Mercer Advisors
Trust Operations Coordinator
Houston
Sponsorship not specified$22k-$25kDetected 5 days ago
ComplianceExcelCustomer SupportResearchLeadershipCommunicationOrganizational SkillsMicrosoft Office
About the role
- 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:
Responsibilities
- Assisting with leading administrative tasks related to Trust Services including maintaining client documents and assisting staff with workflow.
- 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
- Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT).
- The Trust Operations Coordinator will provide internal and administrative support for the Trust Operations team.
Requirements
- Required Knowledge, Skills & Abilities:
- For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
Nice to have
- High school diploma required
- bachelor's degree preferred
Skills
- High school diploma required; bachelor's degree preferred
- Executive support or administrative experience a plus
- Experience or willingness to work with dynamic professionals
- Outstanding communication and organizational skills
- Proficiency with MS Word, Excel, PowerPoint and Outlook
- Excellent customer service skills
- Ability to maintain confidentiality with all matters
- Ability to prioritize and multi-task in a busy environment
- Eager to become an expert in the position
Compensation
- 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.
- Base Pay Range
Benefits
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- 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.
Company info
- We offer the following:
- We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Equal opportunity
- equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
- This inbox is for accommodation requests only.
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.