Account Operations Specialist

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.

About the Role

The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests. This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements.

Responsibilities

• Provide day-to-day operational and administrative support
• Process routine transactions such as account updates and maintenance
• Completes paperwork for client onboarding
• Maintain data integrity across systems (Junxure, Laserfiche, Aspen)
• Assist with onboarding and account setup
• Support account transfers and lifecycle events
• Respond to internal requests and escalate complex issues
• Partner with team members to complete requests
• Follow established workflows and procedures
• Field inbound client calls
• Provide front desk coverage
• Aid with general administrative tasks
• Participating in training and development

Requirements

• Education: High School diploma with a bachelor’s degree preferred
• Experience: 1-2 years office experience desired
• Financial services industry preferred
• Prior experience working in an office environment with a customer service focus helpful

Job Skills

• Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
• Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
• Excellent verbal and written communications skills a must
• Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Junxure) a plus
• Strong desire for continuous self-learning and professional growth

Competencies

• INTERPERSONAL EFFECTIVENESS: Teamwork & Collaboration, Balancing Priorities, Trustworthiness
• LEADERSHIP: Vision & Values, Talent Development, Innovative & Change Management, Driving Results

Work Environment

• Professional office environment
• Daytime hours
• Working inside
• Standing, and sitting, will be assigned to a workstation
• No heavy lifting over 10 lbs

Job Summary

The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests. This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements.

Base Pay Range

$23 - $24 USD

Benefits

• 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
• 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, life’s 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