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…
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…
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…
Skills: Administrative Support, Trust Operations, Communication Skills, Attention To Detail, MS Word
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…
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…
Skills: Data Analysis, Power BI, Salesforce, Excel, Business Intelligence
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…
Skills: Client Service, Operational Support, Problem-Solving, Communication Skills, MS Word
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…
Skills: Prioritization, Attention To Detail, Collaboration, Verbal Communication, Written Communication
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…
Skills: Product Management, Roadmap Development, AI Implementation, Data Fluency, Cross-functional Leadership
Senior Manager, Client Data Permissions & Privacy Governance
United States · Remote OK
$111k–$130k/yr
Senior
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…
Skills: Role-Based Access Control, Data Privacy Governance, Access Management, Project Management, Process Design
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…
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…
Skills: Advisor Coaching, Wealth Management, Field Enablement, Relationship Expansion, Pipeline Development
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…
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…
Skills: Outbound Sales, Lead Generation, Relationship Management, Client Service, Salesforce
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…
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…
Skills: Tax Preparation, Income Tax Returns, Tax Projections, Tax Research, Client Service
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…
Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))
Boston, Massachusetts, United States · Remote OK
$119k–$140k/yr
Senior
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…
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…
Attorney (Estate Planning Strategist) - Pacific Time Zone
United States · Remote OK
$90k–$110k/yr
Mid level
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…
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…
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$94k–$110k/yr
Full-time
Basic Life & AD&D Insurance, Short-Term Disability Insurance, Long-Term Disability Insurance, Supplemental Life & AD&D, Accident Insurance, Critical Illness Insurance
Posted 25d ago
~40 hrs/week
Responsibilities
Manage financial administration including bookkeeping and A/P and A/R processing for real estate assets. Oversee property maintenance, lease compliance, and tenant/vendor relationships to ensure smooth operations.
Requirements
Requires 2-5 years of property management experience and proficiency in Microsoft Office, with Yardi software experience being a major plus. Candidates must have a strong understanding of basic accounting principles and the physical ability to tour properties.
Full job description
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 42,800+ families across 110+ 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 a highly organized and detail-oriented professional to join our team as Real Estate Manager. This role combines financial administration, property management, and tenant/vendor relationship management to ensure smooth operations and exceptional service.
Essential Job Functions for this role include:
Financial Administration
Perform bookkeeping, data entry, and process Accounts Payable (A/P) & Accounts Receivable (A/R).
Prepare and print checks.
Generate qualitative financial reports.
Issue 1099-Misc forms to applicable vendors.
Property Management
Oversee maintenance and repair work.
Conduct regular property inspections and plan for capital improvements.
Collaborate with brokers to market and lease available spaces.
Develop, prepare, and manage property budgets.
Serve as primary liaison with legal counsel when legal action is required, ensuring timely documentation and case management.
Lease Administration
Ability to analyze and interpret commercial lease agreements to accurately prepare and maintain rent rolls.
Administer commercial leases and ensure compliance with lease terms and conditions.
Budget development and financial management expertise.
Familiarity with property maintenance and capital improvement planning.
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 50 lbs.
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.
Base Pay Range
$93,500—$110,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.
Are you looking to amplify and simplify your financial life?
For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest.
Learn more about Mercer Advisors – a family office for your family.
Offices: 1200 17th St, Denver, Colorado 80202, US · 100 Sun Ave NE, Albuquerque, New Mexico 87109, US
Holistic Wealth ManagementFinancial PlanningFamily Wealth OfficeInvestment ManagementRisk ManagementAsset ProtectionEstateTax and Legacy Planningand Retirement Plan Design and AdministrationWealth Management
Are you looking to amplify and simplify your financial life?
For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest.
Learn more about Mercer Advisors – a family office for your family.
Offices: 1200 17th St, Denver, Colorado 80202, US · 100 Sun Ave NE, Albuquerque, New Mexico 87109, US
Holistic Wealth ManagementFinancial PlanningFamily Wealth OfficeInvestment ManagementRisk ManagementAsset ProtectionEstateTax and Legacy Planningand Retirement Plan Design and AdministrationWealth Management