[Remote] Legal Assistant (Estate Planning Service Specialist)

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading firm in financial planning and wealth management, dedicated to simplifying financial lives for families. The Estate Planning Service Specialist will support estate planning strategists and clients throughout the estate planning process, requiring strong organizational skills and attention to detail.ResponsibilitiesDrafting various correspondence to wealth management teams and clientsFollowing best practices for group, client, and advisor interactionGeneral administrative tasks and other duties, as neededSupporting 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 phonesSupporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clientsMaintaining client files, including preparing and finalizing notes for meetingsSkillsHigh school diploma or equivalentSome experience in a legal setting, law firm or in-house, preferredOutstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on timeOutstanding communication and organizational skillsProficiency with MS Word, Excel, Adobe and OutlookAble to maintain confidentiality with all mattersHave a 'can-do' positive attitude and enjoy being part of a teamAbility to prioritize and multi-task in a busy environmentBenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingCompany OverviewMercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.