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Portfolio Operations Specialist

Mercer Advisors · Remote, USA · All 78 Mercer Advisors jobs

Advertised pay
$25–$29 an hour
Work pattern
Remote
Posted
15 Sep 2026

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Required skills, as the advert states them

  • Attention To Detail
  • Communication Skills
  • Salesforce
  • Excel

Nice to have

  • Tax
  • Reporting
  • Compliance
  • Reconciliations
  • Quality Control
  • Audit

About this opportunity

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 42,800+ families across 110+ cities across the U.S.

Read the full advert and apply on Mercer Advisors's site →

Collected from Mercer Advisors's own careers site (Greenhouse). Posted 15 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.