Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Job Summary:

The Administrative Assistant will provide a wide variety of administrative tasks to support the tax team in servicing tax clients.

Essential Job Functions for the Administrative Assistant will include:

• Providing administrative and office support activities for the tax team.
• Answering telephone calls and providing a concierge level approach to service and route to appropriate party.
• Greeting and directing visitors in a pleasant and courteous manner.
• Supporting the office with tasks including scheduling, data entry, creating letters and other deliverables, scanning, filing, preparing and running reports, and managing paperwork.

• Following up with other departments as needed.
• Other duties as needed.

Required Knowledge, Skills, and Abilities:

• High school diploma or GED required
• Experience providing administrative support. Minimum 3 years preferred.
• Strong organizational skills and the ability to interact professionally and personably
• Experience working with high-level, busy professionals in a fast-paced environment
• Passion for providing exceptional client service
• Ability to follow instructions and execute tasks with accuracy
• Proficiency with Microsoft Office programs including Word, Excel, Outlook and PowerPoint
• Salesforce Knowledge is a plus
• Strong verbal and written communication skills
• Must be flexible and confidential with all matters

Work Schedule: Flexible Schedule - Monday through Friday, 8:00AM to 5:00PM

Working Conditions: Professional office environment, working inside, sitting, and standing, will be assigned to a work station.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.