Content Operations Specialist

🕒 3 days ago

🇺🇸 United States – Remote

💵 $25 - $29 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Manage incoming project requests and workflows through Monday.com • Ensure projects are accurately entered, assigned, prioritized, tracked, and completed • Monitor project progress and communicate with stakeholders • Coordinate marketing activities for office relocations, openings, and closures, including client communications, website updates, timelines, and stakeholder coordination • Identify workflow improvements, streamline processes, and automate manual tasks • Leverage AI and technology tools to improve Content team efficiency, consistency, and productivity • Support operational initiatives and special projects • Coordinate client and prospect webinar logistics, including scheduling, registration, rehearsals, execution, reporting, and follow-up • Partner with stakeholders and presenters to deliver consistent, professional webinars • Track webinar metrics and improve webinar processes, templates, and workflows • Serve as primary contact for designated marketing vendors, including the print-on-demand partner • Manage vendor communications and day-to-day coordination • Coordinate employee information updates and program administration • Maintain vendor workflow documentation and support continuous improvement • Facilitate marketing onboarding, training, and resource coordination • Manage employee bio, headshot, credential, and profile updates • Coordinate marketing technology access and support requests • Assist with employee onboarding and offboarding • Manage shared marketing inboxes and support ticket intake and routing • Maintain process documentation and team resources • Provide operational support for Content team initiatives and projects

🎯 Requirements

• 3-4 years of experience in operations, project coordination, workflow management, administrative support, or a related role • Experience managing multiple priorities in a fast-paced environment • Experience supporting multiple stakeholders and managing a high volume of requests • Experience with Monday.com or similar work management platforms preferred • Familiarity with AI productivity tools such as Microsoft Copilot, Claude, or similar technologies • Strong organizational skills with exceptional attention to detail • Ability to work independently, exercise sound judgment, and manage responsibilities with minimal oversight • Ability to identify workflow inefficiencies and recommend practical process improvements • Strong problem-solving and prioritization skills • Excellent written and verbal communication skills • Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint • Ability to quickly learn new systems, technologies, and processes • Naturally curious, adaptable, and eager to find more efficient ways of working • Collaborative and service-oriented, with a focus on supporting team success • Availability Monday through Friday, 8AM to 5PM • Ability to work occasional early or late hours to meet business tasks and deadlines

🏖️ 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 • Two comprehensive Dental Plans • Vision Insurance 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing • Basic technology needs provided for position requirements