- Страна
- США
- Зарплата
- 57 800 $ – 68 000 $
Откликайтесь
на вакансии с ИИ
Sr. Legal Assistant (Sr. Estate Planning Service Specialist)
Оценка ИИОтличная вакансия в компании №1 в рейтинге RIA с прозрачной оплатой и расширенным пакетом льгот. Удаленный формат работы и сильная корпоративная культура делают это предложение очень привлекательным.
Сложность вакансии
Оценка ИИРоль требует высокой организованности и опыта работы в юридической сфере (2-5 лет), но не предполагает наличия адвокатского статуса. Основная сложность заключается в многозадачности и необходимости безупречной коммуникации с клиентами.
Анализ зарплаты
Оценка ИИПредложенная зарплата ($57,800 – $68,000) полностью соответствует рыночным ожиданиям для опытного ассистента по планированию наследства в США. Верхняя граница диапазона даже немного превышает медиану для специалистов среднего звена в этой области.
Сопроводительное письмо
I am writing to express my interest in the Senior Estate Planning Service Specialist I position at Mercer Advisors. With over four years of experience in legal support and a strong background in estate planning administration, I am confident in my ability to provide high-level support to your strategists and wealth management teams. My expertise in drafting complex correspondence, managing client communications, and maintaining meticulous records aligns perfectly with the requirements of this role.
Throughout my career, I have developed a reputation for being a proactive problem-solver who thrives in fast-paced environments. I am particularly drawn to Mercer Advisors because of your commitment to a fiduciary standard and your inclusive team culture. I am eager to bring my organizational skills and 'can-do' attitude to a firm that consistently ranks as a top RIA in the nation, ensuring that your clients receive the exceptional service they expect.
Составьте идеальное письмо к вакансии с ИИ-агентом
Откликнитесь в merceradvisors уже сейчас
Присоединяйтесь к лидеру рынка RIA и помогите тысячам семей обрести финансовое спокойствие!
Описание вакансии
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.\*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
\* 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.
| Job Summary: |
| The Senior Estate Planning Service Specialist I works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process. The Senior Estate Planning Service Specialist I 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: |
| Draft various correspondence to wealth management teams and clients Follow best practices for group, client, and advisor interaction Support EP Strategist through serving as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones Act as a liaison with estate planning specialists, wealth management teams, and clients Maintain client files, including preparing and finalizing notes for meetings Mentor and train service specialists, as needed * Other duties, as assigned |
| Knowledge, Skills, and Abilities: |
| High school diploma or equivalent. 2-5 years of 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, 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. |
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
$57,800—$68,000 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
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. *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.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
Создайте идеальное резюме с помощью ИИ-агента
Навыки
- Estate Planning
- Legal Support
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Adobe Acrobat
- Client Relations
- Calendar Management
- Document Drafting
Возможные вопросы на собеседовании
Проверка опыта работы с документацией в юридической среде.
Расскажите о вашем опыте подготовки и оформления документов для планирования наследства (estate planning).
Оценка навыков приоритизации в условиях высокой нагрузки.
Как вы справляетесь с ситуацией, когда у вас есть несколько срочных задач от разных стратегов одновременно?
Проверка клиентоориентированности и коммуникативных навыков.
Опишите случай, когда вам пришлось взаимодействовать со сложным клиентом. Как вы обеспечили положительный результат?
Оценка технических навыков.
Насколько уверенно вы владеете MS Excel и Adobe Acrobat для подготовки отчетов и юридических файлов?
Проверка готовности к наставничеству.
В описании вакансии указано менторство младших специалистов. Был ли у вас опыт обучения коллег?
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- Страна
- США
- Зарплата
- 57 800 $ – 68 000 $