Content Operations Specialist

Summary

Mercer Advisors is a financial advisory firm that integrates financial planning, investment management, tax, estate, insurance, and related services for families across the United States. The Content Operations Specialist supports the Content team by managing workflows, coordinating webinars, facilitating onboarding, overseeing vendors, and improving operational processes and technology use.

Responsibilities

• Manage incoming project requests and workflows through Monday.com
• Ensure projects are accurately entered, assigned, prioritized, and tracked through completion
• Monitor project progress and communicate with stakeholders to help keep work moving efficiently
• Coordinate marketing-related activities associated with office relocations, openings, and closures, including client communications, website updates, project timelines, and stakeholder coordination
• Identify opportunities to improve workflow visibility, streamline processes, and automate manual tasks
• Leverage AI and technology tools to improve efficiency, consistency, and productivity across the Content team
• Support operational initiatives and special projects as needed
• Coordinate logistics for client and prospect webinars, including scheduling, registration management, rehearsal support, event execution, and reporting
• Partner with internal stakeholders and presenters to ensure a consistent and professional webinar experience
• Recommend practical improvements to webinar processes, templates, and workflows to increase efficiency and scalability
• Track webinar metrics and assist with post-event reporting and follow-up activities
• Serve as the primary point of contact for designated marketing vendors, including the firm's print-on-demand partner
• Manage communications and day-to-day coordination with vendors to ensure projects and requests are completed accurately and on time
• Coordinate employee information updates and program administration activities
• Identify opportunities to simplify vendor-related processes, improve communication, and enhance the overall user experience
• Maintain documentation and support continuous improvement of vendor workflows
• Facilitate marketing onboarding activities for new employees, including training and resource coordination
• Manage employee bio, headshot, credential, and profile updates
• Coordinate user access requests and support requests related to marketing technologies
• Assist with employee onboarding and offboarding activities
• Identify opportunities to improve onboarding resources, documentation, and processes
• Manage shared marketing inboxes and ensure requests are addressed in a timely manner
• Support ticket intake and routing processes
• Maintain process documentation and team resources
• Provide operational support for various Content team initiatives and projects

Skills

• 3-4 years of experience in operations, project coordination, workflow management, administrative support, or a related role
• Experience managing multiple priorities in a fast-paced environment
• Experience supporting multiple stakeholders and managing a high volume of requests
• Familiarity with AI productivity tools such as Microsoft Copilot, Claude, or similar technologies
• Strong organizational skills with exceptional attention to detail
• Ability to work independently, exercise sound judgment, and manage responsibilities with minimal oversight
• Demonstrated ability to identify workflow inefficiencies and recommend practical process improvements
• Strong problem-solving and prioritization skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
• Ability to quickly learn new systems, technologies, and processes
• Naturally curious, adaptable, and eager to find more efficient ways of working
• Collaborative and service-oriented, with a focus on supporting team success
• This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM
• At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs
• Experience with Monday.com or similar work management platforms preferred

Qualifications

Must Haves

• 3-4 years of experience in operations, project coordination, workflow management, administrative support, or a related role
• Experience managing multiple priorities in a fast-paced environment
• Experience supporting multiple stakeholders and managing a high volume of requests
• Familiarity with AI productivity tools such as Microsoft Copilot, Claude, or similar technologies
• Strong organizational skills with exceptional attention to detail
• Ability to work independently, exercise sound judgment, and manage responsibilities with minimal oversight
• Demonstrated ability to identify workflow inefficiencies and recommend practical process improvements
• Strong problem-solving and prioritization skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
• Ability to quickly learn new systems, technologies, and processes
• Naturally curious, adaptable, and eager to find more efficient ways of working
• Collaborative and service-oriented, with a focus on supporting team success
• This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM
• At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs

Nice to Haves

• Experience with Monday.com or similar work management platforms preferred

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 plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• 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 Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
• Basic technology needs will be provided to satisfy position requirements.