Executive Operations Assistant
•Scale Army Careers· 1d
⚙️ Operations📝 Contract🌱 Entry Level💰 $22k-25k📍 Cairo, Egypt
1d ago
Merceradvisors·2 days ago
Why Work at Mercer Advisors?
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 31,300 families across 90+ 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.
Job Summary:
The primary focus of a Client Service Associate I is to provide excellent follow-through and operational support to the brokerage service team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Associate, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.
Responsibilities:
Requirements:
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| Experience: |
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Competencies:
| Business & Technological Knowledge | |
| Individual Experience | Core knowledge of the industry |
| Economic Landscape | Working knowledge of the economic landscape and impact on the Firm and clients |
| Data/Financial Acumen | Seasoned working knowledge of data and financial metrics relevant to the job |
| Business Operations | Strong working and core knowledge of Broker-Dealer Office Operations and purpose/relationship to other Firm operational groups |
| Technology - Junxure | Foundational to strong understanding of Junxure |
| Core Tech/Platforms | Able to effectively navigate Core Technology (Microsoft Office, Laserfiche, Custodian Sites, Task Management tools, DocuSign, and more) at an expert level |
| Technology – Black Diamond | Some knowledge and continued development of Black Diamond and assisting with ad hoc reporting requests |
| Compliance | Foundational knowledge of aspects of compliance as relates to job tasks in role and a growing working understanding of compliance requirements |
| Business Operations - Account | Learning the basics of Account Operations and beginning to execute related tasks |
| SO's - Brokerage | Able to facilitate brokerage offerings and process change requests |
| INTERPERSONAL EFFECTIVENESS | |
| Teamwork & Collaboration | Actively practices teamwork and collaboration within and beyond the assigned team -- e.g., with Branch Ops or Investment Ops and other mid and back office operations |
| Work Environment | Contributes to a positive work environment; builds appropriate rapport with other team members |
| Balancing Priorities | Balances competing priorities and manages time pressures with composure |
| Trustworthiness | Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability |
| Professional Presence | Demonstrates commitment to professional behaviors - punctuality, attendance, appropriate office conduct, responsiveness, and follow-through |
| Communications | Presents oral and written communications in a concise and well-organized form |
| CLIENT FOCUS & ACCOUNTABILITY | |
| Client Service | Directly supports and maintains client account operations. Demonstrates logical approach to gathering information to answer client questions. Partners with others to maintain client relationships through responsive, proactive client service. Serves as the primary point of operational contact for clients and brokerage teams. Effectively resolves and manages solutions to resolve client concerns and issues. Proactively engages with internal and external clients in order to exceed expectations. |
| Resource Coordinator | Has established working relationships with internal resources needed to deliver high quality work on a timely basis |
| Quality | Demonstrates accountability for own work quality; can quality control own work |
| LEADERSHIP | |
| Vision & Values | Understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles |
| Talent Development | Proactively takes on new work. Actively seeks feedback from team members and Wealth Management leaders. Assists with training and mentors new employees as needed. |
| Innovative & Change Management | Seeks to learn and apply new approaches and processes. May begin to identify/suggest process improvements. |
| Firm-building | Represents the Firm in a professional manner |
| Driving Results | Understands and supports meeting KPI goals |
Work Schedule: Monday through Friday, 8:00AM – 5:00PM.
Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
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