Portfolio Operations Specialist

🔥 17 hours ago

🇺🇸 United States – Remote

💵 $25 - $29 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Manage various aspects of third-party asset management platforms • Support custodian and client service needs for asset management activities • Advise internal trading teams, outside asset managers, and investment platforms to ensure client needs are met and accounts are invested correctly • Review accounts for accuracy, proper record keeping, and conformance with asset allocation policies • Configure accounts to implement Mercer Advisors strategies on third-party systems • Assist client service teams in understanding outside asset managers and systems • Work with separate account managers to ensure timely and appropriate strategy implementation • Monitor third-party asset management platforms for proper trading and asset allocations • Collaborate with Compliance and Investment Strategy to implement company standards, educate client service teams, and escalate exceptions • Assist with reallocation of investment strategies in client portfolios • Resolve issues on third-party systems with client service teams • Troubleshoot creatively and with latitude • Perform other assigned duties as needed

🎯 Requirements

• High school diploma required • Bachelor’s degree from an accredited institution strongly preferred, preferably Business, Economics, Accounting, or Finance related • At least 1 year of experience in a professional investment management environment preferred • Experience with Envestnet systems helpful • Excellent communication skills with ability to prioritize, multitask, and troubleshoot • Experience with Salesforce, Microsoft Excel, and Microsoft Access helpful • Monday through Friday, 8:00AM–5:00PM • Professional office environment; work inside, standing and sitting, assigned workstation, and no heavy lifting over 10 lbs.

🏖️ 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 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for caregiving needs • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Incentive compensation eligibility through Mercer Advisors’ incentive compensation programs