What are the responsibilities and job description for the Account Operations Specialist position at Mercer Advisors?
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800 families across 110 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
- Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests. This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements.
As an Operations Assistant, you will contribute to the efficiency and effectiveness of MA Brokerage Solutions by supporting day-to-day operations and ensuring a high level of service for internal partners and clients. You will work in a collaborative, team-oriented environment and develop foundational skills necessary for progression within brokerage operations.
Responsibilities:
- Provide day-to-day operational and administrative support
- Process routine transactions such as account updates and maintenance
- Completes paperwork for client onboarding
- Maintain data integrity across systems (Junxure, Laserfiche, Aspen)
- Assist with onboarding and account setup
- Support account transfers and lifecycle events
- Respond to internal requests and escalate complex issues
- Partner with team members to complete requests
- Follow established workflows and procedures
- Field inbound client calls
- Provide front desk coverage
- Assist with general administrative tasks
- Participating in training and development
- Other duties as needed
Requirements:
Education:
- High School diploma with a bachelor's degree preferred
Experience:
- 1-2 years office experience desired
- Financial services industry preferred
- Prior experience working in an office environment with a customer service focus helpful
Job Skills:
- Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
- Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Junxure) a plus.
- Strong desire for continuous self-learning and professional growth
Competencies:
INTERPERSONAL EFFECTIVENESS
Teamwork & Collaboration
Actively practices teamwork and collaboration within and beyond the assigned team
Work Environment
Contributes to a positive work environment; builds appropriate rapport with other team members
Balancing Priorities
Balances competing priorities and manages time pressures with composure
Trustworthiness
Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability
Professional Presence
Demonstrates commitment to professional behaviors - punctuality, attendance, appropriate office conduct, responsiveness, and follow-through
Communications
Presents oral and written communications in a concise and well-organized form
LEADERSHIP
Vision & Values
Understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles
Talent Development
Proactively takes on new work. Actively seek feedback from team members and Wealth Management leaders. Assists with training and mentors' new employees as needed.
Innovative & Change Management
Seeking to learn and apply new approaches and processes. May begin to identify/suggest process improvements.
Firm-building
Represents the Firm in a professional manner
Driving Results
Understands and supports meeting KPI goals
Work Schedule: Monday through Friday, 8:00AM – 5:00PM.
Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $23 - $24