Legal Assistant (Estate Planning Service Specialist)
Support estate planning strategists and clients to manage correspondence, scheduling, and document administration.
Remote • United States
- Full Time
- $29,000 – $34,000
See where Mercer Advisors is hiring most heavily right now, which role groups stand out, and which openings were added most recently.
Open roles
41
Live openings on Kibo
Top role group
Other
19 matching jobs
Coverage
3 groups
Fresh hiring snapshot for Mercer Advisors
The strongest hiring clusters right now, based on the company's current live openings.
19 open roles in this group.
Associate Wealth Advisor
Remote • United States
Manager, Client Service (Morristown, NJ)
Morristown, NJ 07960, USA
Tax Associate
Remote • United States
Wealth Advisor
Remote • United States
Regional Vice President - Community (San Diego, CA)
Remote • United States
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Support estate planning strategists and clients to manage correspondence, scheduling, and document administration.
Advises high net worth clients, supports regional business development, and delivers comprehensive financial planning solutions.
Administrative support responsibilities including processing estate plans, preparing materials, coordinating referrals, and data entry in CRM.
Leads client-service operations, oversees team development, and ensures exceptional in-office client service delivery.
Prepare tax returns, projections, and analysis for high-net-worth clients; strong client service in individual and entity tax.