Assistant - Strategic Planning

Assistant Position at Strategic Planning Law Group, P.C.

Strategic Planning Law Group, P.C. is a boutique estate planning law firm with offices throughout California. The firm focuses on estate and business succession planning for high and ultra-high net worth individuals and families and their closely held businesses. The firm has an affiliation with Aspiriant, a leading independent wealth management firm with offices spanning the U.S., with whom the firm shares multiple clients and offices.

As a member of the Strategic Planning team, the Assistant is accountable for document management, administrative backing, and day-to-day office operations. Duties include document processing and filing, billing support, expense management, and assistance with the preparation of correspondence and legal documents. If you are looking for an opportunity to grow your career in a synergetic and professional environment this is it.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

• Manage firm billing, cost tracking, expense reporting, and related recordkeeping.
• Process incoming and outgoing mail and documents, including preparing, mailing, scanning, naming, and electronically filing materials within the firm's systems.
• Coordinate day-to-day office operations, including answering incoming calls, scheduling meetings, maintaining office organization, and managing office supply inventory.
• Prepare correspondence and maintain firm templates.
• Assemble client documents, meeting binders, and related materials.
• Coordinate internal firm meetings and office events.
• Perform additional administrative and operational duties as assigned.

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to "a cocker spaniel." We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Skills:

• Excellent verbal and written communication skills.
• Proficiency in Microsoft Word, Excel, Adobe Acrobat, and PowerPoint.
• Highly organized, detail-oriented, proactive, and able to effectively manage multiple priorities in a fast-paced environment.
• Motivated to learn, take initiative, and grow within the role.

Abilities:

• Ability to learn quickly and adapt to new systems and processes.
• Demonstrated ability to take ownership of projects and seeing them through to completion.
• Able to provide excellent professional references.
• Professional, reliable, and capable of handling confidential information with discretion

Experience and Education:

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• Professional experience in a legal environment preferred but not required.
• Billing experience preferred but not required.
• Experience with general accounting a plus.
• Experience with legal billing software a plus.
• Bachelor's Degree or Associate's Degree preferred.

Physical Demands and Work Environment:

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging.

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring futurea firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.