Description We are offering an exciting opportunity for a Legal Support professional in the private wealth management space, based in Washington, District of Columbia. The role involves providing critical assistance to a firm partner, with a focus on estate planning for high-net-worth families. This position requires a high level of organization and attention to detail in a fast-paced environment. Individuals with experience supporting at the C-Suite level are highly encouraged to apply.Responsibilities: Provide comprehensive support to a firm partner, ensuring smooth operation of all related activities. Utilize knowledge of Trusts and Estates, Estate Planning, and Estate Law to assist in wealth management. Coordinate detailed travel arrangements, both internally and externally, ensuring all aspects are handled efficiently. Manage scheduling of meetings for clients to review documents for signing, ensuring all parties are adequately prepared. Track caseloads using Microsoft Teams Planner, ensuring all information is up-to-date and easily accessible. Assist attorneys in managing high net worth matters, providing necessary support as required. Handle expense reporting, ensuring all costs are accurately recorded and reported. Utilize case management software to manage and monitor customer accounts effectively. Support executives in a high-volume, fast-paced capacity, demonstrating excellent time management and multitasking abilities. Use skills in Private Wealth Management to provide valuable insights and contribute to the team's success.Requirements A minimum of 3 years of experience supporting a Managing Partner or C-Suite Ideally has past experience in Trusts and Estates, Estate Planning, and Estate Law or administratively supporting projects pertaining to high-net-worth accounting matters Capability to arrange and coordinate travel Experience in supporting C-Suite executives Background in Private Wealth Management Proven ability to assist attorneys in various tasks Familiarity with Expense Reporting practices and Billing Experience in Case Management and usage of Case Management Software.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
