Legal Secretary | Tax And Wealth Planning | 147036 - Miami - Mission Recruiting

4 days ago

Full time

Description

Job Description

A well-established Trusts & Estates team is seeking a Client Service Specialist (CSS) to provide high-level administrative and legal support to attorneys. This role is ideal for a proactive professional who thrives in a fast-paced, detail-oriented environment and values client service excellence.

Key Responsibilities:

Serve as the primary point of contact for client inquiries, screening calls, and scheduling meetings.
Assist attorneys, paralegals, and clients to ensure seamless information management and workflow.
Handle document preparation, formatting, and proofing with accuracy and attention to detail.
Manage attorney calendars, tax-related deadlines, and client travel arrangements.
Facilitate new business intake, including matter openings, conflict reviews, and maintaining client files.
Coordinate electronic filings and court submissions as needed.
Work proactively with legal team assistants and internal resources to complete tasks efficiently.
Maintain strict confidentiality while upholding firm policies and procedures.

Qualifications:

Associate's Degree preferred; Bachelor's Degree a plus.
3+ years of legal administrative experience in a law firm or corporate legal department.
Trusts & Estates experience preferred.
Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment.
Exceptional verbal and written communication skills with a professional demeanor.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Typing speed of 60 WPM or higher.
Familiarity with court filings, tax deadlines, and administrative procedures.

Why Join Us?

Work in a highly respected Trusts & Estates practice with a deep client base.
Diverse and meaningful workload with opportunities for growth.
Competitive salary and benefits package.
Collaborative and team-oriented environment.

If you are a skilled legal administrative professional looking to support a thriving Trusts & Estates practice, apply today

Wealth Planning Associate
6 hours ago

People Placers Staffing Miami

Job Description: · Associate Attorney · Practice Area: · Wealth Planning · Location: · Miami/Fort Lauderdale/West Palm Beach (hybrid/onsite) · Key Responsibilities: · Rendering sophisticated estate planning advisory services to high-net-worth individuals and families. · Formulati ...
BBVA GWA Wealth Planning Strategist
1 week ago

BBVA Global Wealth Advisors Miami

Wealth Planning Strategist · Job Description · We are seeking a talented and motivated individual to provide exceptional wealth planning services to clients of BBVA Global Wealth Advisors' team. If you have an entrepreneurial mindset and are looking to challenge yourself, BBVA GW ...
Wealth Planner
1 week ago

City National Bank Miami

Wealth PlannerJob SummaryThe Wealth Planner is responsible for assessing clients' financial goals and developing tailored strategies to achieve financial security and success. This includes evaluating clients' needs for estate planning, wealth transition, and long-term financial ...
Vice President of Finance
4 days ago

FISD Miami

Morgan Stanley Wealth Management is a global leader in providing financial services to individuals, businesses and institutions. Our team of experts offers access to a wide range of products and services including brokerage and investment advisory services, financial and wealth p ...
Private Wealth Advisor Senior
5 days ago

City National Bank Miami

Private Wealth Advisor Senior · The Private Wealth Advisor Senior is a senior role responsible for consulting with current and prospective clients to identify and meet their financial goals. This includes providing wealth advisory and investment management solutions, including fi ...
Senior Wealth Advisor SAFE Act
4 days ago

Citigroup Inc Miami

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
Wealth Strategist/Financial Planner
1 week ago

United Community Bank Miami

Job Summary · The Wealth Strategist is responsible for developing comprehensive wealth plans and providing personalized financial advice to high-net-worth (HNW) clients. This role involves guiding clients on various financial topics to help them achieve their financial objectives ...
VP/Director, Global Families Institute
1 week ago

AllianceBernstein Miami Full time

Job Summary · The Vice President/Director will collaborate with Bernstein's Wealth Strategies Research group analysts and senior investment professionals to develop customized solutions for clients. This individual will lead the support and expansion of the cross-border private w ...
Candidate #1009 Senior Private Wealth Advisor/Senior Vice President
5 days ago

Eliteprofitpath Miami

Director of Private Banking and Wealth Management · An exceptionally accomplished and fervent Director of Private Banking and Wealth Management with over 20 years of demonstrated success in new business development, increasing competitive market share, and leading business manage ...
Financial Advisor-Coral Gables/Miami Beach, FL
1 week ago

TD Bank, N.A. Miami Beach Full time

Description: The Transitional Financial Advisor (TFA) role is a three-year program. It's for financial advisors or planners who will sell investment management solutions and provide financial planning guidance. · A Transitional FA will need to leverage their experience to service ...
Wealth Management Advisor
1 week ago

Gamma Int'l Bank / Gamma Asset Management / Gamma Securities Miami, FL

GAMMA Asset Management · Job Requisition: · Wealth Investment Advisor · Experience Level: 3+ Years · Location: South Florida / Miami · Company Overview: · GAMMA has been built by a group of individuals that have extensive experience working in the financial services industry. By ...
Private Banker
1 week ago

Pacifica Continental Miami

Private Banker · Location: Miami, FL · A prestigious international financial institution in Miami seeks a Private Banker to leverage expertise in private banking, business development, and relationship management within the Latin American market. This role is ideal for a driven p ...
Associate Financial Planner
1 week ago

Wealth Enhancement Group Miami

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that ...
Benefits Team Leader
1 day ago

ADP Miami

Job Title: Benefits Market Team Leader · We are seeking a highly skilled and experienced leader to join our team as a Benefits Market Team Leader. · About the Role · The successful candidate will be responsible for providing day-to-day leadership and guidance to our Market Benefi ...
Wealth Issue Management
21 hours ago

Citibank Miami

Brief Description of the Organization and Role: · Wealth is an integration of Citi Private Bank and the Consumer Wealth organization into a single platform enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi's industry leading capabilities to supp ...
Wealth Advisor
1 day ago

Glades Talent Miami Full time

Job Description · Job Description · Glades Talent is representing an Registered Investment Advisor firm, looking for a talented Producer/Wealth Advisor interested in joining their team. This role is 100% remote. · About Us: · At Divergent Capital Asset Management, our mission is ...
Attorney - International Estate Planning Associate / Senior Associate
2 hours ago

Avantis Resources Miami

Job Title: International Estate Planning Associate or Senior Associate · The Ayatollah of Tax Planning is seeking a highly skilled professional to join their team. With a minimum of 4 years of experience in cross-border tax planning, the ideal candidate will have a strong backgro ...
Senior Vice President, Financial Advisor
2 hours ago

UBS Financial Services Inc Miami

Senior Vice President, Financial Advisor · Wealth Management for Ultra-High Net Worth Clients · Provide comprehensive wealth management advice to international clients in Latin America. · Key Responsibilities: · Counsel high net worth individuals on investment strategies and fina ...
Private Banker
5 days ago

Pacifica Continental Miami

Private Banker Position at a Prestigious International Financial Institution in Miami · The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. · This role is ide ...
Latin America Private Bank
1 week ago

JPMorgan Chase Bank, N.A. Miami

We are seeking talented individuals to provide a first-class experience to clients within J.P. Morgan's Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working along ...