Manager, Legal Assistant (Estate Planning Service)
New
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Mercer AdvisorsEstate planning
Remote, USAFull-TimeManager
SalaryBase Pay Range $70,000 — $85,000 USD. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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Job Details
- Experience
- 5 years experience in a legal setting, law firm or in-house, preferred
- Required Skills
- Microsoft ExcelTeam management
Requirements
- High school diploma or equivalent.
- Five years of experience in a legal setting, law firm, or in-house is preferred.
- Experience managing a team of individual contributors.
- Proficiency with MS Word, Excel, Adobe, and Outlook.
- Availability during standard business hours, Monday through Friday, 8 AM to 5 PM; early or late hours may occasionally be required.
- Ability to prioritize and manage multiple tasks in a busy environment and meet deadlines.
- Strong communication and organizational skills.
- Ability to maintain confidentiality.
- For non-exempt roles, record work time daily at the start and end of each workday, with a 30-minute unpaid lunch period.
Responsibilities
- Oversee and support service specialists to ensure they meet key metrics and follow interaction best practices.
- Manage day-to-day work, training, time management, coaching, and mentoring for assigned service specialists.
- Develop internal resources for the Estate Planning group.
- Handle team time-off and timekeeping responsibilities, and recruit, train, and onboard new service specialists.
- Lead regular service specialist meetings.
- Draft correspondence for wealth management teams and clients.
- Support estate planning strategists by serving as a primary client contact, managing correspondence, calendars, meetings, and phone calls.
- Help maintain estate planning documents and reviews in coordination with estate planning specialists, wealth management teams, and clients.
- Maintain client files and prepare and finalize meeting notes.
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