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Mercer Advisors · 2 days ago

Manager, Estate Planning Service

Denver (HQ)

Full-time

Onsite

Mid, Senior Level

$57K/yr - $68K/yr

5+ years exp

Mercer Advisors has been helping families amplify and simplify their financial lives for 40 years. The Manager, Estate Planning Service is responsible for overseeing a team of service specialists and supporting estate planning strategists in managing client interactions throughout the estate planning process.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Overseeing, supporting, and managing the team of service specialist to ensure they are performing pursuant to key metrics; as well as following best practices for group, client, and advisor interaction

Managing service specialists, as assigned, through overseeing day-to-day tasks, training, assisting with time management, coaching, and mentoring

Handling all time off and time keeping responsibilities for team of service specialists

Recruiting, training, and onboarding new service specialists

Leading regular service specialist meetings

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

Other duties, as assigned

Qualification

Estate planning knowledgeTeam managementLegal experienceMS Word proficiencyOrganizational skillsProactive attitudeCommunication skillsAttention to detail

Required

High school diploma or equivalent

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

Preferred

5 years experience in a legal setting, law firm or in-house

Experience managing a team of individual contributors

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