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Legal Assistant – Estate Planning Service Specialist
Mercer AdvisorsLegal Assistant supporting estate planning processes for families at Mercer Advisors. Responsible for correspondence, administrative tasks, and client interaction.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
outstanding work ethicself-starter attitudeability to perform under pressuremeet deadlinesprioritize tasksdeliver multiple tasks on timeoutstanding communication skillsorganizational skillsmaintain confidentialitypositive attitude
Tools & Technologies
MS WordExcelAdobeOutlook
Certifications & Qualifications
high school diplomaequivalent
Industry Keywords
wealth managementestate planninglegal settinglaw firmin-house
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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