Estate Planning Support Specialist

Merceradvisors; United States; Hybrid; USD 40,000 - 47,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

401(k) with match

Paid time off

Parental Leave

Dental Plan

Vision Insurance

HSA

Employee Assistance Plan

Job summary

Mercer Advisors is seeking an Estate Planning Service Specialist to support estate planning strategists and clients throughout the estate planning process in a fast-paced legal team.

The ideal candidate should be organized, detail-oriented, and possess strong verbal and written communication skills; Pacific Time Zone candidates are prioritized. This role requires professional interaction with clients and internal teams.

Qualifications

• 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.

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.

Skills

Communication skills

Organizational skills

MS Word

MS Excel

Outlook

Attention to detail

Team player

Education

High school diploma

Experience in a legal setting (preferred)

Tools

MS Word

Excel

Adobe

Outlook

Job description

Mercer Advisors is seeking an Estate Planning Service Specialist to support estate planning strategists and clients throughout the estate planning process in a fast-paced legal team.

The ideal candidate should be organized, detail-oriented, and possess strong verbal and written communication skills; Pacific Time Zone candidates are prioritized. This role requires professional interaction with clients and internal teams.