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Workflow Management
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Workflow & Project Operations:
- Manage incoming project requests and workflows through Monday.com.
- Coordinate marketing activities for office relocations, openings, and closures.
- Identify opportunities to improve workflow visibility and automate manual tasks.
Webinar Coordination:
- Coordinate logistics for client and prospect webinars, including scheduling and registration.
- Partner with internal stakeholders to ensure a consistent webinar experience.
- Track webinar metrics and assist with post-event reporting.
Vendor & Program Management:
- Serve as primary point of contact for designated marketing vendors.
- Manage communications and day-to-day coordination with vendors.
- Maintain documentation and support continuous improvement of vendor workflows.
Employee Onboarding & Support:
- Facilitate marketing onboarding activities for new employees.
- Manage employee bio, headshot, credential, and profile updates.
- Support ticket intake and routing processes.
Mercer Advisors
Mercer Advisors is a financial services firm that helps families integrate financial planning, investment, tax, and estate management. They serve over 42,800 families across the U.S. and have a diverse workforce with over half of employees being women.