Assistant Account Manager (Encino, CA)

Mercer Advisors•Los Angeles, CA
•$28 - $33•Hybrid

About The Position

Mercer Advisors is seeking an experienced Assistant Account Manager/Bookkeeper to join its Business Management team. The role supports client business-management needs through accounting, bookkeeping, payroll, document-management, research, and client and vendor coordination. The successful candidate is trustworthy, professional, analytical, detail-oriented, computer-savvy, organized, and service-oriented, with at least two years of accounting and bookkeeping experience in the Business Management industry. The company describes a supportive, team-oriented work environment with opportunities to learn and grow. The position follows standard business hours, Monday through Friday, from 8:00 a.m. to 5:00 p.m., with occasional early or late hours to meet business tasks and deadlines for internal and external client needs. Non-exempt employees must record work time at the beginning and end of each workday and take a 30-minute unpaid lunch. The position is hybrid, with more in-office time expected during the first 90 days for training. Work may take place in a professional office or a dedicated home-office workspace free of interruptions; basic technology will be provided. The role involves routinely sitting and standing and does not require lifting more than 10 pounds.

Requirements

  • At least two years of bookkeeping experience within Business Management.
  • 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, critical-thinking, interpersonal, verbal-communication, and written-communication skills.
  • Excellent organizational skills and a bias toward efficiency.
  • Excellent judgment, poise, and professionalism.
  • Ability to work independently, show initiative, and take ownership while collaborating and teaming effectively.
  • Strong time-management skills and ability to reprioritize tasks and support teams as needs change.
  • Ability to demonstrate empathy, patience, advocacy, and conflict resolution in social customer service.

Nice To Haves

  • College degree.
  • Experience with TEAMS.

Responsibilities

  • Code general ledger transactions.
  • Handle accounts receivable and accounts payable.
  • Reconcile bank accounts.
  • Manage documents.
  • Process payroll.
  • Conduct research and support special projects.
  • Act as a liaison for 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.
  • Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay 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 for child and dependent care.
  • 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 through company-paid short-term disability, any supplemental short-term disability, and parental leave.
  • Adoption Assistance Reimbursement Program.
  • Company-paid concierge services for caregiving and other life needs.
  • 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.
  • Incentive compensation eligibility.
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