Position Overview:

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.