Mercer Advisors

Compensation

Full Description

Job Description: • Lead the effort of creating and preparing Mercer agreements and related materials for clients that have joined Mercer Advisors via the acquisition of independent firms. • Distribute (either electronically or via hard copy) agreements to clients. • Monitor and track the successful return of executed agreements. • Follow-up with non-responsive clients on a regular, pre-determined frequency. • Prepare and distribute reports to multiple stakeholders tracking the progress of executed agreements. • Archive executed agreements in Mercer’s electronic file storage system and update specific fields in Mercer’s CRM system related to the executed agreements. Requirements: • Minimum five (3 - 5) years of professional services experience; experience with a financial services firm is preferred. • Superior level of skills and experience in Microsoft Word and Microsoft Excel. • Excellent organizational skills. • Deadline oriented – must be willing to work under the pressure of deadlines. • Possess the ability and comfort to manage multiple projects simultaneously. • Very high attention to detail and fanatical commitment to accuracy of data. • A self-starter who is able to work independently. • Client-centric approach required. • Experience working with high-level, busy professionals in a demanding environment. 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