Account Manager (Encino, CA)

The role

The Account Manager will serve as the primary point of contact for clients and manage day-to-day communications. This role involves preparing financial statements, managing payroll, and overseeing business management tasks for the Business Management team.

What you will do

• Serve as the primary point of contact for clients
• Prepare, review, and maintain financial statements
• Record and track investments
• Perform bank account reconciliations
• Manage accounts receivable and payable
• Oversee payroll processing, 1099 reporting, business license registrations, and sales/use tax filings
• Prepare and submit guild reporting
• Support insurance and benefits administration
• Maintain organized records through document scanning and digital filing
• Supervise and mentor assistant(s)

Required qualifications

• Minimum of 5 years of business management and/or bookkeeping experience
• Proficiency in Datafaction/DF Imaging and AgilLink
• Strong knowledge of Microsoft Office (Excel, Word, Outlook)
• Data management tools proficiency
• Familiarity with insurance and benefits administration
• Exceptional organizational skills
• Strong analytical, critical thinking, and problem-solving abilities
• Excellent verbal, written, and interpersonal communication skills
• Ability to build and maintain strong client relationships
• Experience supervising and mentoring staff

Nice to have

• Business Management industry experience strongly preferred
• Bachelor’s degree in Accounting, Finance, or Business Administration
• Experience with Microsoft Teams

Benefits

• 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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, tax, estate, and insurance. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.