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 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.
Job Summary:The Administrative Assistant is a proactive, highly organized self-starter who provides support to an ever-growing business. This role partners closely with executives and 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 needsProactively manage complex calendars, schedule meetings, and coordinate domestic travelAct as primary liaison between executives, employees, and clients ensuring timely, service-oriented communicationMaintain internal systems accuracyCoordinate event logistics, materials distribution, and follow-up on action itemsMonitor, track, and organize data, reports, and confidential documents as neededScreen and prioritize incoming emails, maintaining strict confidentialityExecute responsibilities independently, flagging potential issues or delays in advancePlan, coordinate, and execute internal and external events as neededUphold office proceduresPerform other duties and special projects as assigned
Knowledge, Skills, and Abilities:At least 1-2 years of experience in the Administrative Assistant roleResults-driven and solution-orientedHighly organized and detail-orientedStrong interpersonal skills with ability to interact with employees at all levelsExcellent verbal and written communicationSkilled at planning, prioritizing, and managing a diverse workloadAdaptable to changing priorities in a fast-paced, deadline-driven environmentExperience in an administrative assistant support role for the C-suiteAt least 2 years of planning and executing corporate eventsProficiency in Microsoft Word, Excel, Outlook, and PowerPointProven discretion and confidentiality in handling sensitive informationAbility to work independently and collaboratively across teamsHigh school diploma required
Location: This position can be fully remote, but have preference for Central or Mountain Time Zone.
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 applicant’s 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
$21.25
—
$25 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:
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 [email protected] . This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights .
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