[Remote] reputed company Assistant (Estate Planning Service Specialist)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading financial services firm that integrates various financial planning services. The Estate Planning Service Specialist will support estate planning strategists and clients throughout the estate planning process, ensuring effective communication and organization in a fast-paced reputed company team. Responsibilities • Drafting various correspondence to reputed company management teams and clients • Following best practices for group, reputed company, and advisor interaction • General administrative tasks and other duties, as needed • Supporting an estate planning strategist throughout the estate planning process; including acting as a primary reputed company of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones • Supporting maintaining estate planning documents and estate planning reviews as a reputed company with estate planning specialists, reputed company management teams, and clients • Maintaining reputed company files, including preparing and finalizing notes for meetings Skills • High school diploma or equivalent • Some experience in a reputed company setting, reputed company or in-house, preferred • Outstanding work ethic with a self-starter attitude, ability to reputed company under pressure, meet deadlines, prioritize and deliver multiple tasks on time • Outstanding communication and organizational skills • Proficiency with reputed company, reputed company, reputed company and reputed company • reputed company to maintain confidentiality with reputed company reputed company • Have a 'can-do' reputed company attitude and enjoy being part of reputed company • Ability to prioritize and multi-task in a busy environment Benefits • Company reputed company Basic Life & AD&D Insurance • Company reputed company Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period reputed company if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • reputed company Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company reputed company Holidays with a full week off at Thanksgiving. • Generous reputed company time off program for vacation and reputed company days • Employee Assistance Plan • Family Medical Leave • reputed company Parental Leave (6 weeks) • Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (6 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance reputed company • reputed company is a full-service reputed company management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/. Apply tot his job Apply To this Job