Senior Executive Assistant

merceradvisors; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Mercer Advisors in the United States seeks a Senior Executive Assistant to provide strategic, high‑level administrative and operational support to senior executives in a fast‑growing firm. This role partners with leadership to enable efficiency, anticipate needs, and ensure day‑to‑day operations run smoothly.

You will manage complex calendars, coordinate domestic travel, prepare reports and presentations, and help plan corporate events while safeguarding confidential information and

Qualifications

• 5+ years of experience in an Executive Assistant or senior administrative support role
• Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism
• Highly organized, detail-oriented, and results-driven with exceptional ability to manage competing priorities
• Strong interpersonal skills with the ability to build relationships and communicate effectively at all levels of the organization
• Excellent written and verbal communication skills
• Proven ability to plan, prioritize, and manage a diverse and high-volume workload in a fast-paced, deadline-driven environment
• Experience managing complex calendars, travel, and logistics for senior executives
• Demonstrated experience planning and executing corporate and executive-level events
• Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
• Proven discretion and integrity in handling sensitive and confidential information
• Ability to work independently, take initiative, and collaborate effectively across teams
• High school diploma required; associate's or bachelor's degree preferred
• Highly organized and detail-oriented

Responsibilities

• Provide high-level administrative support to multiple executives and senior leaders
• Manage complex and changing executive calendars, schedule meetings, and coordinate domestic travel
• Serve as a key point of contact between executives, internal teams, external partners, and clients
• Anticipate executive needs, prioritize requests, and resolve issues while escalating risks as needed
• Maintain accuracy and integrity of internal systems, records, and reports
• Handle confidential information with utmost discretion
• Screen, prioritize, and respond to meeting requests on behalf of executives
• Prepare, organize, and track reports, presentations, data, and materials for decision-making
• Coordinate and execute meetings and events, including logistics and follow-up on action items
• Plan and support corporate and executive-sponsored events to align with business objectives
• Uphold and improve office procedures to boost efficiency
• Lead or support special projects across multiple teams and stakeholders

Skills

Executive support

Calendar management

Travel coordination

Communication

Discretion

MS Office

Stakeholder management

Education

Diploma or degree preferred

Tools

MS Office Suite

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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 Senior Executive Assistant is a strategic, highly organized, and proactive professional who provides high-level administrative and operational support to senior executives in a fast-growing business. This role serves as a trusted partner to executive leadership and cross-functional teams, enabling efficiency, anticipating needs, and ensuring seamless day-to-day operations of the corporate hub. The Executive Assistant exercises sound judgment, maintains strict confidentiality, and operates with a high degree of autonomy in a dynamic environment.

Essential Job Functions for this role include:

• Provide comprehensive, high-level administrative support to multiple executives and senior leaders
• Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements
• Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication
• Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate
• Maintain accuracy and integrity of internal systems, records, reports, and executive documentation
• Manage sensitive and confidential information with the highest level of discretion
• Screen, prioritize, and respond to incoming meeting requests on behalf of executives
• Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making
• Coordinate and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow-up on action items
• Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives
• Uphold and enhance office procedures, processes, and best practices to improve efficiency
• Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders

Knowledge, Skills, and Abilities:

• 5+ years of experience in an Executive Assistant or senior administrative support role, supporting C-suite or senior leadership
• Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism
• Highly organized, detail-oriented, and results-driven with exceptional ability to manage competing priorities
• Strong interpersonal skills with the ability to build relationships and communicate effectively at all levels of the organization
• Excellent written and verbal communication skills
• Proven ability to plan, prioritize, and manage a diverse and high-volume workload in a fast-paced, deadline-driven environment
• Experience managing complex calendars, travel, and logistics for senior executives
• Demonstrated experience planning and executing corporate and executive-level events
• Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
• Proven discretion and integrity in handling sensitive and confidential information
• Ability to work independently, take initiative, and collaborate effectively across teams
• High school diploma required; associate's or bachelor's degree preferred
• Highly organized and detail-oriented

Work Schedule:

This professional role requires availability 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 20 lbs.