Sr. Legal Assistant (Sr. Estate Planning Service Specialist)

The Senior Estate Planning Service Specialist I 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 detail-oriented individual who thrives in a dynamic, fast-paced legal environment. The ideal candidate will possess strong organizational skills and the ability to manage multiple tasks efficiently.

Key responsibilities include drafting correspondence to wealth management teams and clients, managing client interactions, and serving as the primary point of contact for clients. The role also involves calendar management for strategists, scheduling meetings, answering phones, and acting as a liaison between estate planning specialists, wealth management teams, and clients. Additionally, the Senior Estate Planning Service Specialist I is responsible for maintaining client files, preparing and finalizing meeting notes, and mentoring and training service specialists as needed.

Candidates should have a high school diploma or equivalent, with 2-5 years of experience in a legal setting, preferably in a law firm or in-house environment. Essential skills include outstanding communication and organizational abilities, proficiency with MS Word, Excel, Adobe, and Outlook, and the capacity to maintain confidentiality. A proactive, self-starter attitude and the ability to perform under pressure, meet deadlines, and prioritize tasks are crucial.

Mercer Advisors offers a competitive base salary ranging from $57,800 to $68,000 USD, with eligibility for incentive compensation through the company's incentive programs. The benefits package includes company-paid life and disability insurance, multiple medical plan options, dental and vision insurance, paid time off, and a 401(k) retirement plan with company matching. Additional perks include paid parental leave, adoption assistance, and pet insurance.

Mercer Advisors is a national fiduciary committed to acting in the best interest of its clients. The company fosters a diverse and inclusive work environment, with a client-facing team composed of 50% women. Employees appreciate the supportive team culture, flexible work arrangements, and opportunities for career growth within the organization.