Qureos Mentor

Mercer Advisors

<div><div>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.
<ul><li>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 &ndash; 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.</li></ul></div> 
Job Summary:

The Senior Executive Assistant &amp; Event Manager 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.

This role will perform multiple administrative support roles for Mercer Advisors including interactions with executive leadership, employees and working with both clients and investors.

Essential Job Functions will include:
<ul>
<li>Executive Assistant
<ul><li>Supporting multiple executives including the Chief Executive Officer, Principal, M&amp;A Partner Development, Chief Marketing Officer, and other senior leadership as needed, with all administrative needs</li>
<li>Proactively managing complex calendars and meeting scheduling</li>
<li>Acting as the point of contact between executives and employees/clients managing the timely communication of information with a service mindset</li>
<li>Creating, drafting, editing and proofing reports, spreadsheets, letters, written correspondence, presentations and other documents as well as updating internal systems</li>
<li>Assisting with Mergers &amp; Acquisition related requests</li>
<li>Monitoring, tracking, and organizing data, reports and documents</li>
<li>Coordinating travel arrangements and processing expenses</li>
<li>Screening and directing incoming calls including determining the level of priority while maintaining confidentiality</li>
<li>Building and maintaining positive relationships with external callers as well as internal contacts at all levels of the organization</li>
<li>Assisting senior leaders with activities related to new strategic projects and initiatives</li>
<li>Researching, collecting and analyzing information</li>
<li>Executing responsibilities without prompting and advising in advance with issues or delays</li>
<li>Coordinating internal and external events as needed</li>
<li>Other duties as needed</li>
</ul>
</li></ul>Events Manager Essential Job Functions:
<ul>
<li>Working with senior leadership teams to help plan and execute large-scale corporate events such as (but not limited to):
<ul><li>Annual Symposium</li>
<li>InvestHERS Summit</li>
<li>Multiple Market Meetings</li>
</ul></li><li>Assisting with logistics and contracts for local marketing events in the East Division</li>
<li>Leading logistic planning for quarterly Board Meetings to be held in multiple locations</li>
</ul>
Required Knowledge, Skills, and Abilities:
<ul>
<li>+10 years of experience in an administrative support role required</li>
<li>+5 years planning and executing events</li>
<li>High school diploma required; Bachelor's degree strongly preferred</li>
<li>Proficiency with MS Office programs including Word, Excel, Outlook, and PowerPoint</li>
<li>Experience exercising discretion and confidentiality with sensitive company information</li>
<li>Ability to excel in a fast-paced, deadline- and results- driven and collaborative environment</li>
<li>High level of executive presence</li>
<li>Ability to plan, prioritize and organize a diverse workload</li>
<li>Highly organized and detail oriented</li>
<li>Strong interpersonal and verbal/written communication skills</li>
<li>Ability to adapt procedures, processes and techniques to complete projects and tasks</li>
<li>Ability to work independently and remain flexible as priorities change</li>
</ul>
Salary: Average annual salary range for this position across our locations is: $100,000 to $120,000. 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.

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 25% of the time.<div> 
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:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays with a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (6 weeks)</li>
<li>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.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>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.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match</li>
<li>Pet Insurance</li>
</ul>
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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.</div></div>

Sr Executive Assistant & Executive Operations Manager

<div><div>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.
<ul><li>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 &ndash; 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.</li></ul></div> 


Job Summary

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

Essential Job Functions include:
<ul>
<li>Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes</li>
<li>Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements</li>
<li>Coordinating with internal operation departments to ensure client requests are fulfilled</li>
<li>Managing client deposits</li>
<li>Maintaining data integrity across all systems and updating as necessary</li>
<li>Researching client issues in cooperation with back office operation partners</li>
<li>Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet</li>
<li>Other duties as needed</li>
</ul>
Qualifications
<ul>
<li>High School diploma or equivalent. Bachelors degree preferred.</li>
</ul><ul><li>Five years of job related experience</li>
<li>Financial services industry required</li>
<li>Prior experience working in an office environment with a customer service focus helpful</li>
<li>Notary designation a plus</li>
<li>Eligible to pursue a CFP designation</li>
<li>Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail</li>
<li>Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors</li>
<li>Excellent verbal and written communications skills a must</li>
<li>Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus</li>
<li>Strong desire for continuous self-learning and professional growth</li>
</ul>
Work Schedule
Monday through Friday, 8:00AM &ndash; 5:00PM

Working Conditions

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.<div> 
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:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays with a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (6 weeks)</li>
<li>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.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>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.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match</li>
<li>Pet Insurance</li>
</ul>
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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.</div></div>

Client Service Specialist

Join Mercer Advisors and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Mercer Advisors

ABOUT_COMPANY

Sr Executive Assistant & Executive Operations Manager

Client Service Specialist