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Estate Planning Operations Assistant & Coordinator

Job in Denver, Lincoln County, North Carolina, 28037, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-02-15
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration, Data Entry, Virtual Assistant/ Remote Admin
  • Business
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 49292 - 57990 USD Yearly USD 49292.00 57990.00 YEAR
Job Description & How to Apply Below
A financial services firm in North Carolina is seeking an Operations Specialist/Administrative Assistant for its Estate Planning Group. This role involves providing operational and administrative support, such as client onboarding, scheduling, and processing estate plans. Candidates should possess excellent communication and organizational skills, a self-starter attitude, and proficiency in MS Office tools. The position offers a professional office environment and competitive compensation, with a pay range of $49,292 to $57,990 annually.
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