Why Work at Mercer Advisors
For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons we are an independent national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women reflecting our commitment to diversity. We attract top talent from across the country with no formal headquarters and flexible working arrangements allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons 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 Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
Job Summary: |
The Manager Estate Planning Service works in a team-centric environment to support the assistants and other Estate Planning group staff with high volume client interaction. The Manager Estate Planning Service is responsible for supporting estate planning strategists and Service Specialists with ushering clients through the estate planning process. The Manager must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail as well as excellent verbal and written communications skills are a must. The Manager should be resourceful proactive and efficient when completing time-sensitive tasks and projects. |
Essential Job Functions for this role include: |
Management: - Overseeing supporting and managing the team of service specialist to ensure they are performing pursuant to key metrics; as well as following best practices for group client and advisor interaction
- Managing service specialists as assigned through overseeing day-to-day tasks training assisting with time management coaching and mentoring
- Handling all time off and time keeping responsibilities for team of service specialists
- Recruiting training and onboarding new service specialists
- Leading regular service specialist meetings
Client and Advisor Services: - Drafting various correspondence to wealth management teams and clients.
- Following best practices for group client and advisor interaction.
- General administrative tasks and other duties as needed.
- Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients managing correspondence with clients administering calendar management for a strategist scheduling meetings and answering phones.
- Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists wealth management teams and clients.
- Maintaining client files including preparing and finalizing notes for meetings.
- Other duties as assigned.
|
Knowledge Skills and Abilities: |
- High school diploma or equivalent
- 5 years experience in a legal setting law firm or in-house preferred
- Experience managing a team of individual contributors
- 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. |
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (6 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 lifes challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age color disability gender marital status national origin race religion sexual orientation gender identity and expression physical or mental disability genetic predisposition or carrier status or any other characteristic protected by law in accordance with all applicable federal state and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations including recruitment hiring training and development promotion transfer demotion termination layoff compensation benefits and all other terms conditions and privileges of employment in accordance with applicable federal state and local laws.
If you need an accommodation seeking employment with Mercer Advisors please email Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.
Applicants have rights under federal employment laws:
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection
Required Experience:
Manager
Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...
Why Work at Mercer Advisors
For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons we are an independent national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women reflecting our commitment to diversity. We attract top talent from across the country with no formal headquarters and flexible working arrangements allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons 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 Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
Job Summary: |
The Manager Estate Planning Service works in a team-centric environment to support the assistants and other Estate Planning group staff with high volume client interaction. The Manager Estate Planning Service is responsible for supporting estate planning strategists and Service Specialists with ushering clients through the estate planning process. The Manager must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail as well as excellent verbal and written communications skills are a must. The Manager should be resourceful proactive and efficient when completing time-sensitive tasks and projects. |
Essential Job Functions for this role include: |
Management: - Overseeing supporting and managing the team of service specialist to ensure they are performing pursuant to key metrics; as well as following best practices for group client and advisor interaction
- Managing service specialists as assigned through overseeing day-to-day tasks training assisting with time management coaching and mentoring
- Handling all time off and time keeping responsibilities for team of service specialists
- Recruiting training and onboarding new service specialists
- Leading regular service specialist meetings
Client and Advisor Services: - Drafting various correspondence to wealth management teams and clients.
- Following best practices for group client and advisor interaction.
- General administrative tasks and other duties as needed.
- Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients managing correspondence with clients administering calendar management for a strategist scheduling meetings and answering phones.
- Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists wealth management teams and clients.
- Maintaining client files including preparing and finalizing notes for meetings.
- Other duties as assigned.
|
Knowledge Skills and Abilities: |
- High school diploma or equivalent
- 5 years experience in a legal setting law firm or in-house preferred
- Experience managing a team of individual contributors
- 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. |
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (6 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 lifes challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age color disability gender marital status national origin race religion sexual orientation gender identity and expression physical or mental disability genetic predisposition or carrier status or any other characteristic protected by law in accordance with all applicable federal state and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations including recruitment hiring training and development promotion transfer demotion termination layoff compensation benefits and all other terms conditions and privileges of employment in accordance with applicable federal state and local laws.
If you need an accommodation seeking employment with Mercer Advisors please email Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.
Applicants have rights under federal employment laws:
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection
Required Experience:
Manager
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Job Location:
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
