Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)
Core
Support estate planning strategists and clients throughout the estate planning process, acting as a primary point of contact and managing correspondence.
Role type
Administrative support specialist for estate planning
Builds
Estate planning documents, client correspondence, and meeting schedules
Domain
Financial services / Estate planning
Required skills
Drafting correspondence, calendar management, file maintenance, MS Office proficiency, confidentiality
Preferred skills
Legal setting experience, resourcefulness, multi-tasking
Responsibilities
Drafting correspondence to wealth management teams and clients, managing client correspondence and scheduling meetings, maintaining client files and estate planning documents, acting as a liaison between strategists, teams, and clients (via careerplan.io/jobs/5196493008-legal-assistant-estate-planning-service-specialist-pacific-time-zone-at-merceradvisors)
Seniority
Entry-level to Mid-level, hands-on support