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 elevate complex issues Partner with team members to complete requests Follow established workflows and procedures Field inbound client calls Assist with general administrative tasks Participate in training and development Other duties as needed 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 demonstrating attention to detail Enjoy collaborating and building positive relationships internally with co‑workers and externally with clients and business vendors Excellent verbal and written communication skills a must Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Junxure) a plus Strong desire for continuous self‑learning and professional growth Interpersonal Effectiveness Actively practices teamwork and collaboration within and beyond the assigned team Contributes to a positive work environment; builds appropriate rapport with other team members Balances competing priorities and manages time pressures with composure Trustworthy; 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 Communicates through concise and well‑organized oral and written presentations Leadership Understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles Proactively takes on new work; actively seeks feedback from team members and Wealth Management leaders; assists with training and mentors new employees as needed Seeks to learn and apply new approaches and processes; identifies and suggests process improvements Represents the Firm in a professional manner 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. Base Pay Range $23 – $24 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 one traditional co‑pay plan Health Savings Account with company contributions if enrolled in HDHP medical plan Vision insurance plan Dependent care savings account for child and dependent care 14 company‑paid holidays including a full week off at Thanksgiving Generous paid time off program for vacation and sick days Employee assistance plan Family medical leave Paid parental leave (8 weeks) Maternity benefits utilizing company‑paid STD, any supplemental STD, plus parental leave Adoption assistance reimbursement program Company‑paid concierge services for aging parents, young children, life’s challenges and more 401(k) retirement plan with traditional and Roth options and after‑tax option with pay‑period match Pet insurance Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing Accommodation If you need an accommodation during the application or hiring process, please email View email address on click.appcast.io. This inbox is for accommodation requests only. Equal Opportunity Employer 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. #J-18808-Ljbffr