Why Work at Mercer Advisors
For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons we are an independent national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women reflecting our commitment to diversity. We attract top talent from across the country with no formal headquarters and flexible working arrangements allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size growth service quality technology succession planning and others. No fee was paid for participation in the ranking however Mercer Advisors has paid a fee to Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
The Administrative Assistant is a proactive highly organized self-starter who provides support to an ever-growing business. This role partners closely with executivesand cross-functional teams to deliver strong support and assistance and ensure seamless corporate hub operations. |
Essential Job Functions for this role include: |
- Support multiple executives and senior leaders with administrative needs
- Proactively manage complex calendars schedule meetings and coordinate domestic travel
- Act as primary liaison between executives employees and clients ensuring timely service-oriented communication
- Maintain internal systems accuracy
- Coordinate event logistics materials distribution and follow-up on action items
- Monitor track and organize data reports and confidential documents as needed
- Screen and prioritize incoming emails maintaining strict confidentiality
- Execute responsibilities independently flagging potential issues or delays in advance
- Plan coordinate and execute internal and external events as needed
- Uphold office procedures
- Perform other duties and special projects as assigned
|
Knowledge Skills and Abilities: |
- At least 1-2 years of experience in the Administrative Assistant role
- Results-driven and solution-oriented
- Highly organized and detail-oriented
- Strong interpersonal skills with ability to interact with employees at all levels
- Excellent verbal and written communication
- Skilled at planning prioritizing and managing a diverse workload
- Adaptable to changing priorities in a fast-paced deadline-driven environment
- Experience in an administrative assistant support role for the C-suite
- At least 2 years of planning and executing corporate events
- Proficiency in Microsoft Word Excel Outlook and PowerPoint
- Proven discretion and confidentiality in handling sensitive information
- Ability to work independently and collaboratively across teams
- High school diploma required
|
Work Schedule: |
This professional role requires availability Monday through Friday 8:00 AM 5:00 PM. |
Working Conditions: |
Professional office environment daytime hours working inside standing and sitting will be assigned to a workstation no heavy lifting over 20 lbs. |
Actual base pay within this range will be based on a variety of factors including but not limited to the applicants geographic location relevant experience education skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors incentive compensation programs.
Base Pay Range
$29 - $34 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (8 weeks) to provide time for recovery baby bonding and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents young children lifes challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal state or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process please email. This inbox is for accommodation requests only.
For information about applicant rights required employment notices E-Verify participation and state specific disclosures please review ourApplicant Notices and Employment Rights.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection
Required Experience:
Junior IC
Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...
Why Work at Mercer Advisors
For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons we are an independent national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women reflecting our commitment to diversity. We attract top talent from across the country with no formal headquarters and flexible working arrangements allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size growth service quality technology succession planning and others. No fee was paid for participation in the ranking however Mercer Advisors has paid a fee to Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
The Administrative Assistant is a proactive highly organized self-starter who provides support to an ever-growing business. This role partners closely with executivesand cross-functional teams to deliver strong support and assistance and ensure seamless corporate hub operations. |
Essential Job Functions for this role include: |
- Support multiple executives and senior leaders with administrative needs
- Proactively manage complex calendars schedule meetings and coordinate domestic travel
- Act as primary liaison between executives employees and clients ensuring timely service-oriented communication
- Maintain internal systems accuracy
- Coordinate event logistics materials distribution and follow-up on action items
- Monitor track and organize data reports and confidential documents as needed
- Screen and prioritize incoming emails maintaining strict confidentiality
- Execute responsibilities independently flagging potential issues or delays in advance
- Plan coordinate and execute internal and external events as needed
- Uphold office procedures
- Perform other duties and special projects as assigned
|
Knowledge Skills and Abilities: |
- At least 1-2 years of experience in the Administrative Assistant role
- Results-driven and solution-oriented
- Highly organized and detail-oriented
- Strong interpersonal skills with ability to interact with employees at all levels
- Excellent verbal and written communication
- Skilled at planning prioritizing and managing a diverse workload
- Adaptable to changing priorities in a fast-paced deadline-driven environment
- Experience in an administrative assistant support role for the C-suite
- At least 2 years of planning and executing corporate events
- Proficiency in Microsoft Word Excel Outlook and PowerPoint
- Proven discretion and confidentiality in handling sensitive information
- Ability to work independently and collaboratively across teams
- High school diploma required
|
Work Schedule: |
This professional role requires availability Monday through Friday 8:00 AM 5:00 PM. |
Working Conditions: |
Professional office environment daytime hours working inside standing and sitting will be assigned to a workstation no heavy lifting over 20 lbs. |
Actual base pay within this range will be based on a variety of factors including but not limited to the applicants geographic location relevant experience education skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors incentive compensation programs.
Base Pay Range
$29 - $34 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (8 weeks) to provide time for recovery baby bonding and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents young children lifes challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal state or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process please email. This inbox is for accommodation requests only.
For information about applicant rights required employment notices E-Verify participation and state specific disclosures please review ourApplicant Notices and Employment Rights.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection
Required Experience:
Junior IC
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Job Location:
Monthly Salary:
$ 29 - 34
Posted on:
15 hours ago
Vacancies:
1 Vacancy
