• Drafting various correspondence to wealth management teams and clients • Following best practices for group, client, and advisor interaction • Liaising with other groups and wealth management teams to ensure an exceptional client-advisor experience • Building out and updating training materials and providing training to Estate Planning Service Specialists • General administrative tasks and other duties, as needed • Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion • Maintaining client files and updating case management systems • Supporting as a liaison with estate planning specialists, wealth management teams, and clients

• Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention. • Ensuring follow-up and seamless handoffs from RVPs to Wealth Management Teams creating a solid onboarding experience • Driving sales momentum by proactively initiating and following up on opportunities with channel partners to drive business results and engage in proactive conversations. • Participating in prospect meetings, managing follow-up with prospects • Playing an integral role in closing of prospects using exceptional client service skills • Managing prospecting activity process including Client Questionnaire (CQ’s) and communications with Financial Consultants • Traveling to branch offices and events to proactively build and maintain ongoing engagement with channel partner branches as well as to support the RVPs with prospecting and meeting activities • Building and maintaining a strong network by proactively managing ongoing engagement with channel partner branches and prospects • Working closely with RVPs on various projects including coordinating events, reviewing financial data, and preparing reports • Fostering positive relationships with internal and external business partners as an ambassador of Mercer Advisors • Ensuring adherence to company standards • Other duties as needed

• Responsible for preparing cost estimates, managing budgets, analyzing project costs, and supporting procurement and contract administration throughout the project lifecycle. • Work independently on day-to-day tasks and coordinate with the project team as needed. • Deliver accurate reports and updates regularly. • Focus primarily on detailed cost estimations with 80% engagement on detailed estimation (AACE Class 3 and 2) and 20% involvement in early stages (AACE Class 5 and 4). • Conduct analysis to estimate materials, machinery, equipment, and labor costs for construction projects. • Develop bills of quantities for construction activities. • Prepare cost estimates and budgets for construction projects. • Prepare detailed construction schedules for construction projects. • Review and challenge proposals from contractors, subcontractors, and suppliers. • Prepare and submit progress reports and variations to stakeholders. • Quote materials, machinery, equipment, labor and services. • Resolve any disputes related to costs or contracts.

• Travel to retail locations throughout the continental US to install, configure, and commission POS hardware and software. • Perform installations during pre-opening windows to ensure all systems are fully operational with limited disruption to business. • Disassemble the previous POS system and organize components into boxes for the retailer to dispose of. • Set up and connect Scotch POS terminals, cash drawers, receipt printers, barcode scanners, payment/card readers, customer-facing displays, and related peripherals. • Run, route, and manage cabling; coordinate with on-site networking and electrical as needed to ensure proper connectivity. • Install and update POS software, apply configurations, and verify integration with back-office, payment, and inventory systems. • Test all hardware and software end-to-end, troubleshoot and resolve issues on-site, and confirm full functionality before sign-off. • Provide basic orientation or training to store staff on the installed system when required. • Complete installation checklists, documentation, and reporting accurately and on time. • Communicate status, blockers, and completion to project managers, store contacts, and the deployment team. • Maintain, transport, and account for tools, equipment, and inventory while traveling. • Adhere to all safety, security, and brand standards while working on-site. • Manage travel arrangements for all installations (hotel, flight, rental car, etc.)