Account Manager

Job description

Overview

Why Work at Mercer Advisors?

For 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

We are seeking a seasoned Account Manager to join our Business Management team.

The ideal candidate will bring over ten years of accounting and bookkeeping experience within the Business Management industry, along with a strong track record of professionalism, integrity, and client service.

Success in this role requires exceptional attention to detail, strong analytical skills, proficiency in Excel and Word, and the ability to stay highly organized in a fast-paced environment.

We value individuals who are collaborative, service-oriented, and eager to contribute to a supportive team culture.

This position offers the opportunity to continue growing your expertise while making a meaningful impact within our firm.

Responsibilities

• Serve as the primary point of contact for clients, managing day-to-day communications and handling requests, inquiries, and special projects (e.g., asset purchases).
  
  
• Prepare, review, and maintain financial statements, including general ledger coding and upkeep.
  
  
• Record and track investments, ensuring accuracy and compliance.
  
  
• Perform bank account reconciliations and manage accounts receivable and payable, including deposits and bill payments through Datafaction/DF Imaging/AgilLink.
  
  
• Oversee payroll processing, 1099 reporting, business license registrations/renewals, and sales/use tax filings.
  
  
• Prepare and submit guild reporting.
  
  
• Support insurance and benefits administration, including medical claims, non-medical insurance requirements, pension plan administration, and life insurance/insurance trusts (familiarity required).
  
  
• Maintain organized records through document scanning and secure digital filing.
  
  
• Supervise and mentor assistant(s), providing guidance and oversight.
  
  
• Perform additional responsibilities as needed to support clients and the team.
  
  

Qualifications And Skills

• Minimum of 5 years of business management and/or bookkeeping experience (Business Management industry experience strongly preferred).
  
  
• Bachelor’s degree in Accounting, Finance, or Business Administration a plus.
  
  
• Proficiency in Datafaction/DF Imaging and AgilLink required; strong knowledge of Microsoft Office (Excel, Word, Outlook) and data management tools.
  
  Experience with Microsoft Teams preferred.
  
  
• Exceptional organizational skills with keen attention to detail, accuracy, and follow-through.
  
  
• Strong analytical, critical thinking, and problem-solving abilities.
  
  
• Excellent verbal, written, and interpersonal communication skills.
  
  
• Demonstrated ability to build and maintain strong client relationships.
  
  
• Collaborative team player with proven experience supervising and mentoring staff.
  
  

Working Conditions

Professional office environment.

Working inside, sitting, standing.

No heavy lifting over 10 lbs.

Hybrid requirement with more time expected in-office during the first 90-days for training.

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 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 plan.
  
  
• Two comprehensive Dental Plans
• Vision 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 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
• Pet Insurance

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.

Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Required Skill Profession

Ventas (General)