Manager, Legal Assistant, Estate Planning Service

Job overview

The Manager, Legal Assistant, Estate Planning Service role is listed in Portland, OR. The posting describes work in a professional office or a dedicated home office workspace; compensation is $70,000–$85,000 per year, with eligibility for incentive compensation. The manager supports Mercer Advisors’ Estate Planning group and its work helping families coordinate financial and estate planning services. The role manages service specialists and supports estate planning strategists through client interactions and administrative coordination. It helps clients move through the estate planning process while maintaining service standards, team performance, and accurate client records.

What you'll do

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

What we're looking for

Skills & competencies

legal assistant manager

estate planning service

portland or

mercer advisors

monday–friday

8 am–5 pm

client service

service specialist management

estate planning

team leadership

legal setting

$70k–$85k/year

home office option

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA
• paid holidays and PTO
• paid parental leave
• 401(k) with match
• employee assistance plan
• adoption assistance
• pet insurance
• financial planning services.

Why this role

Monday–Friday, 8 AM–5 PM standard availability, with occasional early or late hours; high school diploma or equivalent; five years of legal-setting experience preferred; incentive compensation eligibility.

About the employer

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