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.

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