Trust Operations Coordinator

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

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

• 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. • Assisting with client tax reporting working with Corporate Trustee tax reporting vendor with coordinating tracking and delivery of all tax documents • Serving as quality control point to ensure that all calls, transactions, maintenance changes, policy and procedures for customer requests have been adhered to in accordance with compliance requirements and Trust Operations Internal Guidelines • Reviewing and maintaining unique asset pricing. • Establishing and maintaining internal procedures and service standards related to Trust Operations identifying and implementing the most efficient workflow • Cross training to serve as back-up to other team members • Other duties as assigned by management

🎯 Requirements

• High school diploma required; bachelor’s degree preferred • Executive support or administrative experience a plus • Experience or willingness to work with dynamic professionals • Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time • Outstanding communication and organizational skills • Proficiency with MS Word, Excel, PowerPoint and Outlook • Excellent customer service skills • Ability to maintain confidentiality with all matters • Have a “can-do” positive attitude and enjoy being part of a team • Ability to prioritize and multi-task in a busy environment • Eager to become an expert in the position

🏖️ 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