Estate Planning Operations Specialist

Job Summary:

The Estate Planning Operations Specialist provides daily, ongoing administrative support for the Estate Planning group. The role is responsible for processing outgoing and incoming estate plans and may 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.

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

• Shipping, scanning, and assembling estate plans and other related documents
• Preparing materials for client meetings
• Coordinating referrals to the Estate Planning group from wealth management teams
• 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
• Assisting with ad hoc projects
• Performing general administrative tasks, as needed
• Other duties as needed

• High school diploma or equivalent
• Outstanding work ethic and a self‑starter
• 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

This professional role requires availability during standard business hours of Monday through Friday from 8:00 AM to 5:00 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All non‑exempt roles are required to record working time into the time‑keeping system daily at the start and end of each workday plus a 30‑minute unpaid lunch period.

The position may be in a professional office environment or a dedicated home office workspace free of interruptions. Whether in a dedicated office space or a home office, basic technology needs will be provided to satisfy position requirements. The job involves routine sitting and standing for periods of time. No heavy lifting over 10 lbs.

Mercer Advisors offers a competitive and robust benefit package focused on meeting the health and welfare needs of employees and eligible dependents. The following benefits are available:

• 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 either HDHP medical 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 Program
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for caring needs of aging parents, children, and life’s challenges
• 401(k) Retirement Plan with Traditional and Roth options, company match per pay period, and after‑tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies or search firms for this job posting.

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

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