Administrative Assistant (Estate Planning Operations Specialist) - Denver, CO

Mercer Advisors(3 days ago)

Denver, COOnsiteFull TimeJunior$49,292.03 - $57,990.62Wealth Solutions

About this role

Mercer Advisors is seeking an Operations Specialist/Administrative Assistant in the Estate Planning group within Wealth Solutions. The role involves providing operational and administrative support, managing client onboarding, scheduling meetings, and processing estate plans. The position is essential to facilitate clients through estate planning processes and involves collaboration with internal teams.

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Required Skills

Microsoft Word
Excel
Outlook
File Management
Client Coordination
Estate Planning
Scheduling
Communication
Data Entry
Administrative Support

Qualifications

High School Diploma

About Mercer Advisors

merceradvisors.com

Mercer 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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