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.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* 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 – 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
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.
As an Operations Assistant, you will contribute to the efficiency and effectiveness of MA Brokerage Solutions by supporting day-to-day operations and ensuring a high level of service for internal partners and clients. You will work in a collaborative, team-oriented environment and develop foundational skills necessary for progression within brokerage operations.
Responsibilities:
Requirements:
Education:
Experience:
Job Skills:
Competencies:
INTERPERSONAL EFFECTIVENESS
Teamwork & Collaboration
Actively practices teamwork and collaboration within and beyond the assigned team
Work Environment
Contributes to a positive work environment; builds appropriate rapport with other team members
Balancing Priorities
Balances competing priorities and manages time pressures with composure
Trustworthiness
Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability
Professional Presence
Demonstrates commitment to professional behaviors - punctuality, attendance, appropriate office conduct, responsiveness, and follow-through
Communications
Presents oral and written communications in a concise and well-organized form
LEADERSHIP
Vision & Values
Understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles
Talent Development
Proactively takes on new work. Actively seek feedback from team members and Wealth Management leaders. Assists with training and mentors’ new employees as needed.
Innovative & Change Management
Seeking to learn and apply new approaches and processes. May begin to identify/suggest process improvements.
Firm-building
Represents the Firm in a professional manner
Driving Results
Understands and supports meeting KPI goals
Work Schedule: Monday through Friday, 8:00AM – 5:00PM.
Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 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.
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 PeopleTeam@merceradvisors.com 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
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here
CCPA Notice at Collection
Are you looking to amplify and simplify your financial life?
For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest.
Learn more about Mercer Advisors – a family office for your family.
