Sr Executive Assistant & Executive Operations Manager
10 days ago
New York
Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • 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 Senior Executive Assistant | Executive Operations Manager will be proactive, organized and self-motivated taking on new challenges to strategically support a growing business with a variety of responsibilities and dynamic key projects. This role will work directly with our President and support the success of our executive management team. This individual will work closely with senior leaders providing high-level support and leading key projects. The role requires interacting with employees at all levels of the organization as well as with clients, board members and other external stakeholders. This role will perform multiple administrative support roles for Mercer Advisors including interactions with executive leadership, employees and working with both clients and investors. Essential Job Functions will include: Key Executive Assistant duties: • Supporting multiple executives including the President and other senior leadership with all administrative needs, • Proactively managing complex calendars and meeting scheduling, • Acting as the point of contact between executives and employees/clients managing the timely communication of information with a service mindset, • Creating, drafting, editing and proofing reports, spreadsheets, letters, written correspondence, presentations and other documents as well as updating internal systems, • Support Board related responsibilities, • Assist with Mergers & Acquisition related requests, • Monitoring, tracking, and organizing data, reports and documents, • Coordinating travel arrangements and processing expenses, • Screening and directing incoming calls including determining the level of priority while maintaining confidentiality, • Building and maintaining positive relationships with external callers as well as internal contacts at all levels of the organization, • Assisting senior leaders with activities related to new strategic projects and initiatives, • Researching, collecting and analyzing information, • Executing responsibilities without prompting and advising in advance with issues or delays, • Coordinating internal and external events as needed, • Other duties as needed Key Executive Operations Manager duties: • Manage company leadership calendar and cadence – support the strong collective effectiveness of the leadership team by creating an effective cadence for communication and collaboration., • Manage the overall company calendar, • Manage the Exec team calendar / whereabouts, • Orchestrate leadership involvement in client / prospect events (speakers' bureau concept), in partnership with local marketing Quarterly Business Reviews Semi-Annual ELC meetings / offsite (in partnership with others) Annual leadership forum Budget Working Group (Board) • Coordinate executive coverage and project support to ensure successful coverage of the executive group more broadly, • Working with the President & CFO, to determine the appropriate Executive Assistant coverage ratios for different levels of the organization, • Oversee Executive Assistant coverage alignment, including coverages during leave, • Serve as the primary liason for NYC office, through team communication, office coordination and overall maintaining efficient workplace environment, • +10 years of experience in an administrative support role required, • +5 years planning and executing events, • High school diploma required; Bachelor's degree strongly preferred, • Proficiency with MS Office programs including Word, Excel, Outlook and PowerPoint; other technologies like Zoom, Teams, and Box, • Experience exercising discretion and confidentiality with sensitive company information, • Ability to excel in a fast-paced, deadline-driven and collaborative environment, • Ability to plan, prioritize and organize a diverse workload, • Ability to adapt procedures, processes and techniques to complete projects and tasks, • Ability to work independently and remain flexible as priorities change, • Results-driven, solution-oriented, • Highly organized, detail oriented, • Strong interpersonal and verbal/written communication skills, • Self-starter and critical thinker, • High level of executive presence Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Role will require in office presence ~3 days per week, with flexibility as needed. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Salary: Average annual salary range for this position across our locations is: $140,000 to $160,000. 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. 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 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 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. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
