$105K
- HEAVY focus on calendar management
- Supports 3 partners in the wealth management group
- Will accept someone out of T&E or private client law
OR
- EA/Admin with heavy calendar management in wealth management
Administrative/Executive Assistant supporting several Private Client attorneys in the Private Client Department (Trusts & Estates). This role is a non-exempt role and offers the flexibility to work remotely 1 to 2 days per week.
The Assistant provides high-level administrative support and serves as a right-hand to the attorneys in the management of the attorneys’ practices. This role would be ideal for a resourceful self-starter who is interested in a challenge; who can maintain strict confidence; and who is adept at working both independently and collaboratively.
RESPONSIBILITIES:
- Serve as the right-hand to the attorneys in the administration of their Private Client practices and the service of their clients; develop and maintain a deep understanding the practices and clients.
- Manage flow of information to help organize, prioritize, and address requests from both internal and external clients through to completion.
- Take initiative to proactively assist attorneys with their practices and with administrative tasks, including calendaring, conflict checks, and communications.
- Monitor and manage attorneys’ calendars and diaries for time-keeping purposes.
- Draft, format, proofread, and edit legal documents, power point presentations, and excel spreadsheets; ensure accuracy of details.
- Assist with time entry and preparation of client bills, ensuring time is submitted timely and bills are sent to clients.
- Arrange and coordinate logistics and services for meetings, events, signings, etc.
- Handle travel arrangements for out-of-town meetings and conferences
- Coordinate reimbursements, efficiently reconcile expenses and submit invoices.
- Track business development activities, including calendaring of follow-up actions.
- Develop positive and productive relationships with members of the firm and its vendors, allowing for the effective use of internal services to efficiently perform work.
- Transmit all correspondence and other legal documentation to the appropriate client/matter files and title files and the retrieval of the same.
- Arrange for service of process, hand-deliveries, and conference calls.
- Relay/interpret communications and/or work assignments between partners, associates, paralegals and other firm personnel.
Job Requirements:
QUALIFICATIONS:
- BA/BS degree preferred, but not required.
- 10+ years of prior administrative, legal and/or executive assistant experience required. Private Client or Trust and Estates experience preferred.
- Expertise in Microsoft Word (styles), Microsoft Outlook, PowerPoint, and Excel. Comprehensive understanding of PDF (Kofax, Adobe) functions.
ESSENTIAL SKILLS:
- Willingness to develop a deep understanding the Private Client practice and clients.
- Top-notch client service skills – for both internal and external clients.
- Excellent attention to detail and organizational skills with the ability to timely and accurately follow instructions and maintain accurate records.
- A high level of professionalism, organization, flexibility, thoughtfulness, initiative, and reliability to appropriately set priorities, and manage multiple responsibilities efficiently and effectively.
- Exceptional written and verbal communication skills.
- A consistent “can do” approach, and the ability to remain cool and professional under pressure.
- Ability to maintain strict confidentiality of client and Firm matters.
- Creative problem-solving skills and the ability to anticipate the next question or task.
- Demonstrates the ability to communicate effectively with all levels of personnel within the Firm.
- Ability to adjust work schedule to accommodate occasional overtime work.
- #TopOneHire