Estate Planning Service Coordinator

Benefits

Additional Information

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * 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: 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 Specialist (Back Office) 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, 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. Application Deadline : The initial deadline for applications is 6/19/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. #LI-Onsite Actual base pay within this range will be based on a variety of fact

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at merceradvisors? Share your experience