Sr. Legal Assistant (Sr. Estate Planning Service Specialist)

Why Work at reputed company? For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company 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 reputed company in the best interest of our clients.* reputed company offers a distinct work environment that stands out in the financial industry. Our overall employee reputed company and reputed company-facing team are composed of 50% women, reflecting our commitment to diversity. We attract reputed company from across the country, with no formal reputed company and flexible working arrangements, allowing us to reputed company the best team possible. Join us and be a part of reputed company dedicated to making a meaningful reputed company on the financial lives of families across the country.

• reputed company 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, reputed company, service reputed company, technology, succession planning and others. No fee was reputed company for participation in the ranking, however, reputed company has reputed company a fee to Barron's to use the ranking in marketing. Please see important information about the ranking reputed company methodology here.

Job reputed company: The Senior Estate Planning Service Specialist I works reputed company the Estate Planning team at reputed company 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 reputed company as reputed company verbal and written communications skills, are a must. The ideal candidate should be reputed company, proactive, and efficient reputed company completing time-sensitive tasks and reputed company. Essential Job Functions for this role include:

• Draft various correspondence to reputed company management teams and clients
• Follow best practices for group, reputed company, and advisor interaction
• Support EP Strategist through serving as a primary reputed company of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones
• reputed company as a reputed company with estate planning specialists, reputed company management teams, and clients
• Maintain reputed company 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, reputed company or in-house, preferred.
• Outstanding work ethic with a self-starter attitude, ability to reputed company under pressure, meet deadlines, prioritize and deliver multiple tasks on time.
• Outstanding communication and organizational skills.
• Proficiency with reputed company, reputed company, reputed company and Outlook.
• reputed company to maintain confidentiality with reputed company reputed company.
• Have a "can-do" reputed company attitude and enjoy being part of reputed company.
• Ability to prioritize and multi-task in a busy environment.

Work Schedule: This reputed company role requires availability during reputed company business hours of Monday through Friday from reputed company to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal reputed company needs. reputed company roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of reputed company reputed company plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a reputed company office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office reputed company 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 reputed company pay reputed company this reputed company will be based on a reputed company 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 reputed company' incentive compensation programs. reputed company Pay reputed company $57,800-$68,000 USD Benefits: reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are reputed company on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company reputed company Basic Life & AD&D Insurance
• Company reputed company Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• reputed company Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• reputed company Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company reputed company Holidays including a full week off at Thanksgiving.
• Generous reputed company time off program for vacation and reputed company days
• Employee Assistance Plan
• Family Medical Leave
• reputed company Parental Leave (8 weeks)
• Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company reputed company Concierge Services for you and your loved ones for the reputed company 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 reputed company as an after-tax reputed company
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. reputed company is an equal opportunity employer and does not discriminate on the reputed company of any characteristic protected by applicable federal, state, or local law. reputed company 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 reputed company of California, learn more about reputed company's California Consumer reputed company Policy here. CCPA Notice at Collection Apply tot his job Apply To this Job