Estate Planning Operations Coordinator

Merceradvisors; Denver (CO); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Company Paid Life & AD&D Insurance

Health Savings Account contributions

401(k) Retirement Plan with match

Job summary

Merceradvisors is looking for an Estate Planning Operations Specialist to provide administrative support to the Estate Planning group. The role involves processing estate plans and assisting in client interactions, requiring strong organizational skills and a detail-oriented approach.

A high school diploma and proficiency in MS Office are essential. The position offers a competitive benefits package and requires availability during standard business hours.

Qualifications

• Outstanding work ethic and self-starter.
• Ability to meet deadlines and perform under pressure.
• Eager to become an expert in the position.

Responsibilities

• Shipping, scanning, and assembling estate plans.
• Preparing materials for client meetings.
• Coordinating referrals to the Estate Planning group.

Skills

High school diploma or equivalent

Outstanding communication skills

Proficiency with MS Word, Excel, Adobe, and Outlook

Ability to multi-task

Job description

Merceradvisors is looking for an Estate Planning Operations Specialist to provide administrative support to the Estate Planning group. The role involves processing estate plans and assisting in client interactions, requiring strong organizational skills and a detail-oriented approach.

A high school diploma and proficiency in MS Office are essential. The position offers a competitive benefits package and requires availability during standard business hours.