Sr. Legal Assistant (Sr. Estate Planning Service Specialist)

Job Summary:

The Senior Estate Planning Service Specialist I 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 Senior Estate Planning Service Specialist I 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:

• Draft various correspondence to wealth management teams and clients
• Follow best practices for group, client, and advisor interaction
• Support EP Strategist through serving as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones
• Act as a liaison with estate planning specialists, wealth management teams, and clients
• Maintain client files, including preparing and finalizing notes for meetings
• Mentor and train service specialists, as needed
• Other duties, as assigned

Knowledge, Skills, and Abilities:

• High school diploma or equivalent.
• 2-5 years of 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: