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[Remote] Legal Assistant (Estate Planning Service Specialist)
Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading financial services firm that integrates various financial planning services. The Estate Planning Service Specialist will support estate planning strategists and clients throughout the estate planning process, ensuring effective communication and organization in a fast-paced legal team. Responsibilities • 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; including 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 maintaining 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 Skills • 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 • Able 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 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 arenaflex 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 • Pet Insurance Company Overview • Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is Apply tot his job
