- Страна
- США
- Зарплата
- 68 000 $ – 85 000 $
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Assistant Account Manager (Business Management)
Оценка ИИОтличный социальный пакет, включая 14 оплачиваемых праздников и неделю на День благодарения. Компания имеет высокий рейтинг (Barron’s #1 RIA), что гарантирует стабильность и престиж.
Сложность вакансии
Оценка ИИРоль требует специфического опыта работы с ПО Datafaction или AgilLink, что сужает круг кандидатов. Однако задачи являются стандартными для бухгалтерии, а требования к образованию гибкие.
Анализ зарплаты
Оценка ИИПредложенная зарплата ($68k - $85k) находится на уровне или чуть выше рыночного медианного значения для позиции Assistant Account Manager в Калифорнии, учитывая узкую специализацию на Business Management.
Сопроводительное письмо
I am writing to express my strong interest in the Assistant Account Manager position at Mercer Advisors. With over two years of dedicated bookkeeping experience specifically within the Business Management sector, I have developed a robust proficiency in managing general ledgers, accounts payable/receivable, and complex bank reconciliations. My technical background with AgilLink and Datafaction aligns perfectly with your team's requirements, ensuring I can contribute to your operations from day one.
Throughout my career, I have prioritized accuracy and efficiency in payroll processing and document management while maintaining professional relationships with clients and vendors. I am particularly drawn to Mercer Advisors because of your reputation as a top-ranked RIA and your commitment to a diverse, fiduciary-first culture. I am eager to bring my analytical skills and proactive approach to support your Business Management team in delivering exceptional service to your clients.
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Описание вакансии
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.\*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
\* 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 an experienced Assistant Account Manager/Bookkeeper to become an integral part of our Business Management team. A successful candidate will be trustworthy, professional, analytical, detail-oriented, computer-savvy (Excel and Word), organized and service-oriented with two or more years of accounting and bookkeeping experience in the Business Management industry. We offer a supportive and team-oriented work environment, and opportunity to learn and grow within our organization. |
| Essential Job Functions for this role include: |
| General ledger coding Account receivable and accounts payable Bank account reconciliations Document management Payroll processing Research & special projects Client and vendor liaison Various tasks as needed |
| Knowledge, Skills, and Abilities: |
| Critical Success Personal Attributes and Strengths Excellent organizational skills with a bias towards efficiency Excellent judgment, poise, and professionalism Keen ability to work independently, show initiative, and take ownership while understanding the importance of collaboration & teaming Practices superior time management. Able to re-prioritize tasks and support teams based on frequently changing needs Demonstrates winning Social Customer Service techniques such as empathy, patience, advocacy, and conflict resolution Qualification Requirements: Minimum two years’ Bookkeeping experience within Business Management Must have experience using Datafaction/DF Imaging and/or AgilLink Knowledge and understanding of A/R and A/P functions College Degree a plus Proficiency in Microsoft Office and data management software. Experience with TEAMS is preferred Strong organizational and administrative skills Detail-oriented with strong analytical and problem solving, critical thinking, interpersonal, and verbal and written communication skills |
| Work Schedule: |
| This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
| Working Conditions: |
| This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 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
$68,000—$85,000 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
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 PeopleTeam@merceradvisors.com. *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.
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Навыки
- Microsoft Excel
- Microsoft Word
- Accounts Payable
- General Ledger
- Payroll Processing
- Microsoft Teams
- Accounts Receivable
- Bookkeeping
- AgilLink
- Datafaction
Возможные вопросы на собеседовании
Вакансия требует обязательного опыта работы с этими системами.
Расскажите о вашем опыте работы с Datafaction или AgilLink: какие модули вы использовали чаще всего?
Позиция подразумевает работу с клиентами и вендорами.
Как вы справляетесь с ситуациями, когда клиент или вендор предоставляет некорректные финансовые данные?
Работа включает множество разноплановых задач (A/P, A/P, налоги, отчеты).
Как вы расставляете приоритеты в периоды высокой нагрузки, например, во время закрытия месяца или подготовки отчетности?
В описании указано, что роль может требовать работы вне стандартных часов.
Готовы ли вы к гибкому графику в периоды дедлайнов и как вы обеспечиваете точность работы в стрессовых условиях?
Проверка внимательности к деталям и аналитических способностей.
Опишите случай, когда вы обнаружили расхождение в сверке банковских счетов, которое другие пропустили. Как вы его устранили?
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- Страна
- США
- Зарплата
- 68 000 $ – 85 000 $