Private Market Specialist, Gisborne

Job Category : Wealth Management - Client Service Requisition Number : PRIVA002123 Posted: April 21, 2025 Employment Type: Full-Time Locations Remote Description Why Work at Mercer Advisors? For nearly 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. Job Summary: The primary focus of a Private Market Specialist is to provide excellent follow-through and operational support to the Private Investments team in servicing and delivering on the needs of the clients of Private Investments. As a Private Market Specialist, you will have a direct impact on the Clients and Advisors and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication, and problem-solving skills.Responsibilities: Responsible for day-to-day operations and administrative support of the Private Investment Team Working with Advisors to enroll Qualified Investors in the Private Investment Funds Managing client subscription agreements and ensuring all subscription paperwork is completed Adhere to all compliance requirements for the fundsCoordinating with internal operation departments to ensure client requests are fulfilled Processing and tracking all collateral calls, wires, and funds Maintaining data integrity across all systems and updating as necessary Researching client issues in cooperation with back office operation partnersSome duties can include, if appropriate, verifying outside assets, establishing new accounts, and processing Guiding and training peers on new tasks Other duties as needed Education: Bachelor’s degree or equivalent (preferably Business, Economics, Accounting, or Finance related) Experience: 3-5 plus years of job-related experience required in the financial services industryPrior experience working in an office environment with a customer service focus is 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 vendorsExcellent verbal and written communication skills are a must Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) is a plus Strong desire for continuous self-learning and professional growth Location: This position can be fully remote, but there is a preference for East Coast candidates.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. Benefits: Mercer Advisors offers a competitive and robust benefits 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 planVision 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 timeAdoption 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 InsuranceNote: 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.Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr