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Mercer AdvisorsCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and management capabilities in overseeing service specialists, ensuring performance against key metrics while maintaining effective communication and organizational skills. Proficient in managing administrative tasks and client correspondence within the estate planning domain.
Highest-signal resume keywords
Team ManagementClient CorrespondenceAdministrative SupportCommunication SkillsOrganizational Skills
About the role
Key responsibilities & impact- Oversee, support, and manage service specialists to ensure performance against key metrics and best practices
- Manage day-to-day tasks, training, time management, coaching, and mentoring for service specialists
- Develop internal resources for the Estate Planning group
- Handle time-off and timekeeping responsibilities
- Recruit, train, and onboard new service specialists
- Lead regular service specialist meetings
- Draft correspondence to wealth management teams and clients
- Support estate planning strategists throughout the estate planning process
- Act as a primary client contact and manage client correspondence
- Manage calendars and schedule meetings for strategists
- Answer phones and perform general administrative tasks
- Maintain estate planning documents and reviews as a liaison among specialists, wealth management teams, and clients
- Maintain client files and prepare and finalize meeting notes
- Complete other assigned duties
Requirements
What you’ll need- 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 and 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
- Ability to maintain confidentiality
- Ability to prioritize and multitask in a busy environment
- Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours
Benefits
Comp & perks- 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, 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, supplemental STD, and Parental Leave
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services
- 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
- Pet Insurance
- Personalized financial planning and guidance at preferred employee pricing
- Incentive compensation eligibility
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Time ManagementDocument MaintenanceMeeting CoordinationTraining and OnboardingPerformance Management
Soft Skills
Outstanding Work EthicSelf-Starter AttitudeAbility to Perform Under PressurePrioritizationMultitasking
Tools & Technologies
MS WordMS ExcelAdobeOutlook
Industry Keywords
Estate PlanningLegal SettingLaw FirmClient Management