Senior Account Manager, Financial & Business Ops

Mercer Advisors Inc.; Encino; Hybrid; COP 376,523,000 - 442,968,000; Full time

Benefits offered by this job

Life insurance

Disability insurance

Medical plans

HSA contributions

Paid holidays

Paid vacation

Job summary

Mercer Advisors seeks a seasoned Account Manager to join the Business Management team. The role emphasizes accounting, bookkeeping, and client service with a strong focus on accuracy, analytics, and teamwork.

Ideal candidates bring over ten years of accounting experience, proficiency in Excel/Word, and a client-first mindset. The position offers a hybrid work model with training in-office for the first 90 days.

Qualifications

• Minimum of 5 years in business management and/or bookkeeping.
• Bachelor's degree in Accounting, Finance, or Business Administration preferred.
• Proficiency with DF Imaging and AgilLink; strong MS Office and data skills.

Responsibilities

• Act as the primary client contact and manage day-to-day communications.
• Prepare, review, and maintain financial statements and GL coding.
• Record and track investments with accuracy and compliance.
• Oversee payroll processing and tax filings, including 1099s.
• Supervise and mentor assistants and support staff.

Skills

Client service

Accounting

Bookkeeping

Excel

Data entry

Communication

Education

Bachelors in Accounting/Finance

Tools

Datafaction/DF Imaging

AgilLink

Microsoft Office

MS Teams

Job description

Mercer Advisors seeks a seasoned Account Manager to join the Business Management team. The role emphasizes accounting, bookkeeping, and client service with a strong focus on accuracy, analytics, and teamwork.

Ideal candidates bring over ten years of accounting experience, proficiency in Excel/Word, and a client-first mindset. The position offers a hybrid work model with training in-office for the first 90 days.