Emily M. Email and Phone Number
Operational experience with overseeing team processes, creating and updating workflows resulting in the improvement in client experience, reporting on data, training on processes, and assisting in internal system and program implementations.Past experience includes supervision of a small team, a legal background including estate planning and mental health focuses, and working in varying government offices including supporting day to day operations.
Mercer Advisors
View- Website:
- merceradvisors.com
- Employees:
- 1256
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Sr. Estate Planning Operations ManagerMercer AdvisorsWilmington, Nc, Us -
Operations Manager, Estate PlanningMercer Advisors Sep 2021 - PresentWilmington, North Carolina, United StatesManaging and assisting in projects, such as integrating new estate planning service and new drafting solution, overseeing new service on ongoing basis, and assisting in building out workflows for new CRM; overseeing processes and changes in workflows; updating procedures; preparing training materials; onboarding of new staff; leading client onboarding for estate planning; giving presentations on department processes, updates, and trainings; monthly reporting for department statistics; supporting all team members; ad hoc projects related to improving processes for team, other departments, and clients; supervised Estate Planning Administrators -
Executive Assistant / Ep OperationsMercer Advisors Apr 2020 - Sep 2021Denver, Colorado, United StatesSupporting Head of Department/Lead Attorney with day-to-day tasks; overseeing changes in workflows; leading processes related to client onboarding; scheduling of various meetings and presentations for multiple attorneys; onboarding of new staff, including preparing training materials, training on systems and processes, and ongoing support of all team members; giving presentations on department processes, updates, and trainings -
Legal AssistantMercer Advisors May 2018 - Apr 2020Greater Denver AreaSupporting multiple attorneys on the Estate Planning team, maintaining client files, assisting with preparation of estate plans and other related documents, main contact for clients and advisors. Training employees on programs and processes, including creating training materials and giving presentations. -
Legal Medical Record Technician Ii (Legal Liaison)Colorado Mental Health Institute At Fort Logan Feb 2016 - May 2018Denver, CoLegal liaison for hospital: main contact for courts and county attorneys in relation to patients' civil commitments and criminal charges, maintaining patients' legal files, writing motions and tracking legal status.Admissions clerk: entering and maintaining patients' status in electronic and physical health records.Subject Matter Expert and Office Liaison for new Electronic Health Record: assisting in development and implementation, training staff and creating training material.Various administrative duties
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Administrative Assistant IiiColorado Mental Health Institute At Fort Logan Oct 2013 - Feb 2016Denver, CoMaintaining patient charts & status changes in electronic health record, sending out legal documentation pertaining to patients' civil commitments, assisting nurse manager in day to day operations of unit.Various administrative duties
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Administrative Assistant IiiColorado Department Of Human Services - Child Support Enforcement Nov 2011 - Oct 2013Customer service for parents, employees, partner agencies, and employers for multiple websites, maintaining parent and employer information, assisting county child support offices with parent information.Administrative assistant for the Child Support Enforcement office and Family Support Registry unit
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Communications Equipment OperatorMontgomery County Circuit Court Feb 2008 - Mar 2011Providing hearing transcripts to the public, including parties to cases, attorneys, courthouse employees, inmates, and various government agencies; liaison between customers and the transcription company.Courtroom clerk for Grand Jury.Maintaining court case information including expungements, daily dockets, correcting case reports, sealing hearings.Account for money, invoices, and receipts.
Emily M. Education Details
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Criminology & Criminal Justice
Frequently Asked Questions about Emily M.
What company does Emily M. work for?
Emily M. works for Mercer Advisors
What is Emily M.'s role at the current company?
Emily M.'s current role is Sr. Estate Planning Operations Manager.
What schools did Emily M. attend?
Emily M. attended University Of Maryland.
Who are Emily M.'s colleagues?
Emily M.'s colleagues are Brittany Dorian, Karrie Spencer, Cfp®, Jeff Minc, Cfp®, James Roundy Cfp®, Ryan Fadus, Mba, Jonas Noack, Cfa, Cfp®, Jason Kronstad, Cfa, Caia.
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