Senior Executive Assistant

🕒 October 20

🇺🇸 United States – Remote

💵 $85k - $120k / year

⏰ Full Time

🟠 Senior

👨‍💼 Executive Assistant

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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

• 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 • Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate • Maintain internal systems, records, reports, and executive documentation • Manage sensitive and confidential information with 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 • Coordinate and execute internal and external meetings and events, including logistics, materials distribution, and action-item follow-up • Plan, organize, and support corporate and executive-sponsored events • Uphold and enhance office procedures, processes, and best practices to improve efficiency • Lead or support special projects and initiatives across multiple teams and stakeholders

🎯 Requirements

• 5+ years of experience in an Executive Assistant or senior administrative support role, 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 • Excellent written and verbal communication skills • 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 • Demonstrated 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 • High school diploma required; associate’s or bachelor’s degree preferred • Availability Monday through Friday, 8:00 AM – 5:00 PM • Must comply with federal employment eligibility verification requirements

🏖️ 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) to provide time for recovery, baby bonding, and enjoying your family time. • 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 • Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs

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