Estate Planning Support Specialist (Remote, PT)

Mercer Advisors; United States; Remote; USD 40,000 - 47,000; Full time

Benefits offered by this job

Health insurance

401(k) Retirement Plan with match

Paid holidays

Parental leave

Adoption assistance

Job summary

Mercer Advisors is seeking a Legal Assistant (Estate Planning Service Specialist) to join our Estate Planning team in a remote US role. You will support estate planning strategists and clients throughout the process, requiring organization, proactive communication, and meticulous attention to detail.

Ideal candidates hold a high school diploma, have some legal experience, and are proficient with MS Word, Excel, Adobe and Outlook.

Qualifications

• High school diploma or equivalent.
• Some experience in a legal setting preferred.
• Ability to manage multiple tasks and meet deadlines.
• Excellent written and verbal communication.
• Maintain confidentiality in all matters.

Responsibilities

• Drafting correspondence to wealth management teams and clients.
• Scheduling meetings and calendar management for a strategist.
• Supporting estate planning documents and reviews.
• Maintaining client files and finalizing meeting notes.
• Acting as primary contact for clients and managing communications.

Skills

Communication skills

Organization

Self-starter

Multitasking

Team player

Education

High school diploma or equivalent

Tools

MS Word

Excel

Adobe

Outlook

Job description

Mercer Advisors is seeking a Legal Assistant (Estate Planning Service Specialist) to join our Estate Planning team in a remote US role. You will support estate planning strategists and clients throughout the process, requiring organization, proactive communication, and meticulous attention to detail.

Ideal candidates hold a high school diploma, have some legal experience, and are proficient with MS Word, Excel, Adobe and Outlook.