Trust Operations Coordinator

Mercer Advisors; Houston (TX); Hybrid; USD 22,000 - 25,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Parental leave

Dental plans

Vision insurance

HSA

Life insurance

Disability insurance

Job summary

Mercer Advisors is seeking a Trust Operations Coordinator to deliver internal and administrative support for the Trust Operations team. You will handle client documents, assist staff with workflow, and ensure timely correspondence with internal teams and clients.

The role requires attention to detail, strong communication, and the ability to resolve daily operational questions. Responsibilities include processing WMT-related requests, maintaining pricing, preparing reports, and enforcing quality

Job description

Job Summary

Our Trust Operations Team provides a high level of service and support to our Wealth Management Teams (WMT). The Trust Operations Team also acts as liaison between the WMT and any Corporate Trustee business partner to ensure multi‑transactional and money movement requests are completed accurately and on time. Responsibilities include processing and monitoring WMT‑related requests, researching for internal and external clients, accurately setting up and processing receipts and disbursements, requesting new unique asset paperwork, maintaining pricing, preparing operational reports, and performing quality‑control reviews and reconciliations.

The Trust Operations Coordinator will provide internal and administrative support for the Trust Operations team. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and a willingness to help the team succeed. The coordinator will investigate and resolve questions regarding all aspects of daily operational responsibilities.

Essential Job Functions

• Assist with leading administrative tasks related to Trust Services, including maintaining client documents and assisting staff with workflow.
• Work closely with leadership to ensure timely correspondence with internal teams and clients.
• Serve as liaison between the WMT and Corporate Trustee partners, providing advanced knowledge of best‑practice operations.
• Collaborate to document key processes.
• Assist with client tax reporting by coordinating tracking and delivery of all tax documents with the Corporate Trustee tax reporting vendor.
• Act as a quality‑control point to ensure that all calls, transactions, maintenance changes, policies, and procedures for customer requests adhere to compliance requirements and Trust Operations internal guidelines.
• Review and maintain unique asset pricing.
• Establish and maintain internal procedures and service standards related to Trust Operations, identifying and implementing the most efficient workflow.
• Cross‑train to serve as backup to other team members.
• Perform other duties as assigned by management.

Required Knowledge, Skills & Abilities

• High school diploma required; bachelor’s degree preferred.
• Executive support or administrative experience a plus.
• Experience or willingness to work with dynamic professionals.
• Outstanding work ethic with a self‑starter attitude, ability to perform under pressure, meet deadlines, prioritize, and deliver multiple tasks on time.
• Outstanding communication and organizational skills.
• Proficiency with MS Word, Excel, PowerPoint, and Outlook.
• Excellent customer service skills.
• Ability to maintain confidentiality with all matters.
• Have a “can‑do” positive attitude and enjoy being part of a team.
• Ability to prioritize and multi‑task in a busy environment.
• Eager to become an expert in the position.

Work Schedule

Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions

Professional hybrid office environment, daytime hours, working inside, standing, and sitting; no heavy lifting over 10 lb.

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 one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$22,000 – $25,000 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 plan options, 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 an HDHP.
• Two comprehensive Dental Plans.
• 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 Program.
• Family Medical Leave.
• Paid Parental Leave (8 weeks).
• Maternity benefits utilizing company‑paid STD, supplemental STD, and Parental Leave (8 weeks).
• Adoption Assistance Reimbursement Program.
• Company‑Paid Concierge Services for clients and their loved ones.
• 401(k) Retirement Plan with Traditional, Roth, and after‑tax options and employer match per pay period.
• Pet Insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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 [e-mail]. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E‑Verify participation, and state‑specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer’s California Consumer Privacy Policy here.

CCPA Notice at Collection