Job Summary:

The Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process. The Estate Planning Service Specialist must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects.

Essential Job Functions for this role include:

• 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

Knowledge, Skills, and Abilities:

• 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

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.