Assistant Account Manager (Encino, CA)

Mercer Advisors•Encino, CA
•Hybrid

About The Position

Mercer Advisors is seeking an experienced Assistant Account Manager/Bookkeeper to join its Business Management team. The role supports accounting and bookkeeping functions and requires a trustworthy, professional, analytical, detail-oriented, computer-savvy, organized, and service-oriented candidate. The successful candidate will have at least two years of accounting and bookkeeping experience in the Business Management industry. Mercer Advisors describes its environment as supportive and team-oriented, with opportunities to learn and grow. This hybrid position may be based in a professional office or a dedicated, interruption-free home office workspace. More in-office time is expected during the first 90 days for training. The role requires availability Monday through Friday, 8:00 a.m. to 5:00 p.m.; early or late hours may occasionally be needed to meet business tasks and client deadlines. The stated base pay range is $28–$33 USD, and the position is eligible for incentive compensation. Non-exempt employees must record their work time daily and take a 30-minute unpaid lunch period.

Requirements

  • At least two years of bookkeeping experience within the Business Management industry.
  • Experience using Datafaction/DF Imaging and/or AgilLink.
  • Knowledge and understanding of accounts receivable and accounts payable functions.
  • Proficiency in Microsoft Office and data management software.
  • Strong organizational and administrative skills.
  • Detail-oriented, with analytical, problem-solving, and critical-thinking skills.
  • Strong interpersonal, verbal, and written communication skills.
  • Excellent organizational skills and a bias toward efficiency.
  • Excellent judgment, poise, and professionalism.
  • Ability to work independently, show initiative, take ownership, and collaborate with a team.
  • Strong time-management skills and ability to reprioritize tasks as needs change.
  • Ability to demonstrate empathy, patience, advocacy, and conflict resolution in customer service.
  • Availability during standard business hours Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional early or late hours as needed.
  • For non-exempt employees, record working time daily and take a 30-minute unpaid lunch period.

Nice To Haves

  • College degree.
  • Experience with TEAMS.

Responsibilities

  • Perform general ledger coding.
  • Handle accounts receivable and accounts payable.
  • Reconcile bank accounts.
  • Manage documents.
  • Process payroll.
  • Conduct research and special projects.
  • Liaise with clients and vendors.
  • Perform other tasks as needed.

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.
  • Medical plan options, including high-deductible and traditional co-pay plans; Kaiser plans are available in California.
  • Health Savings Account with company contributions for employees enrolled in an eligible high-deductible health plan.
  • Two 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 (8 weeks).
  • Maternity benefits, including company-paid 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, a per-pay-period match, and an after-tax option.
  • Pet insurance.
  • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
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