What are the responsibilities and job description for the Legal Administrative Assistant position at Forrest Solutions?
Job Title: Administrative Assistant – Wealth Management Firm
Location: Las Vegas, NV (On-Site)
Pay Range: $26–$27/hour
About the Firm:
We are a boutique accounting and law firm led by a dual CPA and JD professional, specializing in wealth management. Our services encompass tax strategies, estate planning, and probate work, tailored to help clients manage and preserve their assets. Operating in a highly organized and structured environment, the firm values precision and exceptional service.
Position Overview:
We are seeking a detail-oriented and process-driven Administrative Assistant to support the firm’s operations. This individual will play a critical role in managing administrative tasks, organizing client files, and assisting with trust and estate work, including basic drafting. The ideal candidate thrives in a structured environment, values organization, and is committed to delivering exceptional support.
Key Responsibilities:
- Provide administrative support, including managing calendars, scheduling appointments, and handling correspondence.
- Assist with trust and estate planning tasks, including drafting basic documents and assembling client files.
- Maintain and follow established protocols for naming, organizing, and saving documents in digital and physical formats.
- Conduct basic research and compile information for tax, probate, and estate planning matters.
- Ensure compliance with deadlines by tracking tasks and managing workflows.
- Serve as the first point of contact for clients, providing a professional and welcoming experience.
- Uphold confidentiality and ensure sensitive information is handled appropriately.
Qualifications:
- Previous experience in administrative support within a legal, accounting, or wealth management setting.
- Familiarity with probate and trust and estate work; basic drafting skills are required.
- Highly organized with exceptional attention to detail and the ability to follow precise processes.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and document management systems.
- Strong written and verbal communication skills.
- Ability to work independently while collaborating effectively within a small team.
- A positive attitude and willingness to learn new tools and systems.
Why Join Us?
- Work closely with a highly organized and supportive team in a boutique firm environment.
- Gain exposure to a broad range of wealth management services, including tax and estate planning.
- Competitive hourly pay and the opportunity to contribute meaningfully to a growing firm.
Salary : $26 - $27
