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.

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Job Summary: Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee business partner to ensure multi-transactional and money movement requests are completed in an accurate and timely manner.

Responsibilities

include processing and monitoring WMTs related requests and research for internal and external clients, accurately setting up and processing receipts and disbursements, requesting new unique asset paperwork and maintaining pricing, preparing operational reports and performing quality control reviews and reconciliations. The Trust Operations Coordinator will provide internal and administrative support for the Trust Operations team. This role requires flexibility, excellent verbal and written communication skills, attention to detail and a willingness to help the team succeed.

Essential Job Functions for the Trust Coordinator will include: Assisting with leading administrative tasks related to Trust Services including maintaining client documents and assisting staff with workflow. Working closely with leadership to ensure timely correspondence with internal teams and clients. Liaison between the WMT and any Corporate Trustee business partner by providing advanced knowledge of best practice operations.

Working collaboratively to document key processes.

Requirements

and Trust Operations Internal Guidelines Reviewing and maintaining unique asset pricing.