Mercer Advisors is seeking a Manager for their Estate Planning Service team, focused on overseeing client interactions and supporting estate planning strategists. The role emphasizes management skills in a fast-paced environment, requiring strong communication and organizational abilities
Job Summary
The role involves managing a team of service specialists to ensure performance against key metrics and best practices for client and advisor interaction.
Candidates must support estate planning strategists by acting as a primary point of contact for clients and managing administrative tasks such as calendar scheduling and document maintenance.
Mercer Advisors offers a competitive benefit package including company-paid life insurance, health plans, and HSA contributions alongside an incentive compensation program.
Matching Summary
Match Score: 85
Mercer Advisors is seeking a Manager for their Estate Planning Service team, focused on overseeing client interactions and supporting estate planning strategists. The role emphasizes management skills in a fast-paced environment, requiring strong communication and organizational abilities.
Salary
Base: $56,700 - $66,700 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, life, and disability insurance included
Skills & Requirements
Must-have
5 years legal setting experience
Team management of individual contributors
Outstanding communication skills
Proficiency in MS Word Excel Outlook
Ability to maintain confidentiality
Nice-to-have
Self-starter attitude under pressure
Resourceful and proactive approach
Positive team-oriented mindset
Experience with high volume client interaction
Key Requirements
High school diploma or equivalent
5 years experience in legal setting preferred
Experience managing a team of individual contributors