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 Schwartz | President | Harper Associates Direct: | Fax |
