Wealth Transfer Group Administrative Assistant -

About us:

We are a boutique trusts and estate planning and Wealth Transfer law firm, recognized for its Wealth Transfer and Private Client Group representing individuals and families with domestic and global assets. The Firm is focused on community, seeking those who are kind, passionate, and collaborative. The Firm was named one of the “10 great places to work” by New York Enterprise Report, as well as a finalist for the international “Boutique Firm of the Year” for two out of the last five years by the Society of Trust and Estate Practitioners. Please visit our website at www.mcmanuslegal.com

This position is a wonderful opportunity for personal and professional growth in an enjoyable and dynamic work environment.

This is a full-time position. Benefits include fully paid medical benefits, 2-weeks paid vacation after the first year, summer hours providing early closings on Fridays and a company-wide 10-day office closure at year-end for holidays.

Responsibilities:

• Managing the calendars of the Wealth Transfer Specialists, Associate Attorneys, and Practice Group Heads

• Monitoring emails, calls, and voicemails and responding to inquiries or directing individuals to the correct party (when applicable)

• Scheduling meetings and following up with clients

• Intake for new client consultations

• Printing, copying, and scanning documents

• Preparation and delivery of correspondence

• Invoice delivery and processing payments

• Utilizing Federal Express and the United States Postal Service for document delivery

• Taking detailed meeting notes

• Assisting with various long-term projects for the firm

Qualifications:

• A Bachelor's degree in a related field, or 2 years' experience, or equivalent combination of education and experience.

• Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.).

• Familiarity with the use of Federal Express and the United States Postal Service for shipping.

• Strong written and verbal communication skills; demonstrated ability to interact with high-net worth individuals and other professional advisors.

• Strong analytical and problem-solving skills.

Job Type: Full-time

Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Day shift

Education:

• Bachelor's (Preferred)

Ability to Commute:

• New Providence, NJ 07974 (Preferred)

Work Location: In person