Mercer Advisors · 14 hours ago
Administrative Assistant (Estate Planning Operations Specialist)
Denver, NC
Full-time
Onsite
New Grad, Entry Level
$49K/yr - $58K/yrMercer Advisors is a leading firm that integrates financial planning and management services for families across the U.S. The Operations Specialist/Administrative Assistant will provide operational and administrative support for the Estate Planning Group, assisting with client onboarding, meeting scheduling, and processing estate plans.
FinanceProperty & Casualty InsuranceProfessional ServicesAdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Coordinating referrals to the estate planning group from internal advisors
Assisting with managing client intake process for estate planning team including creation of folders, inputting initial data into CRM and ensuring all data is accurate and complete
Coordinating scheduling of initial client estate planning meetings
Shipping, scanning, and assembling estate plans and other related documents
Preparing materials for client meetings
Training of new staff, including preparing training resources, training on systems and processes, as well as ongoing support for any questions related to day-to-day systems and processes
Assisting with ad hoc projects
Other duties as needed
Qualification
Required
High school diploma required
Outstanding work ethic with a self-starter attitude
Ability to meet deadlines and perform under pressure, by prioritizing and multi-tasking in a busy environment
Outstanding communication and organizational skills
Proficiency with MS Word, Excel, Adobe and Outlook
Able to maintain confidentiality with all matters
Have a “can-do” positive attitude and enjoy being part of a team
Eager to become an expert in the position
Preferred
bachelor's degree preferred
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
Pet Insurance
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
Founded in 1985
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-02-12
2026-02-11
2026-01-07
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