Assistant Account Manager (Business Management)
Confirmed live in the last 24 hours
Mercer Advisors
Compensation
$68,000 - $85,000/year
Job Description
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.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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Job Summary: |
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We are seeking an experienced Assistant Account Manager/Bookkeeper to become an integral part of our Business Management team. A successful candidate will be trustworthy, professional, analytical, detail-oriented, computer-savvy (Excel and Word), organized and service-oriented with two or more years of accounting and bookkeeping experience in the Business Management industry. We offer a supportive and team-oriented work environment, and opportunity to learn and grow within our organization. |
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Essential Job Functions for this role include: |
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Knowledge, Skills, and Abilities: |
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Critical Success Personal Attributes and Strengths
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