Administrative Assistant

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? 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. Please see important information about the ranking criteria methodology here.

Job Summary:

The Administrative Assistant will support a wide variety of activities ensuring the Denver office operates in a professional and efficient manner. This individual will be the first point of contact in the office for guests and business partners, ensuring they are warmly greeted as they arrive for meeting. Additionally the Coordinator will manage incoming distribution of correspondence, office supply inventory and kitchen equipment service venders.

Essential Job Functions for the Administrative Assistant will include:

• Welcoming visitors in person or on the telephone by greeting, directing and referring them appropriately
• Answering, screening and forwarding incoming telephone calls
• Helping with on-site and local events
• Managing catering and food set-up/clean-up
• Providing office support including receiving, sorting, coordinating and distributing daily mail and deliveries
• Ensuring the reception area is presentable with all necessary stationary and material
• Maintaining office security by following safety procedures
• Assisting in the ordering, receiving, stocking and distribution of office supplies 
• Processing facilities requests
• Performing other clerical duties such as filing, photocopying, transcribing, emailing and faxing
• Other duties as needed

Required Knowledge, Skills, and Abilities: 

• High school diploma or GED required
• Proven work experience as a receptionist, facilities or Administrative Assistant, or similar role
• Hands-on experience with office equipment (e.g. copy machines and printers)
• Strong organizational skills and the ability to interact professionally and personably
• Passion for providing exceptional customer service
• Ability to follow instructions and execute tasks with accuracy
• Proficiency with Microsoft Office programs including Word, Excel, Outlook and PowerPoint
• Strong verbal and written communication skills
• Must be flexible and confidential with all matters

Work Schedule:  Monday through Friday, 8:00 AM to 5:00 PM

Working Conditions: Professional office environment, working inside, sitting, and standing, will be assigned to a work station, no heavy lifting over 20 lbs.

Salary: Average annual salary range for this position across our locations is: $45,000 to $53,000.  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. 

The anticipated date that this position will be filled is 8/14/2025.

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:

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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