Mercer Advisors

Paralegal, Estate Planning Specialist

Mercer Advisors

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $30 - $36 per hour

About the role

  • Reviewing and preparing deeds, assignments, and other funding documents
  • Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
  • Managing workflows and processes related to funding, and related tasks
  • Assisting in the creation of entities, including preparation of formation documents and filings
  • Preparing summaries of existing estate plans
  • Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and entering data into legal document software
  • Other duties, as assigned

Requirements

  • Paralegal Certificate required
  • Knowledge of WealthDocs required
  • Focused on proactive follow-up and follow-through
  • Excellent organization, time management, proofreading, and word processing skills
  • Adaptable and able to maintain confidentially with all matters
  • Have a “can do” positive attitude while working well as part of a large team
  • Ability to prioritize and multi-task in a dynamic 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
deed preparationfunding document preparationestate planning document creationdata entryproofreadingtime managementworkflow management
Soft Skills
organizationadaptabilityconfidentialityteamworkproactive follow-uppositive attitudemulti-tasking
Certifications
Paralegal Certificate