Account Operations Specialist

Job Summary The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests. This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements. As an Operations Assistant, you will contribute to the efficiency and effectiveness of MA Brokerage Solutions by supporting day‑to‑day operations and ensuring a high level of service for internal partners and clients. You will work in a collaborative, team‑oriented environment and develop foundational skills necessary for progression within brokerage operations. Responsibilities Provide day‑to‑day operational and administrative support Process routine transactions such as account updates and maintenance Complete paperwork for client onboarding Maintain data integrity across systems (Junxure, Laserfiche, Aspen) Assist with onboarding and account setup Support account transfers and lifecycle events Respond to internal requests and escalated complex issues Partner with team members to complete requests Follow established workflows and procedures Field inbound client calls Provide front desk coverage Assist with general administrative tasks Participate in training and development Other duties as needed Requirements Education: High School diploma with a bachelor’s degree preferred Experience: 1‑2 years office experience desired Financial services industry preferred Prior experience working in an office environment with a customer service focus helpful Job Skills: Ability to prioritize in a fast‑paced environment while maintaining client focus and attention to detail Enjoy collaborating and building positive relationships internally with co‑workers and externally with clients and vendors Excellent verbal and written communication skills essential Strong MS Office (Word, Excel, Outlook) skills required; prior use of CRM system (Junxure) a plus Strong desire for continuous self‑learning and professional growth Competencies Interpersonal Effectiveness Teamwork & Collaboration – actively practices teamwork and collaboration within and beyond the assigned team Work Environment – contributes to a positive work environment; builds appropriate rapport with other team members Balancing Priorities – balances competing priorities and manages time pressures with composure Trustworthiness – instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability Professional Presence – demonstrates commitment to professional behaviors – punctuality, attendance, appropriate office conduct, responsiveness, and follow‑through Communications – presents oral and written communications in a concise and well‑organized form Leadership Vision & Values – understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles Talent Development – proactively takes on new work, seeks feedback, assists with training and mentors new employees as needed Innovative & Change Management – seeks to learn and apply new approaches and processes; identifies/suggests process improvements Firm‑building – represents the Firm in a professional manner Driving Results – understands and supports meeting KPI goals Work Schedule Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions Professional office environment, daytime hours; working inside, standing, and sitting. Will be assigned to a workstation; no heavy lifting over 10 lbs. Compensation Actual base pay within this range will be based on a variety of factors, including but not limited to geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through Mercer Advisors’ incentive compensation programs. Base Pay Range: $23,000 – $24,000 USD. Benefits Company‑paid Basic Life & AD&D Insurance 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, including two High Deductible Health Plans and a Traditional Co‑Pay 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 Dependent Care Savings Account for child and dependent care 14 Company‑Paid Holidays including full week off at Thanksgiving Generous paid time off program for vacation and sick days Employee Assistance Program Family Medical Leave Paid Parental Leave (8 weeks) Maternity benefits utilizing company‑paid STD, supplemental STD, plus Parental Leave (8 weeks) Adoption Assistance Reimbursement Program Company‑Paid Concierge Services 401(k) Retirement Plan (Traditional and Roth with per‑pay‑period match and after‑tax option) Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing Equal Employment Opportunity 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 View email address on click.appcast.io. For information about applicant rights, required employment notices, E‑Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. California residents: learn more about Mercer's California Consumer Privacy Policy. #J-18808-Ljbffr Mercer Advisors