[Hiring] Paralegal (Estate Planning Specialist) @Mercer Advisors

Role Description

The Estate Planning Specialist I works in a team-centric environment to support the Estate Planning Specialists and other team members with fast-paced, document-intensive tasks. This role requires excellent attention to detail and strong written and verbal communication skills.

• Reviewing and preparing deeds, assignments, and other funding documents
• Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
• Managing workflows and processes related to funding, and related tasks
• Assisting in the creation of entities, including preparation of formation documents and filings
• Preparing summaries of existing estate plans
• Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and entering data into legal document software
• Other duties, as assigned

Qualifications

• Paralegal Certificate required
• Knowledge of WealthDocs required
• Focused on proactive follow-up and follow-through
• Excellent organization, time management, proofreading, and word processing skills
• Adaptable and able to maintain confidentiality with all matters
• Have a “can do” positive attitude while working well as part of a large team
• Ability to prioritize and multi-task in a dynamic 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 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.

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