Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)

The role

The Estate Planning Service Specialist supports estate planning strategists and clients throughout the estate planning process. This role involves administrative tasks, client correspondence, and maintaining estate planning documents.

What you will do

• Drafting various correspondence to wealth management teams and clients
• Following best practices for group, client, and advisor interaction
• General administrative tasks and other duties
• Acting as a primary point of contact for clients
• Managing correspondence with clients
• Administering calendar management for a strategist
• Scheduling meetings and answering phones
• Supporting maintaining estate planning documents and reviews
• Maintaining client files and preparing and finalizing notes for meetings

Required qualifications

• High school diploma or equivalent
• 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
• Able to maintain confidentiality with all matters
• Ability to prioritize and multi-task in a busy environment
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs

Nice to have

• Some experience in a legal setting, law firm or in-house

Benefits

• 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 plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

Before you apply

• Prioritizing candidates who live in Pacific Time Zone
• Initial application deadline is 11/15/2026

About the company

Mercer Advisors has been helping families integrate financial planning, investment management, business management, tax, estate, insurance, and more for more than 40 years. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.