Adams & Martin Group
Legal Practice Assistant Private Wealth (Estate Planning)
Adams & Martin Group, Miami, Florida, us, 33222
Job Description
This role is ideal for a detail-oriented professional looking to contribute to a dynamic and growing environment. The successful candidate will support various aspects of private wealth management, ensuring seamless operations and exceptional client service.
Key Responsibilities:
Assist in the preparation and processing of client documentation and reports. Coordinate appointments and meetings for the wealth management team. Maintain and update client records, ensuring accuracy and confidentiality. Communicate effectively with clients to address inquiries and provide information. Support the team with administrative tasks and special projects as needed. Facilitate communication between clients and the wealth management team to ensure client satisfaction. Assist in organizing client events and seminars. Qualifications:
Bachelor's Degree required. Strong organizational skills and attention to detail. Excellent written and verbal communication skills. Ability to multitask and manage time effectively in a fast-paced environment. Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
Required Hours:
Monday through Friday, 9:00 AM - 5:30 PM.
Additional Details:
This opportunity is an excellent fit for a motivated individual seeking to advance their career in the private wealth sector.
For consideration, please remit your resume to jsilva(@)adamsmartingroup.com.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Job Reference: JN -082025-403824
This role is ideal for a detail-oriented professional looking to contribute to a dynamic and growing environment. The successful candidate will support various aspects of private wealth management, ensuring seamless operations and exceptional client service.
Key Responsibilities:
Assist in the preparation and processing of client documentation and reports. Coordinate appointments and meetings for the wealth management team. Maintain and update client records, ensuring accuracy and confidentiality. Communicate effectively with clients to address inquiries and provide information. Support the team with administrative tasks and special projects as needed. Facilitate communication between clients and the wealth management team to ensure client satisfaction. Assist in organizing client events and seminars. Qualifications:
Bachelor's Degree required. Strong organizational skills and attention to detail. Excellent written and verbal communication skills. Ability to multitask and manage time effectively in a fast-paced environment. Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
Required Hours:
Monday through Friday, 9:00 AM - 5:30 PM.
Additional Details:
This opportunity is an excellent fit for a motivated individual seeking to advance their career in the private wealth sector.
For consideration, please remit your resume to jsilva(@)adamsmartingroup.com.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Job Reference: JN -082025-403824