[Hiring] Estate Planning Service Coordinator @Mercer Advisors

Role Description

The Estate Planning Service Coordinator works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists, Estate Planning Service Specialists, and clients throughout the estate planning process. The Estate Planning Service Coordinator 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.

• Drafting various correspondence to wealth management teams and clients
• Following best practices for group, client, and advisor interaction
• Liaising with other groups and wealth management teams to ensure an exceptional client-advisor experience
• Building out and updating training materials and providing training to Estate Planning Service Specialists
• General administrative tasks and other duties, as needed

In this role, the Service Specialist will also work in conjunction with Advanced Services Law Group, Inc. (ASLG), a boutique estate planning firm that supports clients of Mercer Advisors. In this role, the Service Specialist will perform the following tasks:

• Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion
• Maintaining client files and updating case management systems
• Supporting as a liaison with estate planning specialists, wealth management teams, and clients

Qualifications

• 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

Requirements

• 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.

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)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones
• 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