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Legal Assistant (Estate Planning Service Specialist)

1 month, 3 weeks ago
United States
Full-time
Entry Level
Paralegal
Legal
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 20

Description

  • Draft correspondence to wealth management teams and clients.
  • Support an estate planning strategist throughout the estate planning process.
  • Act as a primary point of contact for clients and manage client correspondence.
  • Manage calendar scheduling and meeting coordination for the strategist.
  • Answer phones and provide general client and team support.
  • Maintain estate planning documents and coordinate estate planning reviews.
  • Serve as a liaison between estate planning specialists, wealth management teams, and clients.
  • Maintain client files and prepare and finalize meeting notes.
  • Complete general administrative tasks and other duties as needed.

Requirements

  • High school diploma or equivalent.
  • Some experience in a legal setting, law firm, or in-house environment preferred.
  • Outstanding work ethic with a self-starter attitude.
  • Ability to perform under pressure, meet deadlines, and deliver multiple tasks on time.
  • Strong communication and organizational skills.
  • Proficiency with MS Word, Excel, Adobe, and Outlook.
  • Ability to maintain confidentiality with all matters.
  • Ability to prioritize and multi-task in a busy environment.
  • Availability to work standard business hours Monday through Friday, 8:00 AM to 5:00 PM, with occasional early or late hours as needed.
  • Ability to work in a professional office environment or dedicated home office workspace with minimal interruptions.

Benefits

  • Base pay of $29 to $34 per hour.
  • Eligibility for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage options, including HSA eligibility with company contributions for HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave (8 weeks) and adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and after-tax contribution option.
  • Employee assistance program, family medical leave, pet insurance, and preferred employee pricing on financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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