Account Manager (Encino, CA)
About The Position
Mercer Advisors is seeking a seasoned Account Manager to join its Business Management team. The role serves as a primary client contact and manages day-to-day accounting, bookkeeping, financial reporting, payroll, tax and insurance-related administration, and special projects. The ideal candidate brings accounting and bookkeeping experience, preferably within the Business Management industry, along with professionalism, integrity, strong client service, attention to detail, analytical ability, and strong organizational skills. The position involves supervising and mentoring assistants and working collaboratively in a professional office environment. It is hybrid, with more time expected in the office during the first 90 days for training.
Requirements
- Minimum of 5 years of business management and/or bookkeeping experience; Business Management industry experience is strongly preferred.
- Proficiency in Datafaction, DF Imaging, and AgilLink is required.
- Strong knowledge of Microsoft Office, including Excel, Word, and Outlook, and data management tools.
- Exceptional organizational skills, attention to detail, accuracy, and follow-through.
- Strong analytical, critical-thinking, and problem-solving abilities.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to build and maintain strong client relationships.
- Collaborative team player with experience supervising and mentoring staff.
- Familiarity with life insurance and insurance trusts.
Nice To Haves
- Bachelor’s degree in Accounting, Finance, or Business Administration.
- Experience with Microsoft Teams.
Responsibilities
- Serve as the primary point of contact for clients, manage day-to-day communications, handle requests and inquiries, and coordinate special projects such as 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, and AgilLink.
- Oversee payroll processing, 1099 reporting, business license registrations and renewals, and sales and 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 and insurance trusts.
- Maintain organized records through document scanning and secure digital filing.
- Supervise and mentor assistants, providing guidance and oversight.
- Perform additional responsibilities as needed to support clients and the team.
Benefits
- Company-paid Basic Life and AD&D Insurance
- Company-paid short-term and long-term disability insurance
- Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance
- Three Cigna medical plan offerings, including two High Deductible Health Plans and a Traditional Co-Pay medical plan
- Kaiser medical plans available in California
- Health Savings Account with company contributions for employees enrolled in either High Deductible Health Plan
- Two comprehensive dental plans
- Vision insurance
- Dependent Care Savings Account
- 14 company-paid holidays, including a full week off at Thanksgiving
- Paid time off for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid parental leave of 8 weeks
- Maternity benefits using company-paid short-term disability, supplemental short-term disability, and parental leave
- Adoption Assistance Reimbursement Program
- Company-paid concierge services for caregiving needs and other life challenges
- 401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option
- Pet insurance
- Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing
- Incentive compensation program eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
