Job Description

Job Description

Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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:

The Real Estate Project Coordinator will play a pivotal role in the day-to-day management and optimization of the Mercer Advisors office portfolio and report to the Vice President of Real Estate & Facilities .

Essential Job Functions for this role include:

• Project Management: Assist with the planning and management of office builds, relocations, and moves. Provide on-site assistance during the office build, punch list, and moves. Periodic travel to the project site is required. Develop tools and implement best practices to improve the execution and delivery of office-related projects. Liaise between internal and external vendors to during these events.
• Access Control Platform and Office Hoteling Support: Manage the installation of access control in offices. Provide training to employees on the access control and hoteling platform for continued operation and adherence to security protocols.
• Office Space Utilization: Develop and create office floor plans and work with an external vendor to manage data to understand office utilization. Provide regular reporting on space utilization to inform future office space planning.
• Signage: Work with external vendors to complete sign change projects.
• Certificate of Insurance: Respond to requests to update the certificate of insurance documents on file with property owners.
• Maintenance & Repair: Respond and resolve escalated office maintenance issues.
• Communication: Keep office teams informed on the status and outcomes of ongoing projects. Ensure all project documentation are properly archived for future reference.

Knowledge, Skills, and Abilities:

• 3–5 years of experience in commercial real estate, facilities coordination, or project management.
• Proficient in understanding construction documents and submittals.
• Proficient in Microsoft Office (Advanced Outlook, Excel, Word, PowerPoint) and project management software like Jira or Monday.com.
• Experience or familiarity with access control or hoteling/office booking platforms.
• Strong organizational and project management skills with the ability to handle multiple tasks and priorities effectively. Excellent verbal and written communication skills.
• Proven ability to establish and maintain effective working relationships across all levels of the organization.
• Self-starter who can work independently with minimal supervision.
• Flexibility to travel to various office sites to manage office builds, relocations, and escalated maintenance issues.
• Associate degree or equivalent experience required; Bachelor's degree preferred.
• Strong preference for candidates who are based near one of our larger offices (for example, Houston, Atlanta, Denver, New York, Walnut Creek (SF Bay Area) to name a few)

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 20 lbs.

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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws:

• Family and Medical Leave Act (FMLA)
• Employee Polygraph Protection Act (EPPA)
• Equal Employment Opportunity (EEO)

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

• E-Verify
• Right to Work

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

CCPA Notice at Collection

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