Administrative Assistant (Estate Planning Operations Specialist)

Mercer Advisors is a leading independent fiduciary firm dedicated to helping families manage their financial lives. The Estate Planning Operations Specialist provides essential administrative support for the Estate Planning group, including processing estate plans, coordinating client meetings, and managing client intake processes.

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

Skills

• 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

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD 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

Company Overview