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Estate Planning Operations Specialist

Mercer AdvisorsDenver (HQ)New
On-site Full-time

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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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