Administrative Assistant

Mercer Advisors•Denver, CO

22h•Onsite

About The Position

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients. Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. 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.

Requirements

At least 1-2 years of experience in the Administrative Assistant role
Results-driven and solution-oriented
Highly organized and detail-oriented
Strong interpersonal skills with ability to interact with employees at all levels
Excellent verbal and written communication
Skilled at planning, prioritizing, and managing a diverse workload
Adaptable to changing priorities in a fast-paced, deadline-driven environment
Experience in an administrative assistant support role for the C-suite
At least 2 years of planning and executing corporate events
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
Proven discretion and confidentiality in handling sensitive information
Ability to work independently and collaboratively across teams
High school diploma required

Responsibilities

Support multiple executives and senior leaders with administrative needs
Proactively manage complex calendars, schedule meetings, and coordinate domestic travel
Act as primary liaison between executives, employees, and clients ensuring timely, service-oriented communication
Maintain internal systems accuracy
Coordinate event logistics, materials distribution, and follow-up on action items
Monitor, track, and organize data, reports, and confidential documents as needed
Screen and prioritize incoming emails, maintaining strict confidentiality
Execute responsibilities independently, flagging potential issues or delays in advance
Plan, coordinate, and execute internal and external events as needed
Uphold office procedures
Perform other duties and special projects as assigned

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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing