Estate Planning Service Coordinator

Job Summary

Estate Planning Service Coordinator works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists, Estate Planning Service Specialists, and clients throughout the estate planning process. The Estate Planning Service Coordinator must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects.

Essential Job Functions for this role include:

• Drafting various correspondence to wealth management teams and clients
• Following best practices for group, client, and advisor interaction
• Liaising with other groups and wealth management teams to ensure an exceptional client-advisor experience
• Building out and updating training materials and providing training to Estate Planning Service Specialists
• General administrative tasks and other duties, as needed
• In this role, the Service Specialist will also work in conjunction with Advanced Services Law Group, Inc. (ASLG), a boutique estate planning firm that supports clients of Mercer Advisors. In this role, the Service Specialist will perform the following tasks:
• Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion
• Maintaining client files and updating case management systems
• Supporting as a liaison with estate planning specialists, wealth management teams, and clients

Knowledge, Skills, and Abilities:

• High school diploma or equivalent
• Some experience in a legal setting, law firm or in-house, preferred
• Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, pr