We are seeking a detail-oriented and process-driven Administrative Assistant to support the firm's operations. This individual will play a critical role in managing administrative tasks, organizing client files, and assisting with trust and estate work, including basic drafting. The ideal candidate thrives in a structured environment, values organization, and is committed to delivering exceptional support.
Key Responsibilities:
Provide administrative support, including managing calendars, scheduling appointments, and handling correspondence.
Assist with trust and estate planning tasks, including drafting basic documents and assembling client files.
Maintain and follow established protocols for naming, organizing, and saving documents in digital and physical formats.
Conduct basic research and compile information for tax, probate, and estate planning matters.
Ensure compliance with deadlines by tracking tasks and managing workflows.
Serve as the first point of contact for clients, providing a professional and welcoming experience.
Uphold confidentiality and ensure sensitive information is handled appropriately.
Qualifications:
Previous experience in administrative support within a legal, accounting, or wealth management setting.
Familiarity with probate and trust and estate work; basic drafting skills are required.
Highly organized with exceptional attention to detail and the ability to follow precise processes.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and document management systems.
Strong written and verbal communication skills.
Ability to work independently while collaborating effectively within a small team.
A positive attitude and willingness to learn new tools and systems.
Why Join Us?
Work closely with a highly organized and supportive team in a boutique firm environment.
Gain exposure to a broad range of wealth management services, including tax and estate planning.
Competitive hourly pay and the opportunity to contribute meaningfully to a growing firm.