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.

S. * 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 .

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.

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.

: 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.

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 Assist with general administrative tasks Participating in training and development Other duties as needed

Account Operations Specialist