Executive Assistant

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 Executive Assistant is a strategic, highly organized, and proactive professional who provides high-level administrative and operational support to senior executives in a fast-growing business. This role serves as a trusted partner to executive leadership and cross-functional teams, enabling efficiency, anticipating needs, and ensuring seamless day-to-day operations of the corporate hub.

Responsibilities

• Provide comprehensive, high-level administrative support to multiple executives and senior leaders
• Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements
• Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication
• Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate
• Maintain accuracy and integrity of internal systems, records, reports, and executive documentation
• Manage sensitive and confidential information with the highest level of discretion
• Screen, prioritize, and respond to incoming meeting requests on behalf of executives
• Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making
• Cook up and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow-up on action items
• Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives
• Uphold and enhance office procedures, processes, and best practices to improve efficiency
• Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders

Requirements

• 3–5+ years of experience in an Executive Assistant or senior administrative support role, preferably supporting C-suite or senior leadership
• Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism
• Highly organized, detail-oriented, and results-driven with exceptional ability to manage competing priorities
• Strong interpersonal skills with the ability to build relationships and communicate effectively at all levels of the organization
• Proven ability to plan, prioritize, and manage a diverse and high-volume workload in a fast-paced, deadline-driven environment
• Experience managing complex calendars, travel, and logistics for senior executives
• Proven experience planning and executing corporate and executive-level events
• Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
• Proven discretion and integrity in handling sensitive and confidential information
• Ability to work independently, take initiative, and collaborate effectively across teams

Qualifications

• High school diploma required; associate’s or bachelor’s degree preferred

Skills

• Discretion and integrity in handling sensitive and confidential information
• Ability to work independently, take initiative, and collaborate effectively across teams

Benefits

• Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.
• 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
• Familial Medical Leave
• Paid Parental Leave (8 weeks)
• 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

Pay

$70,000 - $90,000 USD

Schedule

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.