Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* 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.
Job Summary:
The M&A Human Resources Coordinator will be responsible for providing general administration and operational support of the tactical HR tasks for the mergers and acquisitions area of the human resources team. The successful candidate will play an integral role in maintaining and integration of confidential employee records, processing time-sensitive documents, and assisting with the smooth onboarding process of acquired employees through the transition of newly acquired firms.
Essential Functions for the M&A Human Resources Coordinator will include:
- Working closely with M&A HR Program Manager to facilitate onboarding and administrative tasks for partners and employees going through the mergers and acquisitions process.
- Facilitating and organizing all Onboarding tasks:
- draft all confidential employment documents with strict attention to detail (Employment Agreement, Exhibits, and Restrictive Covenants) in a timely manner.
- create profiles for employees in the HR system.
- manage I-9 upload and completion of E-Verify.
- create client (manager) access to the HR system for timekeeping responsibilities and work with the M&A HR Program Manager to ensure new managers are included in timekeeping emails and process communications upon joining organization.
- coordinate background check process.
- guide new employees through electronic onboarding tasks and being available for questions.
- upload executed agreements and setting up Box personnel folders for each active employee.
- Updating and maintaining spreadsheet data accurately and timely, including merger status and employee data.
- Auditing of compliance Form I9 and eVerify process for all new hires. Subject matter expert on electronic system management, tentative non-confirmation ownership and management to ensure compliance and manage risk.
- Insuring a smooth transition new employee orientation and completion of compliance tasks via HRIS and subsequent technology.
- Managing the organization of new employee personnel files.
- Building and fostering relationships with internal departments that HR partners closely on with new employees.
- Providing an exceptional acquisition experience.
- Regularly provide status updates and information to M&A HR Program Manager.
- Supporting HR team members on HR tasks and projects as assigned.
- Willingness to contribute to all HR initiatives for overall enhanced employee experience with a focus of providing a best place to work.
- Performing other HR tasks as needed.
Competencies:
- Driven to deliver.
- Strong service mindset
- Self-starter
- Keen attention to detail
- Strong verbal and written communication
- Strong organization skills
- Solid problem-solving skills
- Collaborative approach to business
- Ability to work within a team.
- Ability to handle highly confidential matters and maintain employee privacy.
Education and Experience:
- High School Diploma required, associate’s degree or higher strongly preferred.
- 3 years of experience in a similar role
- Knowledge of HRIS data entry and maintenance or similar systems
- Experience with Excel
- Experience in a fast-paced work environment with changing demands that require a calm and professional demeanor with “clients” (employees, partners and vendors)
Work Schedule: Monday through Friday, 8:00AM – 5:00PM
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.
Benefits:
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:
- 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care.
Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
