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

Job description

**Why Work at Mercer Advisors?** 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. 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.\* 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. Join us and help families amplify and simplify their financial lives with confidence. *\* 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 [here](https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&).* | | | --- | | **Job Summary:** | | 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. | | | | --- | | **Essential Job Functions for this role include:** | | Management: - 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 - Managing service specialists, as assigned, through overseeing day-to-day tasks, training, assisting with time management, coaching, and mentoring - Developing and building internal resources to assist Estate Planning group with their tasks - Handling all time off and time keeping responsibilities for team of service specialists - Recruiting, training, and onboarding new service specialists - Leading regular service specialist meetings Client and Advisor Services: - Drafting various correspondence to wealth management teams and clients. - Following best practices for group, client, and advisor interaction. - General administrative tasks and other duties, as needed. - 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. - Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients. - Maintaining client files, including preparing and finalizing notes for meetings. - Other duties, as assigned. | | | | --- | | **Knowledge, Skills, and Abilities:** | | - High school diploma or equivalent - 5 years experience in a legal setting, law firm or in-house, preferred - Experience managing a team of individual contributors - Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time. - Outstanding communication and organizational skills - Proficiency with MS Word, Excel, Adobe and Outlook - Able to maintain confidentiality with all matters - Have a “can-do” positive attitude and enjoy being part of a team - Ability to prioritize and multi-task in a busy environment | | | | --- | | **Work Schedule:** | | 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. 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. | | | | --- | | **Working Conditions:** | | 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. **Application Deadline**: The initial deadline for applications is 10/31/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. | Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $70,000—$85,000 USD **Benefits:** Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: - 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 including two High Deductible Health Plans and a Traditional Co-Pay medical plan. - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including 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 (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing **We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.** *Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.* If you need an accommodation during the application or hiring process, please email [PeopleTeam@merceradvisors.com](mailto:PeopleTeam@merceradvisors.com). ***This inbox is for accommodation requests only.*** For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our **[Applicant Notices and Employment Rights](https://www.merceradvisors.com/applicant-notices-employment-rights/)**. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy [here](https://www.merceradvisors.com/ccpa/). [CCPA Notice at Collection](https://www.merceradvisors.com/notice-at-collection/) If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act [here](https://agportal-s3bucket.s3.us-west-2.amazonaws.com/Civil%20Rights%20Division/Fair%20Chance%20Act/FCA-Flyer_June%202026_English_Update.pdf?VersionId=mmfHLJ9an2.w58wsyA2a.Buxej.FZ06Y).