Administrative/Legal Assistant for Family Office and Foundation - Part time
Beautiful Birmingham Office-- Law Firm/Legal experience a plus
$32-35/hour
Responsibilities:
- General administrative support for the office.
- Assists with preparation of legal documents and maintenance of files (electronic & paper), including various legal entities.
- Tracks recurring events/meetings/tasks and follows up to ensure efficient completion by deadlines.
- Receives and distributes incoming mail and prepares outbound mail via USPS and other carriers.
- Maintains historical records by filing documents.
- Maintains, replenishes and inventories office supplies and equipment.
- Assists Business Operations Assistant and Sr. Accountant with administrative tasks related to AP & AR & bank deposits (accounting experience not required).
- Answers and screens phone calls and greets guests, and related receptionist duties
- Administers medical, dental, optical, Medicare, COBRA benefits and ensures compliance with required notices.
- Maintains compliance with all entity annual reports.
- Schedules meetings & arranges occasional travel.
- Foundation-related administrative support, including grants processing administration and periodic newsletter preparation/distribution.
- Hospitality – orders & serves lunches, catering for meetings (infrequent) and associated clean up, maintains kitchen area cleanliness.
- Thorough knowledge of and compliance with company policies and procedures.
- Other duties as assigned.
Work Hours & Benefits:
- This is a part-time position of 20 hours per week. Work hours are TBD and require some flexibility.
- Paid PTO – 5 days within first 12 months, 8 days annually in subsequent years.
- Simple IRA with employer match up to 3%.
- The company recognizes 8 holidays annually (pro-rated for 20-hour week)
Qualifications/Skills:
- Absolute discretion, tact, and confidentiality on all matters relating to family and office
- Sound judgment and initiative
- Excellent attention to detail
- Excellent written and verbal communication skills
- High proficiency in grammar and spelling
- PC proficiency & Experience with MS Office
- Strong client service skills
- General math & data entry skills
- Positive outlook and demeanor, team-oriented attitude
- Dedicated team player
Education, Experience:
- Advanced degree preferred
- Previous experience working in law firm or with legal documents
- Preference to candidates with previous experience working in family office setting
Please email resume to : ben@harperjobs.com
Ben Schwartz | President | Harper Associates
Direct: (248) 737-0431 | Fax (888) 737-8525
ben@harperjobs.com | www.harperjobs.com