or email this job to apply later

Relevante has partnered with a law firm in the New York City, NY area to provide them with a Private Clients Administrative Assistant(link removed) Please read the below description and let us know if you are interested.

Prioritized Must Have Skills for the Private Clients Administrative Assistant:

#1. Must have strong computer skills with Microsoft programs and strong attention to detail.

#2. Experience with iManage, Chrome River, Interaction is a big plus.

#3. No more than 3 jobs in the last 10yrs.

Responsibilities of a Private Clients Administrative Assistant:

Act as a liaison and serve as an ambassador handling calls, visitors, clients and all situations with discretion, diplomacy, enthusiasm and appropriate urgency

Draft cover letters and correspondences to clients, accountants, financial advisors, IRS and state tax authorities

Prepare and coordinate with the Office Operations team materials for mailings

Maintain familiarity with legal terminology, standard legal forms, procedures and processes

Assist with the scanning and filing of complex Federal and State estate tax returns

Conform original Trusts, Wills and estate documents to the required formats for execution

Scan, code and file original documents received from clients to be stored in our vault and to create electronic copies for our electronic filing system

Assist in creating, managing and maintaining electronic files for all estate and trust matters

Facilitate mailing and duplicating requests

Assist in maintaining various master lists for the group that track the status of items such as estate administration and tax identification numbers

Assist in processing all monthly trust and estate bank and brokerage statements that are received by the firm and need to be added to our electronic filing system

Coordinate meetings, calls and events, including all logistics (scheduling, catering, preparation of meeting materials, etc.)

Qualifications of a Private Clients Administrative Assistant:

Bachelor's degree required
One to two years of administrative support experience in legal or professional services
Excellent time management, organizational, interpersonal, problem-solving, and written and verbal communication skills
Strong attention to detail and ability to thoroughly complete tasks with minimal direction and reminders
Ability to multitask while working in a fast-paced, deadline-driven environment
Strong computer skills with Microsoft programs (Word, Excel, and PowerPoint) and Adobe Acrobat
Experience with iManage, Chrome River, Interaction preferred
Ability to exercise discretion and maintain confidentiality of sensitive information
Willingness to accept a wide variety of tasks, can-do attitude

Other Key Requirements:

Hybrid Must be in the office 3 days a week.
No sponsorships or visa holders. No Corp-to-Corp.

Benefits of a Private Clients Administrative Assistant:

Proof of vaccination required. Must have or be willing to receive the COVID-19 vaccination, including applicable booster shot by date of hire.
Medical, Vision and Dental benefits
FSA, 401K, and lifestyle reimbursement programs

#LI-CB1

#Hybrid

About Relevante, Inc. the Recruiting Firm Representing the Client for this Job.

Relevante is an accounting & technology direct hire recruiting and contract staffing firm. We help our clients identify and recruit the best talent in the market and help our candidates win engaging and enriching jobs. Our clients are some of the best companies to work for among F1000 and emerging fast growth companies in the region. Relevante has been consistently ranked as a fast growth company and one of the largest recruiting, accounting, and management consulting firms in the Philadelphia region. To stay connected with our network, please follow us on LinkedIn(link removed)>

Relevante

Apply Online

or email this job to apply later

	Search millions of jobs
Jobvertise

Report this job