Paralegal, Estate Planning Specialist I

🔥 13 hours ago

🏄 California, Oregon, +1 more states – Remote

🏄 California – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $32 - $37 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Paralegal

👻 Ghost score 0%

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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

• Review and prepare deeds, assignments, and other funding documents • Work with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate • Manage workflows and processes related to funding and related tasks • Assist in creating entities, including preparation of formation documents and filings • Prepare summaries of existing estate plans • Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives • Enter data into legal document software • Support Attorneys (Estate Planning Strategists) and other team members with fast-paced, document-intensive tasks • Perform other duties as assigned

🎯 Requirements

• Paralegal Certificate required • Knowledge of WealthDocs required • Excellent attention to detail • Strong written and verbal communication skills • Proactive follow-up and follow-through • Excellent organization, time management, proofreading, and word processing skills • Ability to maintain confidentiality with all matters • Positive attitude while working well as part of a large team • Ability to prioritize and multi-task in a dynamic environment • Availability Monday through Friday from 8AM to 5PM, with occasional early or late hours • Ability to work in a professional office environment or dedicated home office workspace • No heavy lifting over 10 lbs.

🏖️ 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 offerings 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, 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 • Incentive compensation through one of Mercer Advisors’ incentive compensation programs • Basic technology needs provided for position requirements