Paralegal (Estate Planning Specialist I)

Mercer Advisors Inc.; Washington; Híbrido; USD 44 000 - 51 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) with match

Paid parental leave

Company paid life/AD&D

Paid Holidays

Health benefits

HSA contributions

Resumo da oferta

Mercer Advisors is seeking a Paralegal (Estate Planning Specialist I) to join a collaborative team supporting Attorneys and colleagues in fast-paced, document-intensive tasks. The role demands meticulous attention to detail and strong written and verbal communication.

Responsibilities include reviewing deeds, coordinating with county recorders, managing funding workflows, and assisting in entity formation. Knowledge of WealthDocs and a Paralegal Certificate are required, with opportunities in a

Qualificações

• Paralegal Certificate required.
• WealthDocs knowledge required.
• Proactive follow-up and follow-through.
• Excellent organization and time management skills.
• Strong proofreading and word processing abilities.
• Able to maintain confidentiality in all matters.

Responsabilidades

• Review and prepare deeds, assignments, and funding documents.
• Coordinate with county recorders to file deeds and verify fees.
• Manage workflows and processes related to funding.
• Assist in creation of entities and filings.
• Prepare summaries of existing estate plans.
• Support drafting of estate planning documents and data entry in legal software.
• Perform other duties as assigned.

Conhecimentos

Paralegal knowledge

WealthDocs

Proactive follow-up

Organization

Time management

Proofreading

Confidentiality

Team collaboration

multitasking

Formação académica

Paralegal Certificate

Ferramentas

WealthDocs

Descrição da oferta de emprego

California; Oregon; Washington

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary:

The Paralegal (Estate Planning Specialist I) works in a team-centric environment to support the Attorneys (Estate Planning Strategists) and other team members with fast-paced, document-intensive tasks. This role requires excellent attention to detail and strong written and verbal communication skills.

Essential Job Functions for this role include:

• Reviewing and preparing deeds, assignments, and other funding documents
• Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
• Managing workflows and processes related to funding, and related tasks
• Assisting in the creation of entities, including preparation of formation documents and filings
• Preparing summaries of existing estate plans
• Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and entering data into legal document software
• Other duties, as assigned

Knowledge, Skills, and Abilities:

• Paralegal Certificate required
• Knowledge of WealthDocs required
• Focused on proactive follow-up and follow-through
• Excellent organization, time management, proofreading, and word processing skills
• Adaptable and able to maintain confidentially with all matters
• Have a “can do” positive attitude while working well as part of a large team
• Ability to prioritize and multi-task in a dynamic environment

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline:

The initial deadline for applications is 11/30/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$32 - $37 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
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. This inbox is for accommodation requests only.

If you need an accommodation during the application or hiring process, please email [e-mail] . This inbox is for accommodation requests only.