Legal Assistant (Estate Planning Service Specialist)
New
M
Mercer AdvisorsFinancial Services
Remote, USA, Monday through Friday from 8AM to 5PMFull-TimeEntry
Salary$29 — $34 USD
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Job Details
- Required Skills
- Microsoft Excel
Requirements
- High school diploma or equivalent.
- Proficiency with MS Word, Excel, Adobe, and Outlook.
- Strong organizational and communication skills.
- Ability to prioritize and multi-task in a busy environment.
- Outstanding work ethic with a self-starter attitude.
- Ability to maintain confidentiality.
- Ability to perform under pressure and meet deadlines.
- Some experience in a legal setting, law firm, or in-house preferred.
Responsibilities
- Draft correspondence for wealth management teams and clients.
- Support an estate planning strategist with calendar management and meeting scheduling.
- Serve as a primary point of contact for clients throughout the estate planning process.
- Maintain client files and finalize notes for meetings.
- Liaise with estate planning specialists and wealth management teams to manage estate planning documentation and reviews.
- Perform general administrative tasks and other duties as needed.
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