Teams at Merit Financial Advisors

Maintains office administration and provides welcoming client service. Responsibilities include greeting visitors, answering phones, scheduling client reviews through Salesforce, coordinating conference rooms and meeting action items, liaising with building maintenance and vendors, managing office supplies and equipment, arranging hospitality services, sending client gifts, and supporting special projects.

Manage daily trading functions for client accounts, including mutual funds, ETFs, equities, and bonds. Rebalance investment models using Orion Eclipse, support advisors and client service teams, audit transactions and account balances, educate advisors on trading procedures, and help improve operational processes. The role also requires monitoring financial markets, supporting investment analysis, and explaining the firm’s investment programs and models.

Lead end-to-end onboarding and investment asset transitions for acquired organizations. Coordinate acquired-firm stakeholders, internal investment and operations teams, custodians, technology partners, and vendors. Oversee portfolio mapping, data validation, controls, reconciliations, issue resolution, reporting, and risk escalation. Develop transition KPIs, analytics, playbooks, and quality procedures to improve scalability, accuracy, compliance, and client experience. Provide education and operational support throughout the transition process.