Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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 a highly organized and detail-oriented professional to join our team as Real Estate Manager. This role combines financial administration, property management, and tenant/vendor relationship management to ensure smooth operations and exceptional service.

Essential Job Functions for this role include:

Financial Administration

• Perform bookkeeping, data entry, and process Accounts Payable (A/P) & Accounts Receivable (A/R).
• Prepare and print checks.
• Generate qualitative financial reports.
• Issue 1099-Misc forms to applicable vendors.

Property Management

• Oversee maintenance and repair work.
• Conduct regular property inspections and plan for capital improvements.
• Collaborate with brokers to market and lease available spaces.
• Develop, prepare, and manage property budgets.
• Serve as primary liaison with legal counsel when legal action is required, ensuring timely documentation and case management.

Lease Administration

• Ability to analyze and interpret commercial lease agreements to accurately prepare and maintain rent rolls.
• Administer commercial leases and ensure compliance with lease terms and conditions.
• Track lease expirations, renewals, rent escalations, insurance requirements, and critical dates.
• Coordinate tenant move-ins, move-outs, and lease amendments.
• Collect rent, enforce lease terms, and maintain accurate payment records.

Tenant & Vendor Relations

• Provide tenant support and manage tenant relationships.
• Coordinate vendor correspondence, scheduling, and management.

Administrative Support

• Manage incoming calls, emails, and physical correspondence.
• Provide general administrative assistance as needed.

Knowledge, Skills, and Abilities:

• Understanding basic accounting principles.
• Demonstrated ability to manage relationships effectively.
• Physical ability to tour properties, walk stairs, attend onsite meetings, and lift items up to 50 lbs.
• Strong multitasking skills with the ability to manage multiple complex projects simultaneously.
• High level of personal organization and attention to detail.
• Proficiency in Microsoft Word and Excel.
• Experience with Yardi software is a major plus.
• Property management experience preferred (2–5 years).

Preferred Skills

• Marketing and leasing experience.
• Budget development and financial management expertise.
• Familiarity with property maintenance and capital improvement planning.

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 50 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 $93,500—$110,000 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
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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.

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