Administrative Assistant

Mercer Advisors•Los Angeles, CA

8h•Onsite

About The Position

The primary focus of a Business Operations Coordinator is to provide excellent service and administrative support to the Business Management team in servicing and delivering on the needs of high-net-worth clients. As a Business Operations Coordinator, 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.

Requirements

High School diploma with a Bachelor’s degree highly preferred
Prior experience working in an office environment with a customer service focus
Financial services industry a plus
Notary designation a plus
Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail
Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
Excellent verbal and written communications skills a must
Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
Strong desire for continuous self-learning and professional growth

Responsibilities

Handling inbound calls, emails, scheduling, and gathering client information for ongoing service processes.
Ensuring all client paperwork, requests, and procedures are completed accurately and meet compliance requirements.
Coordinating with internal operations teams to ensure timely and accurate fulfillment of client needs.
Performing general office administration, common area support, mailroom operations, and front desk/reception duties.
Managing complex scheduling and calendar coordination across platforms (Zoom, MS Teams, Outlook, dial-ins).
Supporting social media marketing, communications, and event planning.
Planning and coordinating special events, celebrations, charitable activities, and training sessions.
Assisting with special projects and performing additional duties as needed.

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
Pet Insurance