Manager, Legal Assistant
The Manager, Estate Planning Service at Mercer Advisors plays a pivotal role within the Estate Planning team, overseeing service specialists and ensuring seamless client interactions throughout the estate planning process. This position requires a proactive leader who thrives in a fast-paced legal environment and is committed to delivering exceptional service to clients.
Key responsibilities include managing a team of service specialists by overseeing daily tasks, providing training, and offering mentorship. The manager will develop internal resources to support the Estate Planning group, handle scheduling and correspondence with clients, and maintain accurate client files. Additionally, the role involves drafting correspondence to wealth management teams and clients, as well as performing general administrative duties as needed.
Candidates should possess a high school diploma or equivalent, with at least five years of experience in a legal setting, preferably within a law firm or in-house legal department. Experience in managing a team of individual contributors is essential. Strong organizational and communication skills are required, along with proficiency in MS Word, Excel, Adobe, and Outlook. A positive attitude, ability to maintain confidentiality, and capacity to multitask effectively are also important.
Mercer Advisors offers a comprehensive benefits package, including company-paid life and disability insurance, multiple medical plan options, dental and vision insurance, a Health Savings Account with company contributions, generous paid time off, paid parental leave, and a 401(k) retirement plan with company match. Additional perks include pet insurance and company-paid concierge services to assist with various personal needs.
Joining Mercer Advisors means becoming part of a team dedicated to simplifying and amplifying clients' financial lives. The company fosters a diverse and inclusive work environment, attracting top talent nationwide with flexible working arrangements and a commitment to professional growth and development.