About the job
The Estate Planning Operations Specialist at Mercer Advisors plays a key role in supporting the Estate Planning team from the Denver headquarters. This position centers on administrative tasks that keep estate planning processes organized and efficient. The role involves frequent interaction with both clients and internal team members to ensure every step of the estate planning journey runs smoothly.
What you will do
- Coordinate the shipping, scanning, and assembly of estate plans and related documents
- Prepare and organize materials for client meetings, including follow-up activities
- Maintain accurate records and monitor documentation workflows
- Respond to client inquiries throughout the estate planning process
- Collaborate with team members to improve operational efficiency
Requirements
- Strong attention to detail
- Clear and effective written communication skills
- Ability to manage multiple administrative tasks and maintain accurate records
This position is based in Denver and supports Mercer Advisors' mission to deliver high-quality estate planning services to clients across the country.
