Benefits:

401(k)

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Profit sharing

Benefits/Perks

Opportunity to work and learn in a boutique wealth management environment led by a lawyer

Competitive Compensation & Benefits

Job Summary

We are seeking a highly motivated Legal Assistant to join our team. In this role, you will provide project management and research assistance to our investment management team, which is led by a lawyer. You will communicate with clients, compile files, and conduct research. The ideal candidate is hardworking, detail-oriented and interested in finance and taxes.

Responsibilities

Organize projects and deliver desired outcomes

Communicate with and calendar clients, experts, and firm events

Attend client meetings; accurately record minutes, and follow up on action items

Proactively maintain calendar and files

Provide general administrative support and other related duties

Qualifications

Previous experience as a Legal Assistant or similar role is preferred

Tax experience is a plus

Strong verbal and written communication skills

Highly organized with document management experience

Excellent research skills

Comfortable with Microsoft Office, CRMs, and tax preparation software

Motivated to contribute in a meaningful way

Self-starter

Recommendations required as well as background check

Benefits begin after 1 year of full time service, except health insurance, which begins after 90 days.