Private Client Legal Administrative Assistant- 3605953
$90k - $110kAMS Staffing, Inc.
Location Boston, MA 02210 Compensation & Benefits Salary: $90K-$110K annually Benefits: AWESOME benefits package Referral Bonus: $500 referral fee paid if your referral is hired Work Environment Term: Permanent / Full-time Schedule: Hybrid (2 days work-from-home) Responsibilities Serve as the right-hand to attorneys in the administration of their Private Client practices and client service. Manage information flow to organize, prioritize, and address internal and external requests. Proactively assist attorneys with practice management, including calendaring, conflict checks, and communications. Monitor and manage attorney calendars and diaries for time-keeping. Draft, format, proofread, and edit legal documents, PowerPoint presentations, and Excel spreadsheets. Assist with time entry and client billing processes. Coordinate logistics for meetings, events, and signings. Handle travel arrangements for conferences and out-of-town meetings. Reconcile expenses, coordinate reimbursements, and submit invoices. Track business development activities and follow-up actions. Build productive relationships with firm members and vendors. Manage correspondence and legal documentation filing and retrieval. Arrange service of process, hand-deliveries, and conference calls. Facilitate communication between partners, associates, paralegals, and firm personnel. Qualifications Experience: 8-10 years of prior administrative, legal, or executive assistant experience required. Specialization: Private Client or Trust and Estates experience is REQUIRED. Education: BA/BS degree preferred, but not required. Technical Skills: Expertise in Microsoft Word (styles), Outlook, PowerPoint, and Excel. Comprehensive understanding of PDF functions (Kofax, Adobe). #J-18808-Ljbffr AMS Staffing, Inc.
$90k - $110k
...Job Description Job Description Job Title: Private Client Legal Administrative Assistant Location: Boston MA 02210 Salary/Payrate: $90K-$110K annually and AWESOME benefits!!! Work Environment: Hybrid (2 days WFH) Term: Permanent / Fulltime Bachelor’...Private clientPermanent employmentFull timePrivate practiceWork from home$40 - $43 per hour
Title: Legal Administrative Assistant (Estate Group) Type: Permanent Location: Boston (Onsite 4 days, one... .... Work closely with attorneys and clients, managing multitasking and complex document... ..., preferably in Trust and Estate, Private Client, or Family Office....Private clientHourly payPermanent employment$45k - $110k
...Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years...Private client- ...Paralegal / Legal Administrative Assistant A law firm is seeking an experienced Paralegal / Legal Administrative Assistant to join their team... ...performing firm that works with high-profile and high-net-worth clients. The ideal candidate will be detail-oriented, organized,...Suggested
$85k - $95k
...team serving high-net-worth clients | most competitive benefits and... ...for delivering sophisticated legal counsel to closely held... ...sophisticated estate planning, trust administration, and wealth transfer... ...members as needed. Occasionally assist at the reception desk during...SuggestedTemporary workWork at officeLocal area$115k
Citizens is seeking a Client Relations Associate in Boston, MA to provide unparalleled relationship support within our Private Banking division. Candidates will manage a portfolio of high-net-worth clients, ensuring personalized service and proactive communication. Responsibilities...Private client- Citizens Bank is seeking a Client Relations Associate in Boston, MA, to support high-net-worth clients within our Private Banking division. In this role, you'll provide personalized service, manage client communications, and coordinate exclusive events. Candidates should...Private client
$125k - $200k
...worth and ultra-high-net-worth clients. Responsibilities Develop,... ...planning needs Collaborate with the Private Client team on client... ...solutions for new client offerings Assist in creating marketing content,... ...estate structures and related legal documents Experience with RightCapital...Private client- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...Private client
- CBIZ in Boston is seeking a Senior Accountant to manage client relationships and deliver quality engagement services. This position requires substanial experience in public accounting and an active CPA certification. The ideal candidate should demonstrate strong leadership...Private client
$125k - $150k
Dormont Manufacturing Co. in Boston is seeking a highly skilled professional to manage client relationships and provide administration for high net worth families and family offices. The ideal candidate will have a strong background in fiduciary accounts and demonstrate...Private client$225k - $250k
Nixon Peabody LLP in Boston, MA, is seeking an Associate with 2-3 years of experience to join the Private Clients Practice Group. The ideal candidate will represent high net worth individuals and have experience in estate, income, and gift tax planning. The position offers...Private clientPrivate practice- Bank of America is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within Boston, Massachusetts. The role entails driving new investment business and collaborating with internal teams to enhance...Private client
- Citizens is looking for a dedicated professional to join our team in Cambridge, MA, as we expand our services to affluent clients. The position involves onboarding clients, providing personalized financial strategies, and maintaining relationships through proactive communication...Private client
$73k - $95k
...Our client, a highly regarded global law firm with offices across North America,... ...Latin America, is seeking an experienced Legal Administrative Assistant to join its Boston office. This is an... ...0 companies, financial institutions, private equity sponsors, emerging companies,...Work at officeRemote work$250k - $300k
Nixon Peabody LLP is seeking a mid-level associate for its Private Clients Practice Group in Boston, MA. Candidates should have approximately 3-5 years of experience in estate planning for high net worth clients, including estate, income, and gift tax planning matters....Private clientPrivate practice- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team. This role requires a minimum of 5 years of experience in international tax and estate planning, specifically advising...Private client
- KLR, a leading CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering...Private clientFlexible hours
$106.06k - $159.14k
...leading tax and advisory firm in Boston, Massachusetts, is seeking a Tax Manager to oversee tax compliance and planning services for clients. The role requires at least 5 years of experience in tax compliance, along with CPA or JD credentials. The firm emphasizes client...Private clientFlexible hours- C010 Cherry Bekaert Advisory LLC in Boston is seeking an accomplished tax partner for their Private Client Services team. This leadership role involves guiding high-net-worth individuals and business owners through comprehensive tax planning and advisory services, ensuring...Private client
$69.5k - $100.8k
...lawyers and professionals serving clients in major centers of business,... ...areas, including asset management, private equity, M&A, finance, real... ...opportunity employer. Overview The Administrative Resource Center Legal Administrative Assistant provides administrative support...- BDO USA is seeking a Tax Experienced Senior in Boston to provide tax compliance and consulting services for high net-worth clients. The ideal candidate will leverage their educational background and professional skills to meet client needs effectively. Responsibilities...Private client
- Brown Advisory Incorporated in Boston is seeking a skilled administration and client service professional to support high net worth families and family offices. The ideal candidate will have at least ten years of experience, a Bachelor's degree, and possess strong client...Private client
- A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships. The successful candidate will provide exceptional service, conduct in-person meetings, and network to generate leads....Private client
$83k - $104k
Citizens is seeking a skilled professional in Boston to acquire and onboard new affluent clients into a Book of Business. The role requires 3-5 years of experience in banking or wealth management, with the ability to grow investments through personalized financial planning...Private clientFlexible hours$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...Private client- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...Private client
$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and...Private client$115k - $160k
...individuals. The role involves supervising and mentoring team members in a collaborative environment, while also providing expert advice to clients on complex international tax matters. Candidates should have a bachelor's degree in accounting, relevant CPA or JD certification,...Private clientRemote job- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will...Private client
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