams and formatting various expense reports for quarterly GM reporting with respect to tax and relocation service providers
- Assisting with various miscellaneous responsibilities such as tracking Trader travel, uploading travel data to GM database, managing quarterly UK VAT reporting to Tax Services with respect to Cartus invoices and ongoing updates to the GM process desk manual
- Proactive calendar management, including coordinating and tracking all scheduling of meetings
- Providing primary phone coverage with gate-keeping abilities
- Support on ad hoc projects (e.g., updating historical Officership status in GM database to assist with ongoing GM reporting, scanning documents to PeopleDoc)
QUALIFICATIONS - 1-3 years of general office experience
- Bachelor's Degree
- Vested or documented interest in Human Resources, Global Mobility, or Benefits
- Proficiency with Word/Excel/PowerPoint/Outlook
- Adaptable to new technologies
- Attention to detail; respect for data integrity
- Discretion with confidential information
- Outstanding service orientation and proactive problem-solving skills
- Excellent interpersonal and communications skills
- Ability to work independently and as part of a team
- Well-organized with the ability to prioritize and multi-task
SKILLS JOB TITLE Global Mobility Financial Administrator
LOCATION 100 Federal Street
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 .