<div class="content-intro"><p> </p> <p><strong>Why Work at Mercer Advisors?</strong></p> <p>For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.</p> <p>Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*</p> <p>Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.</p> <p>Join us and help families amplify and simplify their financial lives with confidence.</p> <p><span style="font-size: 10pt;"><em>* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology <a href="https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&">here</a>.</em></span></p></div><p> </p> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Job Summary:</strong></p> </td> </tr> <tr> <td width="623"> <p>The Manager, Legal Assistant (Estate Planning Service) works in a team-centric environment to support the assistants, and other Estate Planning group staff, with high volume client interaction. The Manager, Legal Assistant (Estate Planning Service) is responsible for supporting estate planning strategists and Service Specialists with ushering clients through the estate planning process. The Manager must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as excellent verbal and written communications skills, are a must. The Manager should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects.</p> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Essential Job Functions for this role include:</strong></p> </td> </tr> <tr> <td width="623"> <p>Management:</p> <ul> <li>Overseeing, supporting, and managing the team of service specialist to ensure they are performing pursuant to key metrics; as well as following best practices for group, client, and advisor interaction</li> <li>Managing service specialists, as assigned, through overseeing day-to-day tasks, training, assisting with time management, coaching, and mentoring</li> <li>Developing and building internal resources to assist Estate Planning group with their tasks</li> <li>Handling all time off and time keeping responsibilities for team of service specialists</li> <li>Recruiting, training, and onboarding new service specialists</li> <li>Leading regular service specialist meetings</li> </ul> <p>Client and Advisor Services:</p> <ul> <li>Drafting various correspondence to wealth management teams and clients.</li> <li> Following best practices for group, client, and advisor interaction.</li> <li>General administrative tasks and other duties, as needed.</li> <li>Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones.</li> <li>Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients.</li> <li>Maintaining client files, including preparing and finalizing notes for meetings.</li> <li>Other duties, as assigned.</li> </ul> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Knowledge, Skills, and Abilities:</strong></p> </td> </tr> <tr> <td width="623"> <ul> <li>High school diploma or equivalent</li> <li>5 years experience in a legal setting, law firm or in-house, preferred</li> <li>Experience managing a team of individual contributors</li> <li>Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time.</li> <li>Outstanding communication and organizational skills</li> <li>Proficiency with MS Word, Excel, Adobe and Outlook</li> <li>Able to maintain confidentiality with all matters</li> <li>Have a “can-do” positive attitude and enjoy being part of a team</li> <li>Ability to prioritize and multi-task in a busy environment</li> </ul> </td> </tr> </tbody> </table&g