Private Wealth Legal Support Specialist

Job Description

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.

Our top Am Law client, a global law firm with locations across the world in 15 countries, has an exciting employment opportunity for you. They offer competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment.

Join their Private Wealth Services Team as a Legal Support Specialist located in their Fort Lauderdale Office.

They are seeking a highly skilled professional who thrives in a fast-paced, deadline-driven environment. The ideal candidate possesses strong problem-solving and decision-making abilities, ensuring efficiency and accuracy in every task. With a dedicated work ethic and a can-do attitude, you will take initiative and approach challenges with confidence and resilience. Excellent communication skills are essential for collaborating effectively across teams and delivering exceptional client service. With a client-focused mindset and an initiative-taking approach, you will play a critical role in driving success, anticipating needs, and providing strategic solutions. If you are someone who demonstrate initiatives, adaptability, and innovation, we invite you to join our team.

Position Summary:

The Private Wealth Services Legal Support Specialist will assist paralegals and attorneys in Private Wealth Services department. Must perform in an organized, efficient manner, and be willing to support the department with general administrative duties and special projects as needed. Candidate should also be flexible to work overtime as needed.

Key Responsibilities:

• Assists with attorney work involved with tax and estate planning and post-mortem trust and estate

• Open matters, responds to incoming and potential clients, and liaise between client and attorney

• Assists paralegal and attorney in preparing filings related to probate administration

• Attends meetings with clients to execute and notarize estate planning documents, prepares the same for vault storage, and creates funding memo and estate planning binders

• Completes administrative duties, including but not limited to submitting expense and invoice requests, arranging meetings with clients, finalizing estate planning documents for execution, and maintaining and updating client status

• Assists with other department activities as needed, and performs additional duties and responsibilities as

Qualifications:

Skills & Competencies

• Skilled in handling administrative tasks such as attorney time entry, travel arrangements and processing invoices and expenses

• High attention to detail, outstanding organizational skills and the ability to manage time effectively

• Excellent interpersonal and communication skills (oral and written), professional demeanor and presentation

• Ability to collaborate well in a team

• Recognize confidential, sensitive, and proprietary information and maintain such information as confidential

• Demonstrates professionalism, technical proficiency and the ability to handle multiple priorities and work in an organized efficient manner

• Position also requires the ability to work under pressure to meet strict deadlines

Education & Prior Experience

• Bachelor’s Degree or equivalent experience is preferred

• 4 years of experience within a law firm

Technology

• Computer proficiency in Microsoft Office Suite applications including Word, PowerPoint, Excel and Outlook, as well as document management and other office technologies

• Experience with iManage