Overseeing, supporting, and managing the team of service specialist to ensure they are performing pursuant to key metrics; as well as following best practices for group, client, and advisor interaction
Managing service specialists, as assigned, through overseeing day-to-day tasks, training, assisting with time management, coaching, and mentoring
Developing and building internal resources to assist Estate Planning group with their tasks
Handling all time off and time keeping responsibilities for team of service specialists
Recruiting, training, and onboarding new service specialists
Leading regular service specialist meetings
Drafting various correspondence to wealth management teams and clients.
Following best practices for group, client, and advisor interaction.
General administrative tasks and other duties, as needed.
Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones.
Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients.
Maintaining client files, including preparing and finalizing notes for meetings.
Other duties, as assigned.

High school diploma or equivalent
5 years experience in a legal setting, law firm or in-house, preferred
Experience managing a team of individual contributors
Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time.
Outstanding communication and organizational skills
Proficiency with MS Word, Excel, Adobe and Outlook
Able to maintain confidentiality with all matters
Have a “can-do” positive attitude and enjoy being part of a team
Ability to prioritize and multi-task in a busy environment

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Manager, Estate Planning Service

Key skills