Estate Planning Service Coordinator

Job Summary

Estate Planning Service Coordinator works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists, Estate Planning Service Specialists, and clients throughout the estate planning process. The role requires strong organization, attention to detail, and professional verbal and written communication skills.

• Drafting various correspondence to wealth management teams and clients
• Following best practices for group, client, and advisor interaction
• Liaising with other groups and wealth management teams to ensure an exceptional client‑advisor experience
• Building out and updating training materials and providing training to Estate Planning Service Specialists
• General administrative tasks and other duties as needed
• Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion
• Maintaining client files and updating case management systems
• Acting as a liaison with estate planning specialists, wealth management teams, and clients

• High school diploma or equivalent
• Some experience in a legal setting, law firm or in‑house is preferred
• Outstanding work ethic with a self‑starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
• Outstanding communication and organizational skills
• Proficiency with MS Word, Excel, Adobe, and Outlook
• Ability to maintain confidentiality with all matters
• Positive, can‑do attitude and enjoyment of teamwork
• Ability to prioritize and multi‑task in a busy environment

This professional role requires availability during standard business hours, Monday through Friday from 8:00 AM to 5:00 PM. At times, the role may require early or late hours to meet business tasks and deadlines for external and internal client needs.

The position may be performed in a professional office environment or a dedicated home office workspace that is free of interruptions. The workplace will provide basic technology needs. The role involves routine sitting and standing for periods of time and does not require heavy lifting over 10 lbs.

$25,000 – $30,000 per year.

• 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 offerings 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 if enrolled in a HDHP plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company‑Paid Holidays including 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 (8 weeks)
• Maternity benefits including company‑paid STD, supplemental STD, and 8‑week Parental Leave
• Adoption Assistance Reimbursement Program
• Company‑Paid Concierge Services for aging parents, young children, and life’s challenges
• 401(k) Retirement Plan with Traditional, Roth, and after‑tax options and per‑pay‑period match
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements. For accommodation requests during the application or hiring process, please email

For information regarding applicant rights, required employment notices, E‑Verify participation, and state‑specific disclosures, please review the Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy.