Mercer Advisors
Overview
Locations: Atlanta; Denver (HQ); Houston; New York; San Francisco. Why Work at Mercer Advisors? For 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. We serve over 31,300 families in more than 90 cities across the U.S. Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron’s for firms up to $70 billion in assets, and we are an independent, national fiduciary obligated to act in the client’s best interest. Our work environment is distinct in the financial industry. Our employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent nationwide, with no formal headquarters and flexible working arrangements to assemble the best team possible. Join us to make a meaningful impact on the financial lives of families across the country. 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
Project Management:
Assist with planning and management of office builds, relocations, and moves. Provide on-site assistance during builds, punch lists, and moves. Periodic travel to project sites is required. Develop tools and best practices to improve execution and delivery of office-related projects. Liaise between internal and external vendors. Access Control Platform and Office Hoteling Support:
Manage installation of access control in offices. Train employees on access control and hoteling platforms for ongoing operation and security adherence. Office Space Utilization:
Develop office floor plans and work with external vendors to manage data on space utilization. Provide regular reporting to inform future office planning. Signage:
Coordinate with external vendors to complete sign change projects. Certificate of Insurance:
Respond to requests to update COI documents on file with property owners. Maintenance & Repair:
Respond to and resolve escalated office maintenance issues. Communication:
Keep office teams informed on project status and outcomes. Ensure project documentation is properly archived for future reference. Knowledge, Skills, and Abilities
3–5 years of experience in commercial real estate, facilities coordination, or project management. Proficiency in understanding construction documents and submittals. Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and project management software (e.g., Jira or Monday.com). Experience with access control or hoteling/office booking platforms. Strong organizational and project management skills with the ability to handle multiple tasks and priorities. 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 builds, relocations, and escalated maintenance issues. Preference for candidates based near larger offices (e.g., Houston, Atlanta, Denver, New York, Walnut Creek). Work Schedule
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions
Professional office environment, daytime hours, indoor work at a workstation, no heavy lifting over 20 lbs. Benefits
Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans including two High Deductible Health Plans and a Traditional Co-Pay plan Health Savings Account (HSA) with company contributions for HDHP plans Vision Insurance Dependent Care Savings Account 14 Company Paid Holidays with the full week off at Thanksgiving Generous paid time off for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Adoption Assistance Reimbursement Concierge Services for caregiving needs 401(k) with Traditional and Roth options and company match Pet Insurance We are not accepting unsolicited resumes from agencies or search firms for this job posting. Mercer Advisors is an equal employment opportunity employer. We prohibit discrimination and harassment of any type and provide equal opportunity in all aspects of employment, including recruitment, hiring, promotion, compensation, and training, without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity or expression, or any other characteristic protected by law. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. Create a Job Alert Interested in building your career at Mercer Advisors? Get future opportunities sent straight to your email.
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Locations: Atlanta; Denver (HQ); Houston; New York; San Francisco. Why Work at Mercer Advisors? For 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. We serve over 31,300 families in more than 90 cities across the U.S. Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron’s for firms up to $70 billion in assets, and we are an independent, national fiduciary obligated to act in the client’s best interest. Our work environment is distinct in the financial industry. Our employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent nationwide, with no formal headquarters and flexible working arrangements to assemble the best team possible. Join us to make a meaningful impact on the financial lives of families across the country. 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
Project Management:
Assist with planning and management of office builds, relocations, and moves. Provide on-site assistance during builds, punch lists, and moves. Periodic travel to project sites is required. Develop tools and best practices to improve execution and delivery of office-related projects. Liaise between internal and external vendors. Access Control Platform and Office Hoteling Support:
Manage installation of access control in offices. Train employees on access control and hoteling platforms for ongoing operation and security adherence. Office Space Utilization:
Develop office floor plans and work with external vendors to manage data on space utilization. Provide regular reporting to inform future office planning. Signage:
Coordinate with external vendors to complete sign change projects. Certificate of Insurance:
Respond to requests to update COI documents on file with property owners. Maintenance & Repair:
Respond to and resolve escalated office maintenance issues. Communication:
Keep office teams informed on project status and outcomes. Ensure project documentation is properly archived for future reference. Knowledge, Skills, and Abilities
3–5 years of experience in commercial real estate, facilities coordination, or project management. Proficiency in understanding construction documents and submittals. Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and project management software (e.g., Jira or Monday.com). Experience with access control or hoteling/office booking platforms. Strong organizational and project management skills with the ability to handle multiple tasks and priorities. 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 builds, relocations, and escalated maintenance issues. Preference for candidates based near larger offices (e.g., Houston, Atlanta, Denver, New York, Walnut Creek). Work Schedule
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions
Professional office environment, daytime hours, indoor work at a workstation, no heavy lifting over 20 lbs. Benefits
Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans including two High Deductible Health Plans and a Traditional Co-Pay plan Health Savings Account (HSA) with company contributions for HDHP plans Vision Insurance Dependent Care Savings Account 14 Company Paid Holidays with the full week off at Thanksgiving Generous paid time off for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Adoption Assistance Reimbursement Concierge Services for caregiving needs 401(k) with Traditional and Roth options and company match Pet Insurance We are not accepting unsolicited resumes from agencies or search firms for this job posting. Mercer Advisors is an equal employment opportunity employer. We prohibit discrimination and harassment of any type and provide equal opportunity in all aspects of employment, including recruitment, hiring, promotion, compensation, and training, without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity or expression, or any other characteristic protected by law. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. Create a Job Alert Interested in building your career at Mercer Advisors? Get future opportunities sent straight to your email.
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