Administrative Operations Lead​/Office Manager

Administrative Operations Lead/Office Manager

Encino;
Woodland Hills

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 31,300 families across 90+ 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 a team of comprehensive financial services professionals headquartered in Encino, California. With two distinct companies under one roof, a business management multi-family office and an investment advisory firm, we are able to provide one-stop, seamlessly coordinated financial services such as business management, tax preparation and planning, accounting and bookkeeping, wealth management and financial planning. For more than 45 years, our Firm has been providing peace of mind and financial well-being to high profile creative talent.

We are seeking a perceptive, multifaceted professional to join our team as an Administrative Operations Lead / Office Manager. The dynamic professional, having prior management experience, will oversee office operations, administration, communications, and facility management functions. A successful applicant will be trustworthy, professional, analytical, detail-oriented, computer savvy, organized and service oriented. Influencing through servant leadership, a premier Administrative Operations Lead will understand the importance of their role as a cultural ambassador for the Singer Burke brand.

In this capacity, the Administrative Operations Lead should champion and communicate the firm's brand in a positive, authentic way that will deliver an exceptional experience for our staff, clients, and visitors. To succeed as an Office Manager, you must be focused on ensuring that the Firm's offices and work spaces are pristine, organized, healthy, safe, and sanitized.

Through effective execution of wide-ranging and multi-faceted operational duties, this position also is responsible for planning administrative procedures, managing schedules and deadlines, monitoring costs and expenses, supervising office activities, and maintaining inventory of office supplies. Thus, the ideal candidate has demonstrated knowledge of office operations, analytical thinking, problem solving, multitasking, leadership, and computer competencies. The position is full-time and reports to the Chief Operations Officer.

This functions of the role serve our "matrixed" structure, meaning that although the position is part of the Operations and Administration team, the responsibilities of the role will require the Administrative Operations Lead/ Office Manager to not only work closely with the Partners and all teams across the firm, but to specifically to support the administrative and reporting needs of the Managing Partner.

Essential Job Functions for this role include:

Administration Duties:

Serving as Administrative Assistant to the Managing Partner Support the Managing Partner in scheduling and…