Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Practice Assistant - Financial Services

$44.1 - $66.2 per hour

Holland & Knight

Overview We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position is based in our New York City office. General Description: Practice Assistants provide high-quality administrative support to a group of lawyers and professionals in a team environment, effectively and efficiently meeting Firm/client needs. Responsibilities Communicate effectively and professionally with clients, lawyers, and co-workers via email, by telephone, and in person; answer telephone, providing responses to routine questions from clients and staff members, and/or route calls to appropriate lawyer or staff member; arrange conference calls and greet clients. Create, draft, format, edit, proofread, and manage Word documents, Excel spreadsheets, PowerPoint presentations; draft routine business correspondence, forms, and documents under the supervision of an appropriate lawyer/professional. Schedule domestic and foreign travel through Firm travel system, including flights, hotels, and/or car rentals. Prepare, organize, and process reimbursements, invoices, and check requests in a timely manner. Collect and prepare information to run conflict checks, open new client matters, and draft engagement letters, scope letters, and other required documents; provide guidance to lawyers to ensure completed forms are prepared and submitted properly. Learn client-specific billing guidelines or restrictions and consistently apply them to client invoices to ensure compliance and cost-effective practices. Open, prioritize, and distribute mail (both paper and electronic), coordinate mailings, deliveries, copying, scanning, and printing, when appropriate. Enter and manage work requests from lawyers in the Firm’s workflow tool and complete according to provided deadline(s). Perform routine electronic and paper filing in an organized manner for easy access; photocopy, scan, compile, and distribute documents; identify and coordinate available services provided by administrative departments, including office services, the IT Help Desk, document services, accounting, billing, and records. Perform all file maintenance, including saving documents to the document management system. Assist lawyers with time entry, billing, and collection, as needed. Operate independently to ensure completion of assignments, which may be complex in nature or require high-level production, in an accurate and timely manner. Produce a high volume of work assignments in an accurate and timely manner. Perform clerical duties for non-legal departments, as needed. Special projects and duties as assigned. Qualifications Advanced knowledge of Microsoft Office Suite and Adobe. Experience with document management systems. Experience with electronic signature software programs. Proficiency in core legal administrative assistant functions and advanced technical and communications skills. Ability to thrive in a fast-paced environment with demonstrated ability to coordinate multiple competing tasks and demands. Superb attention to detail, grammar, and punctuation, and the ability to articulate thoughts and effectively present innovative ideas and findings. Ability to take direction and work independently with little supervision. Ability to effectively work well with others. Effective and professional interpersonal and communication skills. Ability to write clearly and professionally, with excellent proofing skills. Strong work ethic with ability and commitment to maintain confidentiality. Education & Experience Bachelor's degree; 4 – 5 years of experience supporting lawyers and paralegals with administrative or client-related tasks preferred. Physical Requirements Ability to sit or stand for extended periods of time. Moderate or advanced keyboard usage. Ability to lift and carry up to thirty pounds. Compensation and Benefits The base salary range for this position is $44.10 - $66.20 per hour. An individual\'s actual compensation will depend on the individual\'s qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package. Benefits Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being. Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents. Equal Opportunity Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law. Applicant Accommodation & Privacy Applicants who are interested in applying for a position and require an accommodation during the process should contact View email address on click.appcast.io. Personal information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP\’s privacy policies. Company Overview Holland & Knight is proud of having built one of the largest, most respected law firms in the world today. The firm has advised clients for more than 130 years and has approximately 2,200 lawyers across the U.S. and in five international offices. We serve clients globally and are known for our extraordinary legal service, culture of excellence, and commitment to the communities in which we work. The firm employs more than 1,700 business professionals who support our lawyers and clients across technology, pricing, business development, finance, talent acquisition, marketing, information governance, cybersecurity, information technology, talent development, compliance, office administration, communications, and project management, among others. Together these roles enable our lawyers to focus on providing exceptional client service. #J-18808-Ljbffr Holland & Knight

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Practice Assistant - Financial Services in New York, NY vacancy
  • $44.1 - $66.2 per hour

     ...Practice Assistant We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance...  ...and distribute documents; identify and coordinate available services provided by administrative departments, including office services... 
    Suggested
    Hourly pay
    Work at office

    Holland & Knight

    New York, NY
    3 days ago
  • CitiStaffing is seeking an Executive Assistant to provide high-level administrative and operational support in a renowned Investment Management Firm in New York. This role is heavily administrative in a fast-paced environment and will support strategic initiatives while... 
    Suggested

    CitiStaffing

    New York, NY
    4 days ago
  • SMBC Group in New York seeks an Administrative Assistant to provide high-level administrative and clerical support to senior executives, primarily serving the Latin America, Asia, and Canada divisions. You will manage complex calendars across multiple time zones, prepare... 
    Suggested

    SMBC Group

    New York, NY
    3 days ago
  • Highly regarded mid sized financial services firm with little to no turnover has a wonderful opportunity for an executive assistant looking to work in a great culture with great benefits and a work/life balance! High likelihood of Fridays work from home. This position... 
    Suggested
    Work experience placement
    Work from home

    Cyperus Group LLC

    New York, NY
    4 days ago
  • Highly regarded midsize investment firm in the heart of NYC, is seeking a C-, Suite, traditional and dedicated Assistant to support a small team of high-profile Investment professionals. Manage everything as it relates to ever-changing calendars, meeting schedules, and... 
    Suggested

    TBG | The Bachrach Group

    New York, NY
    1 day ago
  • $178.69k - $293.56k

     ...subject matter expertise in your practice area, and leading people and...  ...legal advice to Guardian’s Financial Protection and Retirement...  ...collateral agreements, administrative service agreements and other business...  ...AI Tools to substantially assist or replace human judgment or... 
    Full time
    H1b
    Work at office
    Work from home
    Visa sponsorship
    Work visa
    Flexible hours
    3 days per week

    Guardian Life Insurance

    New York, NY
    3 days ago
  • Overview Join the Global Financial Crimes Legal team at JPMorganChase...  ...how emerging products and services are designed and delivered in...  ...complex legal requirements into practical controls and solutions. You...  ...money transmission questions. Assist internal counsel and, as... 
    Work at office

    JPMorganChase

    New York, NY
    2 days ago
  •  ...design/implementation of new/enhanced Audit Practices to ensure they are appropriately rolled...  ...methodology and testing approaches. Assist in the design of audit processes...  ...of audit methodologies and knowledge of financial services, with ability to evaluate the appropriateness... 
    Work experience placement
    Flexible hours

    The Bank of New York Mellon

    New York, NY
    1 day ago
  • $80k - $120k

     ...Job Description Job Description Executive Assistant Renowned investment firm has a great opportunity for an experienced Executive Assistant.   Responsibilities Include: Provide administrative support in a complex team environment Coordinate complex, senior... 

    Financial Services/Investment Bank

    New York, NY
    4 days ago
  • $115k - $130k

     ...the Morgan") invites applications for the position of Assistant Controller in the Financial Services Department. Reporting to the Controller, the position...  ...skills. Knowledge of accounting principles and practices. Skill in financial analysis and reporting. Strong computer... 
    Work at office

    National Museum of Wildlife Art

    New York, NY
    3 days ago
  • $101.29k - $115k

     ...professionals committed to providing the services that allow CUNY researchers, faculty,...  ...and primarily responsible for assisting with financial reporting, the management of college...  ...coach staff on improved customer service practices. Routinely inform the Deputy Controller... 
    Summer work

    Research Foundation of The City University of New York

    New York, NY
    18 hours ago
  • $170k - $200k

     ...Federation of Teachers to identify its next Assistant Chief Financial Officer. This executive leadership...  ...-financial audiences and serve as a practical, trusted advisor to executive...  ...environment that supports meaningful public service and work-life balance.... 
    Full time
    Interim role
    Summer work
    Local area
    Immediate start
    Shift work

    Scion Staffing

    New York, NY
    4 days ago
  • $101.49k - $120.39k

     ...opportunity to join our team as an Assistant Director of Financial Aid. The Assistant Director is responsible...  ...to remain current on best practices. Data, Reporting, and Process Improvement...  ...that enhance efficiency, accuracy, and service delivery. Cross-Functional... 
    Work at office

    NYU Grossman School of Medicine

    New York, NY
    4 days ago
  • $66.56k

     ...short and long-term disability; employee assistance program ( EAP ); tuition remission; and...  ...Jesuit Education. Department: Law School Financial Aid Office Campus: Lincoln Center (LC) -...  ...Minimum of 2 years of student financial services experience. Preferred Qualifications... 
    Temporary work
    Work at office
    Flexible hours

    Fordham University

    New York, NY
    1 day ago
  •  ...and settlement for enterprise financial institutions. Contribute to...  ...reviews to improve engineering practices. Build understanding of...  ...teams to solve problems, and assist or teach other team members when...  ...experience building backend services and distributed systems. Experience... 
    Worldwide

    Crypto Pro Network

    New York, NY
    3 days ago
  • $120k - $135k

    Job Description Reporting to the Head of Financial Planning & Analysis, the Associate/AVP, FP&A is a corporate finance position primarily...  ...of related professional experience. Experience in financial services, preferably within asset management. CPA, CFA or MBA preferred... 
    Temporary work
    Work at office
    Shift work

    Antares Capital LP

    New York, NY
    2 days ago
  • Allstate invites entrepreneurial financial professionals to build their own practice with support from Allstate. You will meet clients face-to-face in a local...  ...have 2+ years of life insurance or financial services sales experience, state life/health licenses, FINRA... 
    Local area

    allstate

    New York, NY
    1 day ago
  • $125k - $150k

     ...Co. is an independent, full-service accounting and advisory firm...  ...join our Healthcare team and assist with the tax, consulting, and...  ...functions for our healthcare practice clients. This role is ideal for...  ...understanding of the unique financial and operational needs of healthcare... 
    Temporary work

    Current

    New York, NY
    18 hours ago
  •  ...modern banking, combining strong financial infrastructure with cutting-edge Banking-as-a-Service (BaaS) and fintech enablement...  ...our video here ! OVERVIEW As the Assistant Controller for the Coastal...  ...policies, procedures, and best practices. Own, maintain, and oversee the... 
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    GrabJobs

    New York, NY
    2 days ago
  •  ...leadership role is responsible for ensuring the integrity of financial reporting, overseeing complex accounting functions, and driving...  ...document, and maintain accounting policies, procedures, and best practices. Mentor, coach, and develop accounting team members while... 

    Foster McKay

    New York, NY
    1 day ago
  •  ...Assistant Controller Vancouver, BC or New York City Assistant Controller LayerZero...  ...in enabling this mission by building financial infrastructure that is accurate, scalable...  ...balance sheet accounting, and close best practices (CPA preferred, not required). ~ Comfortable... 

    Layer Zero Labs LLC

    New York, NY
    1 day ago
  • $130k - $150k

     ...Karbone Inc. is an award‑winning financial services platform for renewable energy and decarbonization markets. Since 2008, we have offered...  ...options to help them succeed in the new energy transition. Assistant Controller will play a critical role in supporting Karbone’s... 
    Full time

    Karbone

    New York, NY
    3 days ago
  • $125k - $145k

     ...Location: New York, NY, US Fitch Group is a leading, global financial information services provider that delivers vital credit and risk insights,...  ...and Fitch Solutions. Fitch Group is currently seeking an Assistant Controller, North America based out of our New York office... 
    Work at office
    3 days per week

    Fitch Group

    New York, NY
    18 hours ago
  •  ...Overview We are working on a high-priority Assistant Controller search with a well-established investment management platform in...  ...looking to step out of public accounting or elevate within financial services into a more holistic, business‑facing seat. Great opportunity... 

    Taylor Root

    New York, NY
    4 days ago
  • $75k - $85k

     ...message the job poster from Pratt Industries Job Summary The Assistant Controller will create timely and accurate reporting for the Plant...  ...of forecasts. Significant role in month-end closing and financial reporting process, including account analysis - prime materials... 
    Full time
    Relocation
    Weekend work

    Pratt Industries

    New York, NY
    4 days ago
  •  ...Assistant Controller Imprint helps the world's best brands grow the lifetime value of...  ...and our brand partners to offer powerful financial products without becoming a bank. In the...  ...accounting firms serving regulated financial services industries Big Four background... 
    Flexible hours

    Imprint Content

    New York, NY
    2 days ago
  •  ...Assistant Controller plays a critical role in supporting the Controller and Finance leadership...  ...operations, ensuring compliance with financial regulations, and maintaining accurate...  ...mentor junior accounting staff. Promote best practices and continuous improvement in financial... 

    CompoSecure

    New York, NY
    3 days ago
  • $150k - $170k

     ...About the Role We're hiring an Assistant Controller to help build the foundation of...  ...processes, strengthen controls, and ensure financial data flows accurately across the...  ...into solutions that help them succeed in practice. We earn trust through consistent delivery... 
    Temporary work
    Work at office
    Flexible hours
    3 days per week

    exacare ai

    New York, NY
    2 days ago
  • $185k - $225k

     ...Assistant Finance Controller We are currently recruiting on a corporate accounting opportunity seeking to hire a temporary consultant...  ...quality workpapers. Partner with cross-functional teams to enhance financial reporting processes and improve accounting operations. Prepare... 
    Temporary work
    Work at office

    Northbound Search

    New York, NY
    2 days ago
  • $150k - $185k

     ...Opportunity Fund is an unparalleled financial support system that provides...  ...to VP, Controller, the Assistant Controller serves as a key...  ...from origination through servicing. This position plays a central...  ...evaluates policies, procedures, and practices and proposes ways to... 
    Remote work
    Flexible hours

    Accion Opportunity Fund

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Practice Assistant - Financial Services. Be the first to apply!