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Mercer Advisors · 2 days ago

Legal Assistant (Estate Planning Service Specialist)

United States

Full-time

Remote

New Grad, Entry Level

Mercer Advisors is a leading financial services firm that integrates various financial planning services. The Estate Planning Service Specialist will support estate planning strategists and clients throughout the estate planning process, ensuring effective communication and organization in a fast-paced legal team.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Drafting various correspondence to wealth management teams and clients

Following best practices for group, client, and advisor interaction

General administrative tasks and other duties, as needed

Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones

Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients

Maintaining client files, including preparing and finalizing notes for meetings

Qualification

Legal experienceMS WordExcelAdobeOutlookOrganizational skillsCommunication skillsMultitaskAttention to detailSelf-starter attitudeTeam player

Required

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

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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

Pet Insurance