Partner Success Document Control Specialist
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead the effort of creating and preparing Mercer agreements and related materials for clients that have joined Mercer Advisors via the acquisition of independent firms.
- Distribute (either electronically or via hard copy) agreements to clients.
- Monitor and track the successful return of executed agreements.
- Follow-up with non-responsive clients on a regular, pre-determined frequency.
- Prepare and distribute reports to multiple stakeholders tracking the progress of executed agreements.
- Archive executed agreements in Mercer’s electronic file storage system and update specific fields in Mercer’s CRM system related to the executed agreements.
Requirements
- Minimum five (3 - 5) years of professional services experience; experience with a financial services firm is preferred.
- Superior level of skills and experience in Microsoft Word and Microsoft Excel.
- Excellent organizational skills.
- Deadline oriented – must be willing to work under the pressure of deadlines.
- Possess the ability and comfort to manage multiple projects simultaneously.
- Very high attention to detail and fanatical commitment to accuracy of data.
- A self-starter who is able to work independently.
- Client-centric approach required.
- Experience working with high-level, busy professionals in a demanding environment.
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 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft WordMicrosoft Excel
Soft skills
organizational skillsdeadline orientedability to manage multiple projectsattention to detailcommitment to accuracyself-starterclient-centric approach