Administrative Assistant - Estate Planning

$44,000 - $52,000/Yr

Mercer Global Advisors

Full-time - Entry Level

Professional, Scientific, and Technical Services

About the position

The Administrative Assistant for the Estate Planning Group at Mercer Advisors plays a crucial role in providing ongoing administrative support. This position involves processing estate plans, preparing materials for client meetings, and managing client intake processes. The ideal candidate will possess strong attention to detail and excellent communication skills, 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.
• Eager to become an expert in the position.

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company Paid Holidays with 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 (6 weeks)
• Maternity benefits utilizing company paid STD and Parental Leave
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services
• 401(k) Retirement Plan with matching
• Pet Insurance