Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading firm in financial planning and investment management, serving over 31,300 families across the U.S. The Estate Planning Specialist I will support team members with document-intensive tasks, ensuring accurate preparation and filing of estate planning documents.
Responsibilities
- Reviewing and preparing deeds, assignments, and other funding documents
- Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
- Managing workflows and processes related to funding, and related tasks
- Assisting in the creation of entities, including preparation of formation documents and filings
- Preparing summaries of existing estate plans
- Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and entering data into legal document software
- Other duties, as assigned
Skills
- Paralegal Certificate required
- Knowledge of WealthDocs required
- Focused on proactive follow-up and follow-through
- Excellent organization, time management, proofreading, and word processing skills
- Adaptable and able to maintain confidentiality with all matters
- Have a 'can do' positive attitude while working well as part of a large team
- Ability to prioritize and multi-task in a dynamic environment
Benefits
- 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
Company Overview
Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.