Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)

Mercer Advisors

26d•$29 - $34

About The Position

The Estate Planning Service Specialist works on Mercer Advisors’ Estate Planning team, supporting estate planning strategists and clients throughout the estate planning process. The role calls for an organized, resourceful, proactive, and efficient professional who can contribute to a fast-paced legal team, manage time-sensitive work, and communicate professionally in writing and verbally. Candidates living in the Pacific Time Zone are currently prioritized. The position requires availability during standard business hours, Monday through Friday from 8:00 a.m. to 5:00 p.m. Early or late hours may occasionally be needed to meet business tasks and internal or external client deadlines. Non-exempt employees must record working time daily at the start and end of each workday, with a 30-minute unpaid lunch period. Work may take place in a professional office or a dedicated home office workspace free of interruptions. Basic technology needs will be provided. The role involves routinely sitting and standing and does not require lifting more than 10 pounds. The base pay range is $29–$34 USD, with actual pay depending on factors such as location, experience, education, skills, and licenses or certifications. The role is also eligible for incentive compensation.

Requirements

High school diploma or equivalent.
Outstanding work ethic and 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.
Ability to maintain confidentiality in all matters.
Positive, can-do attitude and enjoyment of working as part of a team.
Ability to prioritize and multitask in a busy environment.
Availability during standard business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m.; occasional early or late hours may be required.

Nice To Haves

Some experience in a legal setting, such as a law firm or in-house legal department, is preferred.
Residence in the Pacific Time Zone is currently prioritized.

Responsibilities

Draft correspondence for wealth management teams and clients.
Follow best practices for interactions with groups, clients, and advisors.
Perform general administrative tasks and other duties as needed.
Support an estate planning strategist throughout the estate planning process, including serving as a primary client contact, managing client correspondence, managing the strategist’s calendar, scheduling meetings, and answering phones.
Help maintain estate planning documents and reviews, liaising with estate planning specialists, wealth management teams, and clients.
Maintain client files, including preparing and finalizing meeting notes.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay plan.
Kaiser medical plans available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account for child and dependent care.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family medical leave.
Paid parental leave of eight weeks.
Maternity benefits through company-paid short-term disability, any supplemental short-term disability, and eight weeks of parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) retirement plan with Traditional and Roth options, a per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.