OVERVIEW OF MCF
MCF is an investment management company that serves clients through three divisions: Wealth Management Services, Corporate Retirement Plan Services, and Institutional Investment Services. The Wealth Management Division provides investment management and comprehensive financial planning services to individuals, families, and privately-owned business owners. The Corporate Retirement Plan Services Division serves clients as a “Chief Retirement Plan Officer”, providing fiduciary investment advice, plan governance, plan design consulting, vendor selections and interfacing, and participant education services. In addition, the Corporate Retirement Plan Services Division provides investment management for defined benefit plans, deferred compensation plans, and health insurance trusts. The Institutional Investment Division provides investment management and consulting services to pension plans, endowments, foundations, and private family offices. MCF is a Securities and Exchange Commission registered investment advisor.
About the Role
We are seeking a highly organized, experienced professional to serve in a dual role supporting both MCF Advisors and MCF Legal. This position is responsible for owning the estate planning process from post-design through execution and implementation, while also acting as a key operational bridge between the advisory and legal teams.
This role combines:
- Paralegal-level legal support
- Client and advisor coordination
- Workflow and project management
The ideal candidate is a career paralegal and coordinator who thrives in a fast-paced, high-touch environment, enjoys managing complex workflows, and takes pride in delivering a polished, outstanding client experience.
Key Responsibilities
- Manage estate planning files from post-design through execution and funding support
- Enforce timelines and ensure accountability across all stages of the planning process
- Track & communicate status of all active matters and proactively share updates
- Serve as a central point of coordination between attorney, client, financial advisors, and service team members
- Coordinate scheduling, communications, and next steps across all parties
- Prepare & assemble high-quality client deliverables (binders, summaries, execution packets)
- Ensure documents are complete, accurate, and professionally presented
- Support a premium, high-touch client experience throughout the process
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Opportunities for advancement
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
