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Experience Level
Entry Level
Qualifications
Qualifications:Exceptional organizational skills and a keen eye for detailStrong verbal and written communication abilitiesAbility to manage multiple tasks and priorities effectivelyProficiency in Microsoft Office Suite (Word, Excel, PowerPoint)Prior experience in an administrative role, preferably in financial services or legal environments is a plus
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.
About Mercer Advisors
Mercer Advisors is a leading independent wealth management firm dedicated to enhancing the financial lives of families across the U. S. Our comprehensive services integrate various financial disciplines, ensuring clients receive personalized and effective guidance tailored to their unique needs.
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