Law Clerk - Estate Planning

Mercer Advisors is a comprehensive wealth management firm serving individuals, families, endowments, and foundations. As one of the few firms who can deliver on a full-suite of wealth management capabilities, Mercer Advisors helps our clients with customized financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services. Our staff of over 500 employees includes advisor teams across ~50 offices who collaborate with specialists including investment strategists, estate lawyers, CPAs, and CERTIFIED FINANCIAL PLANNER™ professionals, to deliver an integrated standard of financial care for our clients.

Job Summary:

As a Law Clerk, you will work in all facets of estate planning with an emphasis on estate plan design and funding. Additionally, you will take a lead role in the funding process.

If you are looking for a career path to become an estate planning attorney, this role provides an opportunity to learn estate planning within our Family Wealth Service group serving our clients with excellence. Career opportunities are available when an employee is successful in their role and there is a business need for the new position.

Essential Job Functions for the Law Clerk will include:

• Preparing deeds, assignments, and other documents, as well as working with county recorders to ensure deeds are properly filed
• Drafting estate planning documents and preparing reviews of existing estate plans
• Preparing and filing entity formation documents
• Preparing estate planning binders for delivery, as needed
• Maintaining client files
• Other duties as needed

• Bar License in at least one state or scheduled to take a bar exam
• Strong follow-up and follow-through skills
• Excellent organization, time management, proofreading, and word processing skills are essential
• Current ABA-approved paralegal certificate preferred
• Experience with drafting estate planning documents is a plus
• Knowledge of WealthDocs is a plus

Education:

Juris Doctor (JD)

Work Schedule:

Monday through Friday, 8:00AM – 5:00PM

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 25 lbs.

Salary:

Employee will be eligible for annual bonus compensation programs.

Benefits

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance up to 2x your base salary
• Company Paid 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 basis if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 13 company Paid Holidays with a full week off for Thanksgiving week
• Paid Time Off programs – accrued vacation of 15 days (3 weeks) and accrued sick of 10 days (2 weeks) per service year
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave
• Adoption Assistance Reimbursement Program
• 401(k) Savings Plan with per pay period employer match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.