Estate & Trust Tax Administrative Assistant

Administrative Assistant – Estate & Trust Team

Our Miami office is seeking an experienced Administrative Assistant to support the Estate & Trust team. This individual will play a key role in maintaining day-to-day administrative operations, supporting client onboarding processes, coordinating billing activities, and ensuring efficient organization across the department. The ideal candidate is detail-oriented, highly organized, and comfortable managing multiple priorities in a professional services environment.

• Assist with new client setup and onboarding processes
• Support billing functions, including invoice preparation and administrative tracking
• Provide day-to-day administrative support to the Estate & Trust team
• Coordinate meetings, calendars, and internal scheduling needs
• Prepare, organize, and maintain client files and documentation
• Manage correspondence, document formatting, and data entry tasks
• Assist with general office coordination and team support initiatives
• Maintain professionalism and confidentiality in handling sensitive information
• Work in the Miami office 5 days/week, 8:30 AM – 5:30 PM

• Minimum of 2 years of administrative or clerical experience
• Strong proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Power Point
• Excellent organizational and multitasking abilities
• Strong written and verbal communication skills
• Ability to work independently and manage competing priorities
• High attention to detail and accuracy
• Professional demeanor and strong interpersonal skills
• Experience supporting professional services teams preferred

• Prior experience supporting Estate & Trust, legal, accounting, or professional services teams
• Experience coordinating Teams and Zoom meetings
• Strong meeting organization and scheduling capabilities
  
  Ability to adapt quickly in a fast-paced environment
• Proactive mindset with a willingness to take initiative and support the broader team

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.