Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)
Mercer Advisors · Remote, USA
Posted about 2 months ago
or apply directly on Mercer Advisors's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 64 days Mercer Advisors's roles stay open a median of 82 days
- Reposted
- No
- Salary listed
- No 0% of Mercer Advisors's roles list one
- Ghost-job risk at Mercer Advisors
- high 104 stale, 5 reposted of 104 open
- Hiring momentum
- 167 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-25
Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.
About this role
The Legal Assistant (Estate Planning Service Specialist) at Mercer Advisors supports estate planning strategists and clients throughout the estate planning process. Daily tasks include drafting correspondence, managing client interactions, scheduling meetings, and maintaining client files. The role requires strong organizational skills and the ability to handle time-sensitive tasks in a fast-paced legal environment.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.
What you need
- High school diploma or equivalent
- Some experience in a legal setting, law firm or in-house, preferred
- Outstanding work ethic with a self-starter attitude
- Outstanding communication and organizational skills
- Proficiency with MS Word, Excel, Adobe and Outlook
- Ability to maintain confidentiality
What you get
- 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
Worth weighing
- Position requires availability during standard business hours with potential early or late hours
- Role is remote but may require a dedicated home office workspace free of interruptions
- No specific mention of advancement opportunities or career growth within the role
Summarised from Mercer Advisors's posting. Read the full original.
Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.
More roles at Mercer Advisors
- Tax Manager (Florida)Florida
- Senior Manager, Strategy and Analytics- Wealth SolutionsRemote, USA
- Regional Vice President, Community (San Diego, CA)San Diego
- Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))Boston, Massachusetts, United States; New York; Portsmouth, New Hampshire, United States
- Regional Vice President, Community (Hartford, CT and Upstate, NY)Connecticut; New York
- Creative DirectorNew York, New York, United States
- Associate Wealth Advisor (Minneapolis, MN)Minneapolis
- Senior Director, Client Wealth ExpansionRemote, USA