ਕੰਮ ਦਾ ਵੇਰਵਾ

About Mercer Advisors

Mercer Advisors has spent more than four decades helping households bring clarity and simplicity to their financial lives. The firm combines financial planning, investment management, business management, tax, estate, insurance, and related services through one coordinated team. Its approach delivers the level of integrated support that was once available mainly to very affluent families.

Today, Mercer Advisors supports more than 31,300 families across 90+ cities in the United States. It has been recognized as the #1 RIA firm in the nation by Barron’s for two straight years. As an independent fiduciary, the company is legally required to put clients’ interests first at all times.

The organization describes its workplace as distinct within the financial services sector, with women representing more than half of its employees and client-facing professionals. Its national, flexible footprint is built around strong talent, no matter where people are located.

A ranking note from Barron’s states that Mercer Advisors was ranked #1 among RIA firms with up to $70 billion in assets. The ranking considered factors such as size, growth, service quality, technology, and succession planning. No payment was made to participate in the ranking, although Mercer Advisors has paid a fee to use the ranking in marketing.

Role Summary

The Executive Assistant will act as a senior-level administrative and operational partner to executive leadership in a rapidly growing business. The position requires someone who can stay ahead of needs, keep work moving smoothly, support the corporate hub, and handle responsibilities independently in a fast-changing environment. Strong judgment, discretion, and the ability to work with limited supervision are essential.

What You Will Do

Deliver broad executive and administrative support to several leaders and senior executives.
Handle demanding calendars that change often, arrange meetings, and organize domestic travel.
Act as a dependable connection point for executives, internal colleagues, outside partners, and clients, while keeping communication timely and professional.
Look ahead to executive needs, sort priorities, solve routine issues on your own, and raise concerns or delays when needed.
Keep internal records, reports, systems, and executive files accurate and up to date.
Protect confidential and sensitive information with a high level of discretion.
Review, rank, and respond to meeting requests on behalf of executives.
Create, arrange, and monitor reports, presentations, data, and other materials that support decision-making.
Plan and coordinate internal and external meetings and events, including logistics, materials, and action-item follow-up.
Organize corporate and executive-sponsored events so they support business goals.
Improve office routines, processes, and best practices to make operations more efficient.
Support or lead special projects and initiatives across teams and stakeholders as assigned.

Required Experience and Capabilities

At least 3–5+ years of experience in an Executive Assistant or senior administrative support position, ideally supporting C-suite or senior leaders.
Proven ability to be a reliable partner to executives while using sound judgment and professional behavior.
Strong organization, close attention to detail, and a results-focused mindset with the ability to balance competing demands.
Good relationship-building skills and the ability to communicate effectively with people at all levels of the organization.
Strong written and spoken communication skills.
Ability to plan, prioritize, and manage a varied, high-volume workload in a fast-moving, deadline-driven setting.
Experience handling complex executive calendars, travel, and logistics.
Background in planning and running corporate and executive events.
Advanced working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint.
Strong integrity and discretion when dealing with private or confidential information.
Comfort working independently, taking initiative, and collaborating across functions.
High school diploma is required; an associate’s or bachelor’s degree is preferred.

Work Schedule

This is a professional role with required availability from Monday through Friday, 8:00 AM to 5:00 PM.

Working Conditions

The role is based in a professional office setting during daytime hours. Work is performed indoors and may involve both standing and sitting. A workstation will be assigned. Heavy lifting above 20 lbs is not required.

Compensation

The base salary range for this position is $70,000 to $90,000 USD per year. Final pay will depend on factors such as location, relevant experience, education, skills, and licenses or certifications. This role is also eligible for incentive compensation through one of the company’s incentive programs.

Benefits

Employer-paid basic life and AD&D coverage
Employer-paid short-term and long-term disability insurance
Optional supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance
Three medical plan options through Cigna, including two high-deductible plans and one traditional copay plan
Kaiser medical plans in California
Health savings account with company contributions for employees enrolled in an HDHP plan
Two dental plan options
Vision insurance
Dependent care savings account for child and dependent care expenses
14 paid company holidays, including a full week off at Thanksgiving
Generous vacation and sick leave
Employee Assistance Program
Family medical leave
8 weeks of paid parental leave
Maternity support that combines company-paid STD, any supplemental STD, and 8 weeks of parental leave for recovery and bonding time
Adoption assistance reimbursement
Concierge services for employees and loved ones covering aging parents, children, and other care needs
401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax contribution option
Pet insurance
Personal financial planning and guidance at preferred employee pricing

Additional Information

The company does not accept unsolicited resumes from agencies or search firms for this opening. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. The company participates in E-Verify and follows federal employment eligibility verification rules.

If accommodation is needed during the application or hiring process, candidates should email PeopleTeam@merceradvisors.com. That inbox is only for accommodation requests.

Applicants may review information about applicant rights, required employment notices, E-Verify participation, and state-specific disclosures through the company’s Applicant Notices and Employment Rights materials. California residents can also review the California Consumer Privacy Policy. A CCPA Notice at Collection is provided as well.

Application Timing

The initial application deadline is May 22, 2026. Applications received after that date may still be reviewed on a rolling basis until the position is filled. Candidates are encouraged to apply as early as possible. If no final decision has been made by the initial deadline, later submissions will continue to be considered as received.

Executive Assistant