Manager, Legal Assistant – Estate Planning Service

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚖️ Legal Assistant

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Oversee, support, and manage service specialists to ensure performance against key metrics and best practices • Manage day-to-day tasks, training, time management, coaching, and mentoring for service specialists • Develop internal resources for the Estate Planning group • Handle time-off and timekeeping responsibilities • Recruit, train, and onboard new service specialists • Lead regular service specialist meetings • Draft correspondence to wealth management teams and clients • Support estate planning strategists throughout the estate planning process • Act as a primary client contact and manage client correspondence • Manage calendars and schedule meetings for strategists • Answer phones and perform general administrative tasks • Maintain estate planning documents and reviews as a liaison among specialists, wealth management teams, and clients • Maintain client files and prepare and finalize meeting notes • Complete other assigned duties

🎯 Requirements

• High school diploma or equivalent • 5 years experience in a legal setting, law firm, or in-house preferred • Experience managing a team of individual contributors • Outstanding work ethic and 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 • Ability to prioritize and multitask in a busy environment • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours

🏖️ 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 • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • 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, supplemental STD, and Parental Leave • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Incentive compensation eligibility