Legal Assistant

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Profit sharing
• Opportunity to work and learn in a boutique wealth management environment led by a lawyer
• Competitive Compensation & Benefits

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.

• 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

• 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.