Sr. Legal Assistant (Sr. Estate Planning Service Specialist)

High school diploma or equivalent.

Nice to have:

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.

$63,750

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$75,000 USD

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

Company Paid Basic Life & AD&D Insurance

The Senior Estate Planning Service Specialist I works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process.  The Senior Estate Planning Service Specialist I must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects.

Essential Job Functions for this role include:

Draft various correspondence to wealth management teams and clients

Follow best practices for group, client, and advisor interaction

Support EP Strategist through serving as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones

Act as a liaison with estate planning specialists, wealth management teams, and clients