Legal Assistant - Estate Planning Service Specialist (Pacific Time Zone)

Job overview

The Legal Assistant - Estate Planning Service Specialist role is described as a professional office or dedicated home-office position, with candidates in the Pacific Time Zone prioritized. Compensation is $29–$34 per hour. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services. The specialist supports estate planning strategists and clients throughout the estate planning process by coordinating communications, calendars, meetings, documents, and client files so the team can manage client matters and reviews efficiently.

What you'll do

• Draft correspondence to wealth management teams and clients
• support client and advisor interactions
• perform administrative tasks
• serve as a client contact for an estate planning strategist
• manage correspondence and calendars
• schedule meetings and answer phones
• maintain estate planning documents and reviews in coordination with specialists, wealth management teams, and clients
• maintain client files and finalize meeting notes.

What we're looking for

Skills & competencies

legal assistant

estate planning

client support

legal documents

calendar management

client files

administrative support

pacific time zone

monday–friday

8 am–5 pm

mercer advisors

$29–$34 per hour

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
• employee-priced financial planning.

Why this role

The role requires availability Monday through Friday, 8 AM–5 PM, with occasional early or late hours; work may be in a professional office or dedicated home office.

About the employer

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