Mercer Advisors

Legal Assistant

• Support estate planning strategists and clients throughout the estate planning process
• Draft various correspondence to wealth management teams and clients
• Follow best practices for group, client, and advisor interaction
• Provide general administrative support and other duties as needed
• Act as a primary point of contact for clients, manage client correspondence, and administer calendar management for a strategist
• Schedule meetings and answer phones
• Maintain estate planning documents and support estate planning reviews as liaison with specialists, wealth management teams, and clients
• Maintain client files, including preparing and finalizing notes for meetings
• Record working time into the timekeeping system daily if classified as non-exempt and follow timekeeping requirements
• Work within a professional office environment or a dedicated home office workspace; basic technology provided

Legal Assistant, Estate Planning Service Specialist

Community Manager

• The Regional Vice President II will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.
• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth

Regional Vice President, Community

Billing Specialist

• Member of the Operations Team collaborating with internal departments and external partners to ensure correct and timely billing of Mercer Advisors investment management clients.
• Responsible for monthly billing audit including fee billing analysis, troubleshooting client accounts, and adjustment billing
• Review accounts and households to ensure appropriate fee schedules are assigned
• Prepare and review client billing files for accuracy and completeness and submit billing file for processing
• Review direct debit results files to insure timely collections of client fees
• Research and assist in the collection of any uncollected items
• Analyze billing data on a monthly basis and work with Finance & Accounting to insure proper revenue recognition
• Respond to billing inquiries from Client Service teams
• Perform month-end and ad hoc analysis as needed
• Work with trading and client service teams to ensure cash is available for direct debit in investment accounts

Client Partner

The Vice President, M&A Partner Development is responsible for managing the entire sales experience for new M&A prospects sourced through multiple channels (community referrals, recruiters and sell-side Investment Bankers.
Responsibilities for this role include cultivating strong professional relationships with contacts and investment bankers and excellent deal management from initial contact through closing.
Success in this role requires sounds business judgement, industry acumen and excellent relationship management.
As a senior executive of the firm, this role acts as an ambassador for Mercer Advisors within the industry.
Development and Nurturing Investment Banker, Recruiter, and Community Relationships: Ongoing communication and collaboration with contacts to ensure that we receive high quality leads that are consistent with our acquisition priorities
Attend industry events as a representative of Mercer Advisors to connect with Bankers and potential prospects
Provide timely responses and proactive outreach on all deal communications
Quickly identify and screen best fit opportunities that match Mercer Advisors target profile characteristics
Lead Management and Sales Process: Manage all aspects of sales process to successfully progress qualified leads through pipeline stages
Effective communication with M&A prospects regarding Mercer Advisors service model, platform capabilities and value proposition to differentiate from competitors
Facilitate outstanding Mercer Advisors Office Visit experience for M&A prospects including quarterbacking and clearing reverse due diligence items
Analyze target financial statements and operational data, CIMs, and other qualitative or strategic considerations to inform valuation models and recommendations to company leadership
Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close
Support pre-closing activities including client consent process, new team-member communications and handoff to Partner Integration team members

VP, M&A Partner Development - Banker Channel

Operations

This position is responsible for all aspects of investment account servicing and problem solving for high net worth clients and intermediaries.
There is heavy client service and custodian interaction with a very high-volume of email and telephone communication.
Individual must be able to work both independently with excellent time management skills as well as collaborate and effectively interact as a team member.
This is a high-pressured, deadline-oriented position that requires a high level of diplomacy and integrity.
Submitting and following up on all client requested money movement ensuring accurate processing, troubleshooting and resolving any discrepancies
Reviewing and delegating tasks to traders, account operations team, and portfolio accounting vendors
Auditing accounts for unusual or unanticipated withdrawals alerting client services to account activity
Facilitating new account funding by initiating ACAT and non ACAT transfers, troubleshooting and resolving any issues while working with both Mercer Advisors chosen custodians and outside contra firms
Resolving deposit issues, collaborating with custodians and client services
Partnering with the accounting department to process management fees; raising cash, reconciling and resolving any management fee rejects
Working closely with the Compliance Department by implementing compliance standards
Supporting client services by managing client documentation and mailings to Mercer Advisors chosen custodians
Facilitate positive relationships with business partners as point of contact for custodians representing Mercer Advisors on a day-to-day basis and at industry conferences and workshops
Performs other duties assigned as needed

Accounts Operations Specialist

• The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.
• As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.
• Essential Job Functions will include:
• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow practices and data integrity
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stays up to date on tax law and any changes
• All other duties as assigned