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Overview
Mid-Level

Administrative Assistant (Central or Mountain Time Zone)

Confirmed live in the last 24 hours

Mercer Advisors

Mercer Advisors

Compensation

up to $70

Remote, USA
Remote
Posted March 30, 2026

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 Administrative Assistant is a proactive, highly organized self-starter who provides support to an ever-growing business. This role partners closely with executives and cross-functional teams to deliver strong support and assistance and ensure seamless corporate hub operations.

 

Essential Job Functions for this role include:
  • Support multiple executives and senior leaders with administrative needs
  • Proactively manage complex calendars, schedule meetings, and coordinate domestic travel
  • Act as primary liaison between executives, employees, and clients ensuring timely, service-oriented communication
  • Maintain internal systems accuracy
  • Coordinate event logistics, materials distribution, and follow-up on action items
  • Monitor, track, and organize data, reports, and confidential documents as needed
  • Screen and prioritize incoming emails, maintaining strict confidentiality
  • Execute responsibilities independently, flagging potential issues or delays in advance
  • Plan, coordinate, and execute internal and external events as needed
  • Uphold office procedures
  • Perform other duties and special projects as assigned

 

Knowledge, Skills, and Abilities:
  • At least 1-2 years of experience in the Administrative Assistant  role
  • Results-driven and solution-oriented
  • Highly organized and detail-oriented
  • Strong interpersonal skills with ability to interact with employees at all levels
  • Excellent verbal and written communication
  • Skilled at planning, prioritizing, and managing a diverse workload
  • Adaptable to changing priorities in a fast-paced, deadline-driven environment
  • Experience in an administrative assistant support role for the C-suite
  • At least 2 years of planning and executing corporate events
  • Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
  • Proven discretion and confidentiality in handling sensitive information
  • Ability to work independently and collaboratively across teams
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