Job Description

Job Details:

Paralegal / Executive Assistant
Ambler, PA
75,000-100,000

Role:
As an Executive Assistant / Paralegal, this individual will be supporting multiple C-level Suite Executives. This would include day to day calendar management, travel schedules, meetings and events, supporting communications, be a part of different initiatives, project / task management, be the first line of defense, review and proof read materials, and be the liaison for collaboration between all the executives. This person will also be reviewing emails, documents, non disclosure agreements, contracts, and acting as a paralegal from time to time. 

Responsibilities:

• Calendar Management: Manage and organize calendars to include scheduling meetings, conference calls, events, and appointments. Engage directly with internal and external parties to coordinate schedules. Anticipate and resolve scheduling conflicts and proactively communicate changes.
• Communication and Correspondence : Work alongside the C-suite to manage emails and prioritize associated requests. Draft and proofread emails, letters, memos, reports, and other documents. Transcribe dictations describing business travel, meetings, and events. Keep the Principal and CFO apprised of time-sensitive, priority issues and ensure timely responses. Maintain confidentiality and professionalism in all communications.
• Paralegal: Customize contracts, non disclosure agreements, legal documents, etc. Create Non Disclosure - identify the parties, define the scope, outline obligations, note exclusions, and set the terms, consequences, and purpose Create Pitch Decks - target team, target markets, competition, business plans, financials, etc.

• Travel Arrangements: Oversee travel planning – schedule flights, arrange ground transportation, book accommodations, and make other reservations. Create detailed travel itineraries. Anticipate and address travel-related needs. Complete required documentation when traveling internationally. Coordinate any changes in travel schedule with relevant parties. Monitor and optimize travel expenses.
• Meeting Facilitation : Prepare meetings – construct agendas, aggregate materials, and coordinate attendee schedules. Attend meetings and draft minutes upon request. Visit with Principal and CFO after meetings to schedule follow-up meetings and complete requests.
• Financial Support : Assist with certain financial activities – receipt tracking, expense reporting, and invoice processing. Performing basic bookkeeping duties as a backup. Work with the accounting and finance team to obtain and/or produce certain financial information and reports. Support various financial projects to include tracking deadlines and deliverables.

Qualifications:

• Bachelor's degree is required
• Prior experience as an Executive Assistant, preferably within a family office, asset management firm, advisory firm, or similar environment
• Exceptional organizational and time management skills, with the ability to prioritize effectively
• Flexibility and adaptability to work in a fast-paced, demanding environment
• Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook) and familiar with (or the willingness to learn) other office management tools/software

Perks:

• Permanent full-time position 
• Base Salary,
• Bonus potential - 10%
• Medical/dental/vision
• Paid time off
• Paid holidays
• 401K match
• Insurance
• Growth potential that is unlimited.

Working Conditions:
This is an in-office position with some flexibility.

Apply:

To be considered for this opening, please apply to KK@libertyjobs.com

Please also add me on LinkedIn -

Kris Kieres
Liberty Personnel Services
484-238-1976
kk@libertyjobs.com

Industry

Financial Services

Employment type
Full-time

Experience

Associate, Senior Associate

Job Function:
Administration, Assistant, Executive Assistant, Paralegal

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#associate
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