Administrative Assistant (Estate Planning Operations Specialist) - Denver, CO

Mercer Advisors•Denver, CO

3d•$49,292 - $57,991•Onsite

About The Position

The Operations Specialist/Administrative Assistant – Estate Planning at Mercer Advisors and provides daily, ongoing operational and administrative support for the Estate Planning Group within Wealth Solutions. This includes tasks related to client onboarding and scheduling of meetings, as well as processing outgoing and incoming estate plans (i.e. assembling and scanning estate plan binders, preparing tracking slips, etc.). This role may also perform a wide range of support activities to facilitate clients through the estate planning process. Excellent attention to detail and strong written communication skills are a must.

Requirements

High school diploma required; bachelor’s degree preferred
Outstanding work ethic with a self-starter attitude
Ability to meet deadlines and perform under pressure, by prioritizing and multi-tasking in a busy environment
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
Eager to become an expert in the position

Responsibilities

Coordinating referrals to the estate planning group from internal advisors.
Assisting with managing client intake process for estate planning team including creation of folders, inputting initial data into CRM and ensuring all data is accurate and complete.
Coordinating scheduling of initial client estate planning meetings.
Shipping, scanning, and assembling estate plans and other related documents.
Preparing materials for client meetings.
Training of new staff, including preparing training resources, training on systems and processes, as well as ongoing support for any questions related to day-to-day systems and processes.
Assisting with ad hoc projects.
Other duties as needed.

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
Pet Insurance