Legal Assistant – Estate Planning Service Specialist
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Job Description
Legal Assistant supporting estate planning process and strategists for Mercer Advisors. Responsible for client communication and maintaining estate planning documents with excellent professional skills.
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
Requirements:
- 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 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
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