Trust Operations Coordinator

Mercer Advisors

Trust Operations Coordinator providing administrative support for Trust Operations team at Mercer Advisors. Collaborating with Wealth Management Teams for seamless operational tasks and compliance.

Posted 7/16/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and communication skills while managing administrative tasks related to Trust Services. Proficient in maintaining client documents, ensuring compliance, and delivering exceptional customer service in a collaborative team environment.

Highest-signal resume keywords

Administrative ExperienceOutstanding Communication SkillsProficiency in MS Word, Excel, PowerPoint, and OutlookCustomer Service SkillsAbility to Maintain Confidentiality

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Outstanding Work EthicSelf-Starter AttitudeAbility to Prioritize and Multi-TaskPositive AttitudeTeam Collaboration

Industry Keywords

Trust ServicesCompliance RequirementsQuality ControlWorkflow ManagementClient Tax Reporting

About the role

Key responsibilities & impact

Assisting with leading administrative tasks related to Trust Services including maintaining client documents and assisting staff with workflow.
Working closely with leadership to ensure timely correspondence with internal teams and clients.
Liaison between the WMT and any Corporate Trustee business partner by providing advanced knowledge of best practice operations.
Working collaboratively to document key processes.
Assisting with client tax reporting working with Corporate Trustee tax reporting vendor with coordinating tracking and delivery of all tax documents
Serving 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
Reviewing and maintaining unique asset pricing.
Establishing and maintaining internal procedures and service standards related to Trust Operations identifying and implementing the most efficient workflow
Cross training to serve as back-up to other team members
Other duties as assigned by management

Requirements

What you’ll need

High school diploma required; bachelor’s degree preferred
Executive support or administrative experience a plus
Experience or willingness to work with dynamic professionals
Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
Outstanding communication and organizational skills
Proficiency with MS Word, Excel, PowerPoint and Outlook
Excellent customer service skills
Ability to maintain confidentiality with all matters
Have a “can-do” positive attitude and enjoy being part of a team
Ability to prioritize and multi-task in a busy environment
Eager to become an expert in the position

Benefits

Comp & perks

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