Coordinate and schedule meetings with prospects, clients, and internal teams.
Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
Support multiple executives and senior leaders with administrative needs.
Proactively manage complex calendars, schedule meetings, and coordinate domestic travel.
Act as primary liaison between executives, employees, and clients ensuring timely, service-oriented communication.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
Provide administrative support and coordinate travel arrangements.
Utilize Adobe Creative Suite to enhance marketing materials.
Assist with visual content creation and data entry.
Latitude Inc. seeks detail-oriented and versatile Administrative Support Specialists. They appear to be a growing company offering remote work opportunities.
Manage calendars for Sales Leaders, ensuring efficient scheduling and prioritization of meetings.
Track and maintain accurate records of sales and marketing expenses in the finance system.
Process and monitor travel requests for Sales and Marketing teams in line with internal guidelines.
Miratech is a global IT services and consulting company that brings together enterprise and start-up innovation, supporting digital transformation for some of the world's largest enterprises. They retain nearly 1000 full-time professionals and have a culture of Relentless Performance, with an annual growth rate exceeding 25%.
Support the Partner Solutions team and contribute to the success of the Pre-Approvals solution for financial institution partners.
Assist in developing marketing collateral and provide best practices to optimize partner use of the Pre-Approvals solution.
Collaborate with internal teams to support partner strategies and prepare performance recaps to highlight key results and opportunities.
SavvyMoney is a fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They were recognized as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.
Coordinate & Communicate: Act as a primary point of contact for client inquiries.
Data Integrity: Manage and audit client accounts with a high degree of accuracy.
Administrative Support: Assist leadership with report generation, document management, and ensuring compliance across multiple digital platforms.
Sentry Credit provides collections operations services. They focus on ensuring precision and high standards for compliance in a fast-paced environment.
Create and send statements or invoices, track payments, and record company expenses.
Wing is on a mission of redefining the future of work for companies worldwide, aiming to be a one-stop shop for building world-class teams and automating operations. They foster an inclusive culture and provide upskilling opportunities, with a focus on job security, supportive teamwork, and career growth.
Support compliant document management and record-keeping.
Manage schedules, including calendar management and travel arrangements.
Assist with the preparation of presentations and materials as needed.
Mineralys Therapeutics is a clinical-stage biopharmaceutical company focused on developing medicines to target hypertension and related comorbidities. Mineralys is a fully remote company with an innovative culture.
Keep CRM (Jobber) 100% accurate with all leads, quotes and job information.
Manage Certificates of Insurance (COIs) for commercial clients, coordinate policy updates with the insurance provider, and ensure timely delivery of COIs as requested.
Offshore Launch is a staffing agency that specializes in helping small business owners scale their operations with the top 1% of global remote talent. They are a people-centered agency with a passion for leaving every person and business in a better position than they found them.
Day-to-day administration and management of executive support.
Scheduling meetings, 1:1s, speaking engagements, and client meetings.
Managing travel and expense reports.
Acquia empowers brands to create digital customer experiences. They are a global company with employees in over 30 countries and are considered a market leader in their industry.
Own and proactively manage complex calendars for multiple senior executives.
Coordinate domestic and international travel arrangements.
Provide logistical support for team offsites and special events.
Anchorage Digital is building a digital asset platform for institutions to participate in crypto through custody, staking, trading, governance, settlement, and security infrastructure. They are funded by institutions including Andreessen Horowitz, GIC, Goldman Sachs, and KKR and have over 600 employees.
Serve as the primary contact for all commission-related questions, explaining commissions clearly and professionally.
Proactively identify, investigate, and resolve complex commission discrepancies.
Partner with internal team members and external insurance carriers to facilitate adjustments and account reconciliations.
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. They are on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips.
Global Elite Empire Consultants is a third-party recruiter. They may use AI tools to support parts of the hiring process but do not replace human judgment.
Enthusiastically explain the benefits of our programs to interested families.
Patiently guide families through the enrollment process, answering questions and assisting with applications.
Learning Network is an innovative educational services company with a customer-centric approach. They value their employees and customers. They work in a supportive environment and prioritize service by ensuring the details are done well every time.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with opportunities in the financial services sector. They focus on remote, part-time roles with potential for significant earnings.
Aptive partners with federal agencies to achieve their missions through improved performance, streamlined operations and enhanced service delivery. Based in Alexandria, Virginia, they support more than a dozen agencies including Veterans Affairs, Transportation, Defense, Homeland Security and the National Science Foundation and have 300+ employees.
Prepare applications and ensure accurate data submission.
Embroker is making commercial insurance radically simple. They have raised over $150M in funding and uses a technology-first and customer-centric approach.
Manage complex calendars and priorities, anticipating the needs of the executive.
Coordinate travel and events, including managing budgets and logistics.
Streamline workflows by processing expense reports and facilitating business contracts.
GoGuardian is dedicated to helping build a future where all learners are ready and inspired to solve the world’s greatest challenges. They are an outcomes-focused learning company with a diverse, committed, mission-driven team.
Handling regulatory and compliance issues in conformity with Mercer Advisors’ practices and requirements.
Conduct daily review of marketing materials of recently acquired businesses for compliance.
Proactively work with the business to ensure acquired businesses are integrated successfully to Mercer Advisors.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
Maintain regulatory compliance and prevent losses to members and credit union.
Perform primary telephone support and assist members and employees through all support channels.
Solve practical problems and deal with a variety of situations exercising flexibility and sound judgment.
STCU is a top-performing credit union that emphasizes serving others and lifelong learning. They value employees who are committed, fun-loving, and want to make a difference in members’ lives, with core values including joyfulness, generosity, and belonging.