Wealth Stewardship Program Coordinator - Assistant to Law Partner

Strazzeri Mancini, LLP – University City, CA

Strazzeri Mancini, LLP, a highly collaborative law firm located in Sorrento Mesa (near the 5 and 805 split), is seeking a dedicated assistant to support a partner within our Wealth Stewardship (Maintenance) Program. We operate on a "We-driven" model, where collaboration is treated as a craft—an art and science of working together to ask broader questions and create better outcomes. We are currently seeking a motivated professional to join our team in a high-impact, multifaceted, in-office capacity focused on operational and process momentum.

We are looking for a versatile professional to serve as the central hub for a partner’s professional world. This is not a back-office role; you are the driver of the partner’s workflow, bridging the gap between legal, financial, tax, and personal data and relentless project follow-through. You are responsible for ensuring that nothing stalls.

• The "Gatekeeper":
  Serving as the primary point of contact for the partner’s internal and external working relationships.
• Calendar Mastery:
  Managing a complex, short- and long-term calendar and assertively protecting the partner's time to ensure high-priority objectives are met.
• Accountability Partner:
  Proactively keeping the partner on task and ensuring that "one-up" projects and client follow-throughs stay on track.
• Momentum Management:
  Ensuring department cases move through the workflow with "on-track" precision and relentless organization.

• Excel Mastery, Data Logistics, and Data Organization:
  Mastery of Excel to organize intricate financial, legal, and tax data for high-net-worth clients.
• AI Integration:
  Continue our transition and manage data as our AI systems begin to oversee Excel and other workflow/production functions in the coming months.
• Strategic Support:
  Utilizing data to review annual "as-is" plans, helping partners blend new client needs into active implementation and management.
• Meeting Engagement:
  Participating in high-level client meetings, capturing critical notes, and immediately triggering the necessary workflow to maintain momentum.

The Technical Edge:
You are an Excel Master who finds beauty in a well-constructed spreadsheet and is ready to evolve alongside new AI technologies.

The Person ality:
You are a "high-level doer." You are assertive enough to manage a partner’s schedule and organized enough to handle the logistical "big picture" of the department simultaneously.

The Credentials:
You have a professional background in Tax, Law, and/or Finance, or possess similar mature life experience.

The Mindset:
You want a non-traditional environment where your analytical and organizational skills directly create "momentum" rather than just processing paperwork.

Collaborative Environment:
Work in a team-centric model where your voice and organizational skills matter.