Trust Service Specialist

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.

 

Our Trust Operations Team provides a high level of service and support to our Wealth Management Team. The
Trust Operations Team also acts as liaison between Client Service Unit (CSU) and Kanaly Trust Services (a TRO for
National Advisors Trust Company) to ensure multi‐transactional and money movement requests are completed in
an accurate and timely manner. Responsibilities include processing and monitoring CSU related requests and
research for internal and external clients, accurately setup and process receipts and disbursements, request new
unique asset paperwork and maintain pricing, prepare operational reports and performing quality control reviews
and reconciliations.

The Trust Operations Specialist will be performing multiple trust operations functions relying on experience,
independent judgement, and discretion to accomplish personal and team goals with minimal supervision. The 
Trust Operations Specialist will provide internal user support, training and problem solving on the trust accounting
system and all operational responsibilities, as well as providing hands‐on processing and Client Service Specialist
support. They will investigate and resolve questions regarding all aspects related to daily operational
responsibilities.

Major areas of Responsibilities:

Assists with client tax reporting working with tax reporting vendor TRO Partner on the following:

• •  Facilitate Agent for Trustee and Foundation return preparation, maintain tax log and process tax
    payments.
  • Coordinate tracking and delivery of all tax documents
  • Facilitate resolution of IRS reporting issues
  • Interim tax code review

• Serves as quality control point to ensure that all calls, transactions, maintenance changes, policy and
  procedures for customer requests have been adhered to in accordance with compliance requirements and
  Trust Operations Internal Guidelines
• Facilitate new custody account setups at TRO Partner monitoring timeliness and accuracy of system setup
• Write and/or enhance work instructions and procedures ensuring compliance with all regulatory requirements
  and company policies
• Cross train to serve as back‐up to other team members
• Other duties as assigned by management

Competencies:

• Experienced with trust accounting platforms with advanced comprehension to solve unusual as well as
  common application questions, and to serve as a resource on the subject for others in the organization.
• Understanding of trust industry and operations concepts, practices, and procedures.
• Strong interpersonal skills with ability to think and communicate strategically.
• Understanding the importance of delivering high quality client service to the various components of Mercer
  Advisors; commitment to accuracy and quality controls required and follow through to ensure that client
  needs are met.
• Ability to understand and identify risk.
•  Comfortable working in a fast paced, high-volume environment and stay organized to perform and prioritize
  multiple tasks.
• Demonstrated proficiency with Microsoft Office, specifically advanced Excel skills required to prepare financial
  reports, presentations, and spreadsheets.

Experience:

•  Minimum five years’ experience in trust industry.
• Five years in client servicing.
• Experience in various elements of processing and quality assurance.

Education:

•  College degree and/or relevant work experience

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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