Manager, Legal Assistant (Estate Planning Service) - West Coast

The role

The Manager, Legal Assistant supports estate planning strategists and service specialists. This person manages a team of service specialists to ensure performance meets key metrics and follows best practices.

What you will do

• Overseeing, supporting, and managing the team of service specialist
• Managing service specialists through day-to-day tasks, training, coaching, and mentoring
• Developing and building internal resources for the Estate Planning group
• Handling time off and time keeping responsibilities for the team
• Recruiting, training, and onboarding new service specialists
• Leading regular service specialist meetings
• Drafting correspondence to wealth management teams and clients
• Supporting an estate planning strategist by acting as a primary point of contact
• Managing correspondence, calendar, and scheduling for a strategist
• Maintaining client files and estate planning documents

Required qualifications

• High school diploma or equivalent
• Experience managing a team of individual contributors
• Outstanding work ethic with ability to perform under pressure and meet deadlines
• 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

• 5 years 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

• Not accepting unsolicited resumes from agencies and/or search firms
• Participates in E-Verify

About the company

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