Legal Assistant (Estate Planning Service Specialist)
The Estate Planning Service Specialist at Mercer Advisors plays a pivotal role within the Estate Planning team, providing comprehensive support to estate planning strategists and clients throughout the estate planning process. This position requires a highly organized individual who thrives in a fast-paced legal environment and possesses exceptional attention to detail and professional communication skills. Mercer Advisors is a national Registered Investment Adviser firm dedicated to integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team to serve over 31,300 families across the U.S.
Key responsibilities include drafting correspondence to wealth management teams and clients, adhering to best practices for group, client, and advisor interactions, and performing general administrative tasks as needed. The specialist acts as the primary point of contact for clients, managing correspondence, scheduling meetings, and handling calendar management for strategists. Additionally, the role involves maintaining estate planning documents and reviews, liaising with estate planning specialists, wealth management teams, and clients, and ensuring accurate and up-to-date client files.
Candidates should have a high school diploma or equivalent, with some experience in a legal setting, such as a law firm or in-house legal department, preferred. Essential skills include a strong work ethic, self-starter attitude, ability to perform under pressure, meet deadlines, and manage multiple tasks efficiently. Outstanding communication and organizational skills are crucial, along with proficiency in MS Word, Excel, Adobe, and Outlook. Maintaining confidentiality, a positive attitude, and the ability to prioritize in a busy environment are also key attributes.
Mercer Advisors offers a competitive and robust benefits package focused on meeting the health and welfare needs of employees and their eligible dependents. Benefits include company-paid basic life and AD&D insurance, short-term and long-term disability insurance, supplemental insurance options, multiple medical and dental plans, vision insurance, health savings accounts with company contributions, generous paid time off, paid parental leave, adoption assistance, and a 401(k) retirement plan with matching contributions. Additional perks include company-paid concierge services and pet insurance.
The company fosters a distinct work environment that stands out in the financial industry, with a commitment to diversity reflected in a workforce composed of 50% women. Mercer Advisors attracts top talent nationwide, offering flexible working arrangements without a formal headquarters, allowing the assembly of the best team possible. Joining Mercer Advisors means becoming part of a team dedicated to making a meaningful impact on the financial lives of families across the country.