Manager, Legal Assistant – Estate Planning Service, West Coast

Job overview

Compensation is $0 per year. The Manager, Legal Assistant – Estate Planning Service, West Coast role is listed in Bend, OR; the posting allows work in a professional office or a dedicated home office workspace. in the listing facts. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, and related services. The manager supports estate planning strategists and service specialists by leading the service team and helping clients move through the estate planning process. The role combines team management, client and advisor coordination, and administrative support to keep time-sensitive work organized.

What you'll do

• Oversee and manage service specialists
• coach, train, and mentor team members
• recruit and onboard staff
• manage timekeeping and time-off responsibilities
• develop internal resources
• draft correspondence
• support estate planning strategists and clients
• coordinate calendars and meetings
• maintain estate planning documents and client files
• prepare meeting notes
• liaise with estate planning specialists and wealth management teams.

What we're looking for

Skills & competencies

legal assistant manager

estate planning

west coast

bend or

mercer advisors

client services

team management

service specialists

legal administration

monday–friday

8 am–5 pm

home office option

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA contributions for eligible plans
• paid holidays and time off
• employee assistance
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance.

Why this role

The posting specifies Monday through Friday, 8 AM–5 PM, with occasional early or late hours as needed. Five years of legal-setting experience is preferred; team-management experience is required.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.