Posted May 22, 2026
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * 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.
| | | --- | | Job Summary: | | 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. |
| | | --- | | Essential Job Functions for this role include: | | - General ledger coding - Account receivable and accounts payable - Bank account reconciliations - Document management - Payroll processing - Research & special projects - Client and vendor liaison - Various tasks as needed |
| | | --- | | Knowledge, Skills, and Abilities: | | Critical Success Personal Attributes and Strengths - Excellent organizational skills with a bias towards efficiency - Excellent judgment, poise, and professionalism - Keen ability to work independently, show initiative, and take ownership while understanding the importance of collaboration & teaming - Practices superior time management. Able to re-prioritize tasks and support teams based on frequently changing needs - Demonstrates winning Social Customer Service techniques such as empathy, patience, advocacy, and conflict resolution Qualification Requirements: - Minimum two years’ Bookkeeping experience within Business Management - Must have experience using Datafaction/DF Imaging and/or AgilLink - Knowledge and understanding of A/R and A/P functions - College Degree a plus - Proficiency in Microsoft Office and data management software. Experience with TEAMS is preferred - Strong organizational and administrative skills - Detail-oriented with strong analytical and problem solving, critical thinking, interpersonal, and verbal and written communication skills |
| | | --- | | Work Schedule: | | 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. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
| | | --- | | Working Conditions: | | This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. |
#LI-Hybrid
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Don't want to apply yourself?
Our team writes your resume, applies for you, preps you for interviews, and negotiates your offer.
Browse Jobs
By Role
By City