Manager, Legal Assistant | Estate Planning Service, West Coast

Job overview

The Manager, Legal Assistant | Estate Planning Service, West Coast role is onsite in San Francisco, CA, with a Monday–Friday schedule of 8 a.m.–5 p.m.; occasional early or late hours may be needed. Compensation is $70,000–$85,000 per year, with eligibility for incentive compensation. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services. The manager leads service specialists and supports estate planning strategists as clients move through the estate planning process. By overseeing team performance, training, client communications, scheduling, and document coordination, the role helps deliver organized and responsive service to clients and advisors.

What you'll do

• Oversee and manage service specialists against key metrics and best practices
• manage day-to-day tasks, training, time management, coaching, and mentoring
• develop internal resources
• handle timekeeping and time-off responsibilities
• recruit, train, and onboard service specialists
• lead regular team meetings
• draft correspondence
• support estate planning strategists and serve as a client point of contact
• manage calendars, meetings, and calls
• coordinate estate planning documents and reviews
• maintain client files and meeting notes.

What we're looking for

Skills & competencies

legal assistant manager

estate planning

full-time

san francisco ca

mercer advisors

team leadership

client services

legal administration

monday–friday

8 a.m.–5 p.m.

$70k–$85k

paid parental leave

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid basic life and AD&D
• short- and long-term disability
• medical, dental, and vision plans
• HSA with company contributions for eligible plans
• dependent care savings account
• 14 paid holidays
• paid time off
• employee assistance plan
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• financial planning at preferred employee pricing.

Why this role

High school diploma or equivalent required; five years of legal-setting experience preferred; team-management experience required. Work may be in a professional office or dedicated home office workspace.

About the employer

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