Legal Assistant, Estate Planning Service Specialist

Mercer Advisors

full-time

Posted on: 9/11/2025

Origin: • 🇺🇸 United States

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Mid-LevelSenior

About the role

Support estate planning strategists and clients throughout the estate planning process
Draft various correspondence to wealth management teams and clients
Follow best practices for group, client, and advisor interaction
Provide general administrative support and other duties as needed
Act as a primary point of contact for clients, manage client correspondence, and administer calendar management for a strategist
Schedule meetings and answer phones
Maintain estate planning documents and support estate planning reviews as liaison with specialists, wealth management teams, and clients
Maintain client files, including preparing and finalizing notes for meetings
Record working time into the timekeeping system daily if classified as non-exempt and follow timekeeping requirements
Work within a professional office environment or a dedicated home office workspace; basic technology provided

High school diploma or equivalent
Some experience in a legal setting, law firm or in-house (preferred)
Organized with attention to detail
Professional verbal and written communications skills
Resourceful, proactive, and efficient when completing time-sensitive tasks and projects
Outstanding work ethic with a self-starter attitude
Ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
Outstanding communication and organizational skills
Proficiency with MS Word, Excel, Adobe and Outlook
Able to maintain confidentiality with all matters
Have a “can-do” positive attitude and enjoy being part of a team
Ability to prioritize and multi-task in a busy environment
Availability during standard business hours Monday through Friday from 8AM to 5PM
For remote/home-office roles: a dedicated home office workspace which is free of interruptions (when position performed from home)