Estate Planning Operations Specialist

Mercer Advisors

Denver, CO, US
Base: $26-$31 usd ph; bonus/equity: eligible for i...
On-site
Excellent attention to detail
Strong written communication skills
Proficiency with ms word excel adobe outlook
The role provides daily administrative support for the Estate Planning group by processing outgoing and incoming estate plans

Job Summary

  • The role provides daily administrative support for the Estate Planning group by processing outgoing and incoming estate plans.
  • Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron's and serves over 31,300 families across the U.S.
  • Employees receive a robust benefit package including company-paid life insurance, health plans, 401(k) matching, and paid parental leave.

Matching Summary

The role provides daily administrative support for the Estate Planning group by processing outgoing and incoming estate plans.

Salary

Base: $26-$31 USD per hour; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k), and paid time off included

Skills & Requirements

Must-have

  • Excellent attention to detail
  • Strong written communication skills
  • Proficiency with MS Word Excel Adobe Outlook
  • Ability to meet deadlines under pressure
  • Multi-tasking in a busy environment

Nice-to-have

  • Outstanding work ethic and self-starter
  • Positive can-do attitude
  • Eager to become an expert
  • Team-oriented mindset
  • Confidentiality maintenance

Key Requirements

  • High school diploma or equivalent
  • Availability during standard business hours Monday through Friday
  • Ability to maintain confidentiality with all matters

Work Rights

Not specified

Tailored Resume

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