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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, 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 Barron’s 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 Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Senior Executive Assistant will be proactive, organized and self-motivate taking on new challenges to strategically support a growing business with a variety of responsibilities and dynamic key projects. This individual will work closely with senior leaders providing high-level support and leading key projects. The role requires interacting with employees at all levels of the organization as well as with clients, board members and other external stakeholders.

Senior Executive Assistant - Essential Job Functions

The Senior Executive Assistant will perform multiple administrative support roles for Mercer Advisors including interactions with executive leadership, employees and working with both clients and investors.

The key job functions include:

Supporting multiple executives including the Chief Operating Officer, Chief Investment Officer, Head of Wealth Management and other senior leadership with all administrative needs
Proactively managing complex calendars and meeting scheduling
Acting as the point of contact between executives and employees/clients managing the timely communication of information with a service mindset
Creating, drafting, editing and proofing reports, spreadsheets, letters, written correspondence, presentations and other documents as well as updating internal systems
Monitoring, tracking, and organizing data, reports and documents
Coordinating travel arrangements and processing expenses
Screening and directing incoming calls including determining the level of priority while maintaining confidentiality
Building and maintaining positive relationships with external callers as well as internal contacts at all levels of the organization
Assisting senior leaders with activities related to new strategic projects and initiatives
Researching, collecting and analyzing information
Executing responsibilities without prompting and advising in advance with issues or delays
Other duties as needed

Competencies

Results-driven
Highly organized and detail oriented
Solution-oriented
Strong interpersonal and communication skills
Excellent verbal and written communication
Self-starter
Planning and organizing

Experience

+10 years of experience in an administrative support role required
+5 years planning and executing events
Proficiency with MS Office programs including Word, Excel, Outlook and PowerPoint
Experience exercising discretion and confidentiality with sensitive company information
Ability to excel in a fast-paced, deadline-driven and collaborative environment
Ability to plan, prioritize and organize a diverse workload
Ability to adapt procedures, processes and techniques to complete projects and tasks
Ability to work independently and remain flexible as priorities change

Education

High school diploma required; Bachelor’s degree strongly preferred

Work Schedule: Monday through Friday, 8:00AM – 5:00PM; Role will require in office presence.

Working Conditions: Professional office or home office environment. Working inside, siting, standing.

#LI-Hybrid

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@MercerAdvisors.com. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws:

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

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