Job Description
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 Partner Success Document Control Specialist will be an important member of the Partner Success Team, which is responsible for working with acquired firms and integrating their employees, systems and processes into the Mercer environment. While this role may assist with various phases of the integration process, this position will primarily focus on a specific critical area of the integration process: generating Mercer wealth management agreements and related documents for all clients of acquired firms, managing the distribution and collection and executed documents, and monitoring, archiving and reporting on the status of returned and outstanding documentation. The Document Control Specialist must be highly organized and requires precision, superior attention to detail, strong project management skills and solid communication skills (including understanding the "audience", promptness, patience and clarity).
Essential Job Functions for the M&A Portfolio Data Analyst will include:
- 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.
Required Knowledge, Skills and Abilities:
- 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.
Working Conditions:
This is a work-from-home position Professional home office work environment during business hours. Minimal business travel required. Work from home-based position.
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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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 PeopleTeam@MercerAdvisors.com. 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)
- Equal Employment Opportunity (EEO)
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- E-Verify
- Right to Work
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