Portfolio Operations Specialist
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Role Overview:
- Support portfolio reporting, account data integrity, and reconciliation across custodial platforms.
- Collaborate with portfolio consultants, advisors, and technology partners to resolve operational exceptions.
- Ensure accurate client reporting and high standards of service.
Key Responsibilities:
- Investigate and resolve cost basis and performance reporting discrepancies.
- Perform daily account reviews, reconciliations, and proactive quality audits.
- Monitor quarterly client reporting and troubleshoot data issues.
Compensation & Benefits:
- Base pay range $25-$29 USD per hour plus incentive compensation.
- Comprehensive benefits including medical, dental, vision, 401(k), and paid parental leave.
- Flexible remote work environment with a national team.
Who You Are:
- Strong analytical and problem-solving skills with attention to detail.
- Experience with Envestnet, Orion, Salesforce, and Excel preferred.
- Excellent communication and ability to manage multiple tasks.
Mercer Advisors
Mercer Advisors is a financial services firm that helps families simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the company fosters a flexible, inclusive culture where over half of employees are women.