Administrative Assistant; Estate Planning Operations Specialist

Overview

Mercer Advisors offers a distinct work environment that stands out in the financial industry. The Operations Specialist/Administrative Assistant – Estate Planning at Mercer Advisors provides daily, ongoing operational and administrative support for the Estate Planning Group within Wealth Solutions. This includes tasks related to client onboarding and scheduling of meetings, as well as processing outgoing and incoming estate plans (i.e., assembling and scanning estate plan binders, preparing tracking slips, etc.).

This role may also perform a wide range of support activities to facilitate clients through the estate planning process. Excellent attention to detail and strong written communication skills are required.

• Coordinating referrals to the estate planning group from internal advisors.
• Assisting with managing client intake process for the 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.
• Shipping, scanning, and assembling estate plans and other related documents.
• Preparing materials for client meetings.
• Training of new staff, including preparing training resources, training on systems and processes, as well as ongoing support for any questions related to day-to-day systems and processes.
• Assisting with ad hoc projects.
• Other duties as needed.

• High school diploma required; bachelor’s degree preferred.
• Outstanding work ethic with a self-starter attitude.
• 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.
• Eager to become an expert in the position.

Work Schedule:

Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting. Will be assigned to a workstation with no heavy lifting over 10 lbs.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$49,292.03 - $57,990.62 USD

• 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 medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws.

Merc…