Trust Operations Coordinator

About this role

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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:

Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee business partner to ensure multi-transactional and money movement requests are completed in an accurate and timely manner. Responsibilities include processing and monitoring WMTs related requests and research for internal and external clients, accurately setting up and processing receipts and disbursements, requesting new unique asset paperwork and maintaining pricing, preparing operational reports and performing quality control reviews and reconciliations.

The Trust Operations Coordinator will provide internal and administrative support for the Trust Operations team. This role requires flexibility, excellent verbal and written communication skills, attention to detail and a willingness to help the team succeed. They will investigate and resolve questions regarding all aspects related to daily operational responsibilities.

Essential Job Functions for the Trust Coordinator will include:

• 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

Required Knowledge, Skills & Abilities:

• 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

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

Working Conditions: Professional hybrid office environment, daytime hours, working inside, standing, and sitting, no heavy lifting over 10 lbs.