Executive Assistant
Quick Summary
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.
What We Offer
~3 min readFor 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 31,300 families across 90+ 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.
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Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: |
The Executive Assistant is a strategic, highly organized, and proactive professional who provides high-level administrative and operational support to senior executives in a fast-growing business. This role serves as a trusted partner to executive leadership and cross-functional teams, enabling efficiency, anticipating needs, and ensuring seamless day-to-day operations of the corporate hub. The Executive Assistant exercises sound judgment, maintains strict confidentiality, and operates with a high degree of autonomy in a dynamic environment.
- Provide comprehensive, high-level administrative support to multiple executives and senior leaders
- Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements
- Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication
- Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate
- Maintain accuracy and integrity of internal systems, records, reports, and executive documentation
- Manage sensitive and confidential information with the highest level of discretion
- Screen, prioritize, and respond to incoming meeting requests on behalf of executives
- Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making
- Coordinate and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow-up on action items
- Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives
- Uphold and enhance office procedures, processes, and best practices to improve efficiency
- Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders
- 3–5+ years of experience in an Executive Assistant or senior administrative support role, preferably supporting C-suite or senior leadership
- Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism
- Highly organized, detail-oriented, and results-driven with exceptional ability to manage competing priorities
- Strong interpersonal skills with the ability to build relationships and communicate effectively at all levels of the organization
- Excellent written and verbal communication skills
- Proven ability to plan, prioritize, and manage a diverse and high-volume workload in a fast-paced, deadline-driven environment
- Experience managing complex calendars, travel, and logistics for senior executives
- Demonstrated experience planning and executing corporate and executive-level events
- Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
- Proven discretion and integrity in handling sensitive and confidential information
- Ability to work independently, take initiative, and collaborate effectively across teams
- High school diploma required; associate’s or bachelor’s degree preferred
- Highly organized and detail-oriented
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.
Application Deadline: The initial deadline for applications is 5/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Location & Eligibility
Listing Details
- Posted
- May 8, 2026
- First seen
- May 9, 2026
- Last seen
- July 8, 2026
Posting Health
- Days active
- 60
- Repost count
- 0
- Trust Level
- 51%
- Scored at
- July 8, 2026
Signal breakdown
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