mercer advisorsDenver, CO
Portfolio Operations Specialist (Fully Remote)
$25-$29
Apply (opens in a new tab)Portfolio Operations Specialist (Fully Remote)
Financial Specialists, All OtherBookkeeping, Accounting, and Auditing ClerksFinancial Clerks, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)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.
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 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.
Also on the board Same function, level within a rung
Level
Senior
Salary
$25-$29
Location
Denver, CO
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
yesterday