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
- ...OpportunityA law firm is seeking an experienced Paralegal / Legal Administrative Assistant to join their team on a direct hire basis. This is a... ...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... ...sophisticated client base. You’ll assist multiple attorneys in managing...SuggestedTemporary workWork at officeLocal areaFlexible hours$180k - $230k
DescriptionOur client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families... ...on delivering thoughtful legal counsel across estate planning, trust and estate administration, tax-sensitive wealth...Private clientPrivate practiceRemote work$155k - $190k
...Daley And Associates, LLC in Boston is seeking a Senior Tax Manager to lead the Private Client Services for high-net-worth individuals, families, trusts, estates, and fiduciary matters. The base salary range is $155K–$190K with a flexible hybrid schedule. The role offers...Private clientSummer workFlexible hours- ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets...Private clientWork at office
- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...Private client
- ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets...Private clientWork at office
$190k - $260k
...largest and most sophisticated private wealth practices. We work... ..., high-caliber culture and a client base of high-net-worth individuals... ..., wealth transfer, and trust administration matters for a high-caliber... ...which are available at jobot.com/legal. By applying for this job,...Private clientPrivate practiceWork at officeLocal area- ...Cambridge Associates LLC in Boston seeks a Managing Director to lead a private client investment team, overseeing portfolios and client engagement. This role involves direct interaction with family offices and high-net-worth clients to drive strategy, performance, and...Private client
$100k
...as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The... ..., family forming, and hormonal health assistance, and back-up child, adult, and elder careType...Private clientWork at officeLocal areaRemote work- 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
- ...experience in sophisticated estate planning and trust/estate administration. You will advise high-net-worth individuals, families, and... ...writing and drafting skills, solid academic credentials, and a track record in a private client practice are required. #J-18808-Ljbffr JobotPrivate clientPrivate practiceWork at office
- ...reach your goals.EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are... ...which include consulting, compliance, and tax planning services.Assisting with and managing IRS and state audits as well as responses to...Private clientTemporary workLocal area
- EisnerAmper seeks a Senior Tax Manager for Private Client Services (PCS) based in Westwood, MA. You will lead preparation and review of federal and multi-state returns for high-net-worth individuals and their families, while guiding tax planning and client service. Collaboration...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- 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
$225k - $325k
...SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison... ...between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship...Private clientFull timeWork at office$146k - $200k
...tax and consulting services to business clients with pass through entities and to their... ...and actual time incurred vs. budget with assistance of SeniorTimely billing including management... ...experience and/or public accounting, private industry accounting or consulting/...Private clientWork at office- 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
- Henley & Partners is seeking a Private Client Advisor in Boston to convert leads into client cases, deliver premier onboarding, and provide world-class residency and citizenship advisory services. You will engage with high-net-worth individuals, expand the client base,...Private client
$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
- Jobot, a Boston-based private client practice, seeks an experienced trusts and estates attorney to manage sophisticated estate planning for high-net-worth individuals and closely held entities. You will draft complex plans, administer estates and trusts under Massachusetts...Private clientPrivate practice
- ## Investment Managing Director, Private ClientsApplylocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition... ...& foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate...Private clientWork at officeLocal areaWorldwide
$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- Brown & Brown, Inc. in Boston is seeking a Senior Private Client Relationship Manager to join our Private Client team. You will serve as a trusted advisor to high-net-worth individuals and families, delivering tailored insurance solutions and proactive service. You will...Private client
- 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
- ...certification, a bachelor's degree in taxation or accounting, and over 12 years of relevant experience. They should be skilled in client communication and knowledgeable in tax compliance. Benefits include medical insurance and a 401(k) plan. #J-18808-Ljbffr EisnerAmper...Private client
- 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
$80k - $110k
...contribute to a consistent, client-focused operation. Why Join Us... ...a stable and well-supported legal team in Boston. You will work... ...off. Responsibilities Provide administrative and legal support to attorneys... ...manage travel arrangements Assist with billing processes, including...Work at officeLocal area
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