
501 - 1000 employees
Founded 1985
đĄď¸ Insurance
đź Consulting
đł 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.
đ August 31
đşđ¸ United States â Remote
đľ $25 - $29 / hour
â° Full Time
đĄ Mid-level
đ Senior
âď¸ Operations
đť Ghost score 2%
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501 - 1000 employees
Founded 1985
đĄď¸ Insurance
đź Consulting
đł 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.
⢠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
⢠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
⢠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
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