Sr Executive Assistant & Executive Operations Manager

Job Summary:

The Senior Executive Assistant & 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:

• Executive Assistant
  • Supporting multiple executives including the Chief Executive Officer, Principal, M&A Partner Development, Chief Marketing Officer, and other senior leadership as needed, 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
  • Assisting with Mergers & Acquisition related requests
  • 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
  • Coordinating internal and external events as needed
  • Other duties as needed

Events Manager Essential Job Functions:

• Working with senior leadership teams to help plan and execute large-scale corporate events such as (but not limited to):
  • Annual Symposium
  • InvestHERS Summit
  • Multiple Market Meetings
• Assisting with logistics and contracts for local marketing events in the East Division
• Leading logistic planning for quarterly Board Meetings to be held in multiple locations

Required Knowledge, Skills, and Abilities:

• +10 years of experience in an administrative support role required
• +5 years planning and executing events
• High school diploma required; Bachelor's degree strongly preferred
• 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- and results- driven and collaborative environment
• High level of executive presence
• Ability to plan, prioritize and organize a diverse workload
• Highly organized and detail oriented
• Strong interpersonal and verbal/written communication skills
• Ability to adapt procedures, processes and techniques to complete projects and tasks
• Ability to work independently and remain flexible as priorities change

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.