Manage a team of service specialists in a fast-paced legal environment.
Support estate planning strategists by facilitating client interactions and document management.
Ensure team performance aligns with key metrics and best practices.

Key Responsibilities:

Oversee day-to-day tasks, training, coaching, and mentoring of service specialists.
Draft correspondence, schedule meetings, and manage calendars for strategists.
Maintain client files, prepare meeting notes, and act as liaison with clients and advisors.

Qualifications:

High school diploma or equivalent; 5+ years legal experience preferred.
Proven experience managing a team of individual contributors.
Strong organizational, communication, and multitasking skills with MS Office proficiency.

Mercer Advisors

Mercer Advisors helps families simplify their financial lives through comprehensive planning, investment management, and estate services. Serving over 42,800 families across 110+ U.S. cities and ranked #1 RIA by Barron's, the firm fosters an inclusive culture with over half women employees.

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