Mercer Advisors

Senior Legal Assistant, Estate Planning Service Specialist

Mercer Advisors

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $63,750 - $75,000 per year

Job Level

Senior

About the role

  • Draft various correspondence to wealth management teams and clients
  • Follow best practices for group, client, and advisor interaction
  • Support EP Strategist through serving as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones
  • Act as a liaison with estate planning specialists, wealth management teams, and clients
  • Maintain client files, including preparing and finalizing notes for meetings
  • Mentor and train service specialists, as needed
  • Other duties, as assigned

Requirements

  • High school diploma or equivalent.
  • 2-5 years of experience in a legal setting, law firm or in-house, preferred.
  • 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.
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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
calendar managementcorrespondence draftingclient file maintenancemeeting preparationnote finalization
Soft Skills
communication skillsorganizational skillsmentoringteamworkself-starter attitudeability to perform under pressureprioritizationmulti-taskingpositive attitudework ethic
Certifications
high school diploma