Administrative Assistant (Estate Planning Operations Specialist)
Mercer Advisors(11 days ago)
About this role
The role involves providing operational and administrative support within the Estate Planning Group at Mercer Advisors. Tasks include client onboarding, meeting scheduling, document processing, and supporting the estate planning process, with an emphasis on attention to detail and communication skills.
Required Skills
- Microsoft Word
- Excel
- Outlook
- Adobe
- Organization
- Communication
- Client Management
About Mercer Advisors
merceradvisors.comMercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
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