Estate Planning Operations Specialist

Mercer Advisors•Denver, CO

6h•Hybrid

About The Position

The Estate Planning Operations Specialist provides daily, ongoing administrative support for the Estate Planning group. The Estate Planning Operations Specialist is responsible for processing outgoing and incoming estate plans. This role may also perform a wide range of support activities to facilitate clients through the estate planning process. This role requires excellent attention to detail and strong written communication skills.

Requirements

High school diploma or equivalent
Outstanding work ethic and a self-starter
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
Ability to prioritize and multi-task in a busy environment
Eager to become an expert in the position

Responsibilities

Shipping, scanning, and assembling estate plans and other related documents
Preparing materials for client meetings
Coordinating referrals to the Estate Planning group from wealth management teams
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
Assisting with ad hoc projects
Performing general administrative tasks, as needed
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 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