Paralegal (Estate Planning Specialist I)

Mercer Advisors • Washington, OR

1d

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 work. The position requires strong attention to detail and written and verbal communication skills. Responsibilities include preparing and reviewing estate-planning funding documents, managing related workflows, assisting with entity formation, summarizing existing estate plans, and supporting the preparation of estate-planning documents and data entry into legal document software.

The role is scheduled 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 client needs. Work may take place in a professional office or a dedicated home office workspace free of interruptions; basic technology will be provided. The job involves routinely sitting and standing, with no heavy lifting over 10 pounds. The base pay range is $32–$37 USD, with eligibility for incentive compensation.

Requirements

• Paralegal Certificate.
• Knowledge of WealthDocs.
• Proactive follow-up and follow-through.
• Strong organization, time management, proofreading, and word processing skills.
• Ability to adapt and maintain confidentiality.
• Positive, can-do attitude and ability to work well as part of a large team.
• Ability to prioritize and multitask in a dynamic environment.
• Availability during standard business hours, Monday through Friday, 8 a.m. to 5 p.m.; occasional early or late hours may be required.

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 related tasks.
• Assist in creating entities, including preparing formation documents and filings.
• Prepare summaries of existing estate plans.
• Support the creation of estate-planning documents, including trusts, wills, powers of attorney, and healthcare directives, and 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 plans are 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.
• 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 (8 weeks).
• Maternity benefits, including company-paid short-term disability, any supplemental short-term disability, and parental leave.
• Adoption assistance reimbursement program.
• Company-paid concierge services for caregiving and other needs.
• 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.

What This Job Offers

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