Account Operations Specialist

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.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$23 , $24 USD

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