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

Mercer Advisors•Denver, CO

1d•$49,292 - $57,991

About The Position

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients. Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here . Job Summary: 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