Administrative Assistant - Estate Planning

$44,000 - $52,000/Yr

Mercer Global Advisors - Denver, CO

Full-time - Entry Level

Denver, CO

Professional, Scientific, and Technical Services

About the position

The Administrative Assistant for Estate Planning at Mercer Advisors provides essential administrative support to the Estate Planning Group. This role involves processing estate plans, coordinating client meetings, and managing client intake processes, all while ensuring accuracy and confidentiality. The position requires strong organizational skills and attention to detail, contributing to the overall efficiency of the estate planning process.

Responsibilities

• Shipping, scanning, and assembling estate plans and related documents.
• Preparing materials for client meetings.
• Coordinating referrals to the Estate Planning Group from internal advisors.
• Assisting with managing the client intake process for the Estate Planning team, including creating folders and inputting initial data into CRM.
• Coordinating scheduling of initial client estate planning meetings.
• Assisting with ad hoc projects as needed.
• Performing general administrative tasks.

Requirements

• High school diploma required; bachelor's degree preferred.
• Outstanding work ethic and self-starter attitude.
• Ability to meet deadlines and perform under pressure by prioritizing and multi-tasking.
• Outstanding communication and organizational skills.
• Proficiency with MS Word, Excel, Adobe, and Outlook.
• Ability to maintain confidentiality with all matters.
• Positive attitude and team-oriented mindset.

Nice-to-haves

• Experience in estate planning or legal administrative support.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays
• Generous paid time off program
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services
• 401(k) Retirement Plan with matching contributions
• Pet Insurance