Estate Planning Service Coordinator

Mercer Advisors

Estate Planning Service Coordinator supporting Mercer Advisors' estate planning team with administrative tasks and client liaison work. Ensuring effective documentation and communication within the team and clients.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $30 per hourWebsite

About the role

Key responsibilities & impact

Drafting various correspondence to wealth management teams and clients
Following best practices for group, client, and advisor interaction
Liaising with other groups and wealth management teams to ensure an exceptional client-advisor experience
Building out and updating training materials and providing training to Estate Planning Service Specialists
General administrative tasks and other duties, as needed
Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion
Maintaining client files and updating case management systems
Supporting as a liaison with estate planning specialists, wealth management teams, and clients

Requirements

What you’ll need

High school diploma or equivalent
Some 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

Comp & perks

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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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Applicant Tracking System Keywords

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Soft Skills

outstanding work ethicself-starter attitudeability to perform under pressuremeet deadlinesprioritize tasksdeliver multiple tasks on timeoutstanding communication skillsorganizational skillsmaintain confidentialitypositive attitude

Certifications

high school diplomaequivalent