Account Operations Specialist

Overview

Mercer Advisors is seeking an Operations Assistant I to provide administrative and operational support to the brokerage operations team, servicing client accounts and fulfilling operational requests with accuracy and timeliness. This role focuses on learning brokerage processes, systems, and compliance requirements while contributing to day-to-day operations and client service.

The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests. This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements. The role supports the efficiency and effectiveness of MA Brokerage Solutions and contributes to a collaborative, team-oriented environment.

• Provide day-to-day operational and administrative support
• Process routine transactions such as account updates and maintenance
• Complete paperwork for client onboarding
• Maintain data integrity across systems (Junxure, Laserfiche, Aspen)
• Assist with onboarding and account setup
• Support account transfers and lifecycle events
• Respond to internal requests and escalate complex issues
• Partner with team members to complete requests
• Follow established workflows and procedures
• Field inbound client calls
• Assist with general administrative tasks
• Participate in training and development
• Other duties as needed

• Education:
  
  High School diploma with a bachelor’s degree preferred
• Experience:
  
  1-2 years office experience desired; financial services industry preferred; prior experience in an office environment with a customer service focus helpful
• Job
  
  Skills:
  
  Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail
• Interpersonal:
  Excellent verbal and written communications; collaborative mindset; strong relationship-building with colleagues, clients, and vendors
• Technical:
  Strong MS Word, Excel, and Outlook; prior use of CRM system (Junxure) a plus; strong desire for continuous self-learning and professional growth

• Teamwork and collaboration; ability to balance competing priorities
• Trustworthiness and professional presence; punctuality and responsiveness
• Concise, well-organized oral and written communications
• Willingness to learn and participate in process improvements

• Work Schedule:
  
  Monday through Friday, 8:00 AM – 5:00 PM
• Working Conditions:
  
  Professional office environment; daytime hours; seated and standing tasks; workstation setup; no heavy lifting over 10 lbs

• Base Pay Range: $23 - $24 USD
• Base pay is determined by location, experience, education, skills, and licenses/certifications
• Incentive compensation programs may apply
• Benefits include multiple medical plans, life and disability insurance, HSA, vision, Dependent Care Savings Account, 401(k) with employer match, paid holidays, PTO, parental leave, adoption assistance, and more

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable law. We participate in E-Verify and comply with employment eligibility requirements.

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