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Mercer Advisors — Oklahoma City Oklahoma
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.
S. * 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 seeking a highly organized and detail-oriented professional to join our team as Real Estate Manager. This role combines financial administration, property management, and tenant/vendor relationship management to ensure smooth operations and exceptional service. Essential Job Functions for this role include: Financial Administration Perform bookkeeping, data entry, and process Accounts Payable (A/P) Accounts Receivable (A/R).
Prepare and print checks. Generate qualitative financial reports. Issue 1099-Misc forms to applicable vendors.
Property Management Oversee maintenance and repair work. Conduct regular property inspections and plan for capital improvements. Collaborate with brokers to market and lease available spaces.
Develop, prepare, and manage property budgets. Serve as primary liaison with legal counsel when legal action is required, ensuring timely documentation and case management. Lease Administration Ability to analyze and interpret commercial lease agreements to accurately prepare and maintain rent rolls.
Administer commercial leases and ensure compliance with lease terms and conditions.
Requirements
, and critical dates. Coordinate tenant move-ins, move-outs, and lease amendments. Collect rent, enforce lease terms, and maintain accurate payment records.
Tenant Vendor Relations Provide tenant support and manage tenant relationships. Coordinate vendor correspondence, scheduling, and management. Administrative Support Manage incoming calls, emails, and physical correspondence.
Provide general administrative assistance as needed. Knowledge, Skills, and Abilities: Understanding basic accounting principles. Demonstrated ability to manage relationships effectively.
Physical ability to tour properties, walk stairs, attend onsite meetings, and lift items up to 50 lbs. Strong multitasking skills with the ability to manage multiple complex projects simultaneously. High level of personal organization and attention to detail.
Proficiency in Microsoft Word and Excel. Experience with Yardi software is a major plus. Property management experience preferred (2–5 years).
Preferred Skills Marketing and leasing experience. Budget development and financial management expertise. Familiarity with property maintenance and capital improvement planning.
Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.