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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 effective training, communication, and client correspondence. Proficient in administrative tasks and maintaining confidentiality while managing multiple priorities in a fast-paced environment.
Highest-signal resume keywords
Team ManagementClient CorrespondenceCalendar ManagementMS Word ProficiencyOrganizational Skills
About the role
Key responsibilities & impact- Oversee, support, and manage the service specialist team according to key metrics and best practices
- Manage service specialists through day-to-day oversight, training, time management assistance, coaching, and mentoring
- Develop and build internal resources for the Estate Planning group
- Handle time-off and timekeeping responsibilities for the service specialist team
- Recruit, train, and onboard new service specialists
- Lead regular service specialist meetings
- Draft correspondence to wealth management teams and clients
- Support an estate planning strategist throughout the estate planning process
- Serve as a primary client contact and manage client correspondence
- Administer calendar management and schedule meetings for a strategist
- Answer phones and perform general administrative tasks
- Maintain estate planning documents and estate planning reviews as a liaison among specialists, wealth management teams, and clients
- Maintain client files and prepare and finalize meeting notes
- Complete other assigned duties and time-sensitive tasks
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 with all matters
- Positive attitude and enjoyment of working as part of a team
- Ability to prioritize and multi-task in a busy environment
- Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours
- Dedicated home office workspace free of interruptions if working remotely
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 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)
- 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
- Basic technology needs provided for the position
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 ManagementAdministrative TasksEstate Planning DocumentationMeeting CoordinationLegal Experience
Soft Skills
Outstanding CommunicationSelf-Starter AttitudePositive AttitudeAbility to Perform Under PressureTeam Collaboration
Tools & Technologies
MS ExcelAdobeMS Outlook
Industry Keywords
Estate PlanningLegal SettingWealth ManagementClient Management