Private Market Specialist

Mercer Advisors

13h•Remote

About The Position

The primary focus of a Private Market Specialist is to provide excellent follow-through and operational support to the Private Investments team in servicing and delivering on the needs of the clients of Private Investments. As a Private Market Specialist, you will have a direct impact on the Clients and Advisors 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

Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
3-5+ years of job-related experience required
Financial services industry required
Prior experience working in an office environment with a customer service focus helpful
Ability to prioritize in a fast-paced environment while maintaining 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

Nice To Haves

prior use of CRM system (Salesforce) a plus

Responsibilities

Responsible for day-to-day operations and administrative support of the Private Investment Team
Working with Advisors to enroll Qualified Investors in Private Investment Funds
Managing client subscription agreements and ensuring all subscription paperwork is completed
Adhere to all compliance requirements for the funds
Coordinating with internal operation departments to ensure client requests are processed and tracked
Maintaining data integrity across all systems and updating as necessary
Researching client issues in cooperation with back-office operation partners
Some duties can include if appropriate - verifying outside assets, establishing new accounts and processing
Guiding and training peers on new tasks
Other 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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing