Senior Executive Assistant

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 .

The Senior Executive Assistant is a strategic, highly organized, and proactive professional who provides high-level administrative and operational support to senior executives in a fast-growing business. This role serves as a trusted partner to executive leadership and cross-functional teams, enabling efficiency, anticipating needs, and ensuring seamless day-to-day operations of the corporate hub. The Executive Assistant exercises sound judgment, maintains strict confidentiality, and operates with a high degree of autonomy in a dynamic environment.

• Provide comprehensive, high-level administrative support to multiple executives and senior leaders
• Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements
• Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication
• Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate
• Maintain accuracy and integrity of internal systems, records, reports, and executive documentation
• Manage sensitive and confidential information with the highest level of discretion
• Screen, prioritize, and respond to incoming meeting requests on behalf of executives
• Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making
• Coordinate and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow‑up on action items
• Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives
• Uphold and enhance office procedures, processes, and best practices to improve efficiency
• Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders

• 5+ years of experience in an Executive Assistant or senior administrative support role, supporting C-suite or senior leadership
• Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism
• Highly organized, detail-oriented, and results-driven with…