Paralegal (Estate Planning Specialist)

Mercer Advisors

9h • $32 - $37 • Hybrid

About The Position

The Estate Planning Specialist I works in a team-centric environment to support the Estate Planning Specialists and other team members with fast-paced, document-intensive tasks. This role requires excellent attention to detail and strong written and verbal communication skills.

Requirements

• Paralegal Certificate required
• Knowledge of WealthDocs required
• Focused on proactive follow-up and follow-through
• Excellent organization, time management, proofreading, and word processing skills
• Adaptable and able to maintain confidentially with all matters
• Have a “can do” positive attitude while working well as part of a large team
• Ability to prioritize and multi-task in a dynamic environment

Responsibilities

• Reviewing and preparing deeds, assignments, and other funding documents
• Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
• Managing workflows and processes related to funding, and related tasks
• Assisting in the creation of entities, including preparation of formation documents and filings
• Preparing summaries of existing estate plans
• Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and entering data into legal document software
• Other duties, as assigned

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed