Why Build Your Career with Mercer Advisors
For over four decades, Mercer Advisors has partnered with families across the United States to enhance and streamline their financial journeys. Our holistic approach integrates financial planning, investment management, tax strategy, estate planning, insurance solutions, and more — all managed by a single, coordinated team. Serving more than 31,300 families in over 90 U.S. cities, Mercer Advisors is ranked the #1 Registered Investment Advisor (RIA) firm in the nation by Barron’s. As an independent fiduciary, we are legally bound to act in the best interests of our clients at all times. Our culture values diversity, with women making up half of our employee base and client-facing team. Without a centralized headquarters, we embrace flexible work arrangements, allowing us to attract top professionals nationwide. By joining our team, you’ll be making a tangible difference in the financial well-being of families across the country.
About the Estate Planning Service Specialist Role
The Estate Planning Service Specialist plays a key role within Mercer Advisors’ Estate Planning team, working closely with estate planning strategists to guide clients through every stage of the estate planning process. This role requires precision, organization, and a proactive mindset, as it involves managing sensitive legal matters and high-value client relationships. From drafting correspondence to coordinating with wealth management teams and clients, the Estate Planning Service Specialist ensures that each client’s estate planning needs are met efficiently. Success in this position requires strong communication skills, exceptional attention to detail, and the ability to manage time-sensitive projects in a fast-paced, collaborative legal environment.
Core Responsibilities
As an Estate Planning Service Specialist, you will handle a variety of essential tasks that ensure smooth client experiences and effective team support. Responsibilities include drafting correspondence for clients and wealth management teams, maintaining best practices for communication, managing calendars for estate planning strategists, scheduling meetings, and serving as the primary client contact throughout the process. You will also maintain and organize client files, track estate planning reviews, and liaise with specialists to ensure all documents are up to date. The role calls for a balance of administrative excellence and client care, ensuring every interaction is handled with professionalism and confidentiality.
Skills and Qualifications Needed
This position requires at least a high school diploma or equivalent, with prior experience in a legal setting preferred. Candidates should possess a strong work ethic, the ability to multitask, and a self-motivated attitude to handle multiple deadlines effectively. Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat is essential. A “can-do” approach, coupled with outstanding communication and organizational skills, will help you excel in this role. Confidentiality is critical, as you will be working with sensitive client information. The ideal candidate thrives in a collaborative environment, enjoys problem-solving, and consistently delivers high-quality results.
Work Schedule and Environment
The role follows standard business hours, Monday through Friday, from 8:00 AM to 5:00 PM. However, there may be occasions that require earlier starts or later finishes to meet urgent deadlines. This position can be performed either from a professional office setting or a dedicated, distraction-free home office. All necessary technology will be provided by Mercer Advisors to meet position requirements. The role involves regular periods of sitting and standing but does not require heavy lifting beyond 10 pounds. As a non-exempt position, accurate daily timekeeping is mandatory, including recording start and end times and a 30-minute unpaid lunch.
Comprehensive Employee Benefits
Mercer Advisors offers a robust benefits package designed to support the health, well-being, and financial security of our employees and their families. Benefits include company-paid life and disability insurance, a range of supplemental insurance options, multiple medical plan choices (including High Deductible and Traditional Co-Pay options), and a Health Savings Account with company contributions. Employees also enjoy two dental plan options, vision coverage, dependent care savings accounts, and generous paid time off, including 14 company-paid holidays and a full week at Thanksgiving. Additional benefits include parental leave, maternity support, adoption assistance, employee assistance programs, 401(k) plans with matching contributions, and even pet insurance. These offerings reflect our commitment to supporting our employees in every aspect of their lives.
Our Commitment to Equal Opportunity
At Mercer Advisors, we are committed to fostering a workplace that embraces diversity, equity, and inclusion. We provide equal employment opportunities without discrimination based on age, race, gender, sexual orientation, religion, national origin, disability, marital status, or any other protected category under applicable laws. This commitment extends to all employment practices, from hiring and promotion to training, benefits, and compensation. By maintaining a fair and respectful environment, we empower our employees to thrive personally and professionally while upholding our reputation as a trusted, client-focused organization.
