Legal Assistant (Estate Planning Service Specialist) - Remote

Overview

The Estate Planning Service Specialist 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 ideal candidate should be organized and enjoy the challenges of contributing to a fast-paced legal team.

In Short

• Drafting correspondence to wealth management teams and clients
• Following best practices for group, client, and advisor interaction
• Performing general administrative tasks
• Acting as a primary point of contact for clients
• Managing correspondence and calendar for estate planning strategists
• Maintaining client files and preparing notes for meetings
• Administering calendar management and scheduling meetings
• Supporting the maintenance of estate planning documents
• Contributing to a fast-paced legal team environment
• Ensuring confidentiality in all matters

Requirements

• High school diploma or equivalent
• Experience in a legal setting preferred
• Outstanding work ethic and self-starter attitude
• Excellent communication and organizational skills
• Proficiency in MS Word, Excel, Adobe, and Outlook
• Ability to prioritize and multi-task in a busy environment
• Attention to detail and ability to meet deadlines
• Ability to maintain confidentiality
• Positive attitude and team-oriented

Benefits

• Company Paid Life & AD&D Insurance
• Short-Term and Long-Term Disability Insurance
• Health Savings Account with company contributions
• Comprehensive Dental and Vision Insurance Plans
• Generous paid time off program
• 401(k) Retirement Plan with company match
• Paid Parental Leave
• Employee Assistance Plan
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services