Estate Planning Service Specialist

Legal Assistant (Estate Planning Service Specialist) Remote, USA Job Summary 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, detail‑oriented, and proactive, with strong verbal and written communication skills and the ability to manage multiple time‑sensitive tasks efficiently. Essential Job Functions 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; 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 maintenance of 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 Knowledge, Skills, and Abilities 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 Ability 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 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 non‑exempt roles must 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 The position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. The workplace will be routinely sitting and standing for periods of time. No heavy lifting over 10 lbs is required. Base Pay Range

$29 - $34 USD

Benefits 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 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 a wide range of caring needs for 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 Additional Information 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. If you need an accommodation during the application or hiring process, please email View email address on click.appcast.io. This inbox is for accommodation requests only. #J-18808-Ljbffr Mercer-Advisors