Legal Assistant – Estate Planning Service Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Composing various communications for wealth management teams and clients

• Adhering to best practices for interactions among groups, clients, and advisors

• Performing general administrative duties and additional tasks as required

• Assisting an estate planning strategist throughout the estate planning procedure; including serving as the primary point of contact for clients, managing client correspondence, overseeing calendar management for the strategist, scheduling meetings, and handling phone inquiries

• Aiding in the maintenance of estate planning documents and conducting estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients

• Organizing client files, which includes preparing and finalizing notes for meetings

⛳️ Requirements

• High school diploma or equivalent qualification

• Prior experience in a legal environment, such as a law firm or in-house setting, is preferred

• Exceptional work ethic with a self-motivated approach, capable of thriving under pressure, meeting deadlines, prioritizing tasks, and delivering multiple assignments on time

• Excellent communication and organizational abilities

• Proficient in MS Word, Excel, Adobe, and Outlook

• Capable of maintaining confidentiality in all matters

• Possess a positive, “can-do” attitude and enjoy contributing as part of a team

• Ability to prioritize and manage multiple tasks in a fast-paced environment

🏝️ 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 plan options, 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 for those enrolled in either HDHP medical plan

• Two comprehensive Dental Plans

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care expenses

• 14 Company Paid Holidays, including a full week off during Thanksgiving

• Generous paid time off program for vacations and sick days

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave (8 weeks)

• Maternity benefits that utilize company-paid STD, any supplemental STD, and Parental Leave (8 weeks) to allow for recovery, baby bonding, and family time

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones for a range of caring needs for aging parents, young children, and life's challenges

• 401(k) Retirement Plan with both Traditional and Roth options, including a per pay period match and an after-tax choice

• Pet Insurance

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing