<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><table> <tbody> <tr> <td width="623"> <p><strong>Job Summary:</strong></p> </td> </tr> <tr> <td width="623"> <p>The Paralegal (Estate Planning Specialist I) works in a team-centric environment to support the Attorneys (Estate Planning Strategists) and other team members with fast-paced, document-intensive tasks. This role requires excellent attention to detail and strong written and verbal communication skills.</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"> <ul> <li>Reviewing and preparing deeds, assignments, and other funding documents</li> <li>Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate</li> <li>Managing workflows and processes related to funding, and related tasks</li> <li>Assisting in the creation of entities, including preparation of formation documents and filings</li> <li>Preparing summaries of existing estate plans</li> <li>Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and entering data into legal document software</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>Paralegal Certificate required</li> <li>Knowledge of WealthDocs required</li> <li>Focused on proactive follow-up and follow-through</li> <li>Excellent organization, time management, proofreading, and word processing skills</li> <li>Adaptable and able to maintain confidentially with all matters</li> <li>Have a “can do” positive attitude while working well as part of a large team</li> <li>Ability to prioritize and multi-task in a dynamic environment</li> </ul> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Work Schedule:</strong></p> </td> </tr> <tr> <td width="623"> <p>This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. </p> <p>All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.</p> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Working Conditions:</strong></p> </td> </tr> <tr> <td width="623"> <p>This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.</p> </td> </tr> </tbody> </table> <p><span data-teams="true"><strong>Application Deadline</strong>: The initial deadline for applications is 11/30/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interest