Mercer Advisors
Financial Services
EstatePlanningServiceCoordinator
“Estate Planning Service Coordinator at Mercer Advisors. Skills: Estate planning, Client support, Administrative tasks. Support estate planning strategists. Support Estate Planning Service Specialists”
Industry & Context.
What They're Looking For.
Must Have
High school diploma or equivalent, Proficiency with MS Word, Proficiency with Excel, Proficiency with Adobe, Proficiency with Outlook, Maintain confidentiality
Nice to Have
Experience in a legal setting, Experience in a law firm, Experience in-house legal
What You'll Do.
Support estate planning strategists
Support Estate Planning Service Specialists
Support clients throughout estate planning process
Draft correspondence to wealth management teams
Draft correspondence to clients
Follow best practices for group interaction
Follow best practices for client interaction
Follow best practices for advisor interaction
Liaise with other groups
Liaise with wealth management teams
Ensure exceptional client-advisor experience
Build training materials
Update training materials
Provide training to Estate Planning Service Specialists
Perform general administrative tasks
Administer calendar management for strategist
Ensure document completion
Maintain client files
Update case management systems
Act as liaison with estate planning specialists
Act as liaison with wealth management teams
Act as liaison with clients
How You'll Work.
Team & Collaboration
Wealth management teams; Estate planning specialists; Clients
Communication Scope
Verbal communication; Written communication
Applying for this Estate Planning Service Coordinator role?
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ANONYMOUS · UNFILTERED
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