Paralegal (Estate Planning Specialist I)

Mercer Advisors•Washington, DC

2d•$32 - $37

About The Position

The Paralegal (Estate Planning Specialist I) works in a team-centric environment supporting Attorneys (Estate Planning Strategists) and other team members with fast-paced, document-intensive tasks. The role requires excellent attention to detail and strong written and verbal communication skills. Responsibilities include reviewing and preparing deeds, assignments, and other funding documents; coordinating with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate; managing workflows and processes related to funding; assisting with entity creation and related formation documents and filings; preparing summaries of existing estate plans; supporting the creation of estate planning documents such as trusts, wills, powers of attorney, and healthcare directives; and entering information into legal document software. The position requires availability during standard business hours, Monday through Friday, 8 a.m. to 5 p.m. Early or late hours may occasionally be needed to meet business tasks and deadlines for internal and external client needs. The role may be performed in a professional office environment or a dedicated, interruption-free home office workspace. Basic technology needs will be provided. Work routinely involves sitting and standing for periods of time, with no heavy lifting over 10 pounds.

Requirements

Paralegal Certificate required.
Knowledge of WealthDocs required.
Proactive follow-up and follow-through.
Excellent organization, time management, proofreading, and word processing skills.
Ability to adapt and maintain confidentiality in all matters.
Positive, can-do attitude and ability to work well as part of a large team.
Ability to prioritize and multitask in a dynamic environment.

Responsibilities

Review and prepare deeds, assignments, and other funding documents.
Work with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate.
Manage workflows and processes related to funding and associated tasks.
Assist in creating entities, including preparing formation documents and filings.
Prepare summaries of existing estate plans.
Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives.
Enter data into legal document software.
Perform other duties as assigned.

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 HDHP medical 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 program for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid parental leave (8 weeks).
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption Assistance Reimbursement Program.
Company-paid concierge services for employees and loved ones.
401(k) Retirement Plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Eligible for incentive compensation through a Mercer Advisors incentive compensation program.