[Remote] Estate Planning Service Coordinator

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, serving over 31,300 families across the U.S. The Estate Planning Service Coordinator will support estate planning strategists and specialists, ensuring a seamless estate planning process for clients while managing various administrative tasks.

Responsibilities

• 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
• 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

Skills

• 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

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD 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
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Company Overview