estate planning assistant

SHAHEEN & GORDON, P.A.

<div><h4 class="jobSectionHeader">Estate Planning Legal Assistant &ndash; Full-time</h4>
Shaheen &amp; Gordon, P.A. is seeking an energetic and detail-oriented full-time Legal Assistant to join our Estate Planning and Probate Administration practice group in the Manchester, NH office. To be successful in this role the candidate must demonstrate the ability to work as a member of a team, prioritize tasks, have experience in estate planning/probate law, and be able to work independently.
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Duties include, but not limited to:</h4><ul><li>
Conducting conflict checks</li><li>
Contacting potential new clients</li><li>
Scheduling appointments and meetings for Attorneys, as needed, and otherwise manage Attorney calendars</li><li>
Assisting with opening and closing of files</li><li>
Assisting with managing case database and status tracker</li><li>
Preparing documents needed for client appointments</li><li>
Preparing and organizing executed estate planning documents</li><li>
Drafting correspondence to clients, interested parties, and the Court</li><li>
Assisting with client invoices and billing</li><li>
Managing prior client requests for estate planning documents or files</li><li>
Receiving, scanning, and distributing incoming and outgoing mail correspondence</li><li>
Filing internal documents</li><li>
Providing general secretarial support to attorneys and paralegals</li><li>
Attending to other administrative tasks as assigned</li></ul><h4 class="jobSectionHeader">
Requirements:</h4><ul><li>
Minimum of 13 years&rsquo; experience in trusts and estates, or related fields is preferred</li><li>
Professional written and oral communication skills</li><li>
Strong computer skills in Microsoft Office, Outlook, Excel, Adobe, scanning and maintaining electronic files is a plus</li><li>
Attention to detail and proofreading skills</li><li>
Must have excellent administrative skills with the ability to multitask and prioritize tasks</li><li>
Professional and friendly attitude</li><li>
Excellent organizational skills</li><li>
Willingness to accept and incorporate constructive feedback</li><li>
Ability to selfdirect and work as a team</li></ul>
Shaheen &amp; Gordon is an Equal Opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy), gender identity or expression, national origin, citizenship, veteran status, age, physical or mental disability, genetic information, marital status, sexual orientation, or any other consideration made unlawful by applicable federal, state or local laws in all aspects of employment, including but not limited to recruitment, hiring, training, evaluation, transfer, promotion, discipline, compensation, termination, and layoff.

Shaheen &amp; Gordon presents a pleasant, supportive, challenging, non-smoking work environment. Salary commensurate with experience, with excellent benefits including health insurance, flexible spending account, and 401(k) with employer contribution. Please submit your cover letter and resume to careers@shaheengordon.com.

No phone calls or agencies please. EOE.
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About Shaheen &amp; Gordon, P.A.</h4>
It&rsquo;s different here. Shaheen &amp; Gordon is a full-service law firm with a commitment to excellence and a focus on community. A fixture of the New Hampshire legal community for over 40 years, the firm has expanded across Northern New England and all the way to Hawaii. We&rsquo;re proud to offer our clients personalized service that&rsquo;s backed by the combined experience of our large legal team. Since 1981, we&rsquo;ve grown to become a firm of 60+ experienced attorneys, but we&rsquo;ve never stopped offering our clients the individual attention that&rsquo;s allowed us&ndash;and them&ndash;to succeed. Shaheen &amp; Gordon is welcoming energetic, detail-orientated individuals who want to further their career in the legal field. We offer benefits including but not limited to medical, dental, vision, flexible spending account (FSA), dependent care account (DCA), vacation, sick and bereavement leave, and 401(k) with Employer Contribution.</div>

Estate Planning Legal Assistant

Dykema Gossett, pllc

Job Summary We are seeking a proactive and detail-oriented Administrative Support Assistant specializing in Estate Planning and Taxation to join our dynamic team. In this vital role, you will provide comprehensive administrative support to estate planning professionals and tax specialists, ensuring smooth daily operations. Your energetic approach and organizational skills will help streamline processes, manage client communications, and maintain accurate records. This position offers an exciting opportunity to contribute to a professional environment dedicated to precision, efficiency, and exceptional client service.Duties<ul><li>Manage front desk responsibilities including greeting visitors, answering multi-line phone systems, and providing excellent phone etiquette.</li><li>Handle calendar management and schedule appointments for estate planning attorneys and tax specialists with efficiency and professionalism.</li><li>Perform data entry and maintain meticulous filing systems for client records, legal documents, and financial information using Microsoft Office, Google Workspace, and QuickBooks.</li><li>Assist with bookkeeping tasks such as invoicing, expense tracking, and reconciling accounts to support office management activities.</li><li>Provide customer support by responding promptly to client inquiries via phone or email, ensuring a positive experience.</li><li>Support office management through clerical duties like proofreading documents, organizing files, and managing office supplies.</li><li>Coordinate with team members on administrative projects while maintaining high levels of organization and time management.</li></ul>Requirements<ul><li>Proven office experience with strong clerical skills and familiarity with office management procedures.</li><li>Proficiency in computer literacy including Microsoft Office Suite (Word, Excel, Outlook), Google Workspace applications, and QuickBooks accounting software.</li><li>Excellent organizational skills with the ability to multitask efficiently in a fast-paced environment.</li><li>Strong typing skills along with attention to detail for proofreading documents accurately.</li><li>Bilingual abilities are a plus to effectively communicate with diverse clients.</li><li>Experience handling multi-line phone systems and demonstrating excellent phone etiquette.</li><li>Knowledge of estate planning or taxation processes is desirable but not mandatory; training will be provided for the right candidate.</li><li>Personal assistant experience or calendar management skills are highly valued. Join us in a role that combines energetic support with detailed precision! We&rsquo;re committed to fostering a professional environment where your organizational talents help clients secure their future while advancing your career in estate planning and taxation support services.</li></ul>Benefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Administrative Support Assistant-Estate Planning& Taxation

Mysock, Chevaillier & Bolden, LLP

Tax &amp; estate law firm looking for an assistant to an attorney. This position will need to work with attorneys on estate planning, meeting with clients, organizing documents, organizing tax returns after completion, and handling client requests on a personal level. The position will also work with other assistants to handle phone calls, ordering office supplies, and coordinating office tasks between attorneys.The position requires the following skills:<ul><li>ability to multitask;</li><li>taking initiative on projects as needed;</li><li>familiarity with word and and excel;</li><li>patience when dealing with clients; and</li><li>strong people skills.</li></ul>Prior law firm experience is not a requirement but would be helpful in this environment.Job Type: Full-timePay: $43,000.00 - $46,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li></ul>Experience:<ul><li>Microsoft Office: 1 year (Preferred)</li><li>Customer Service: 1 year (Preferred)</li></ul>Work Location: In person

Administrative Assistant/Receptionist or paralegal experience

empire state

<div><ul><li>Applicants MUST submit a cover letter with resume to be considered.</li><li>This position will require in-office presence. Hybrid work schedules may be possible based on specific job duties and consistent with ESD policy.</li><li>Minorities, women, and individuals with disabilities are encouraged to apply. Please contact Human Resources if you require an accommodation.</li></ul> 
BASIC FUNCTION:
Reporting directly to the Senior Vice President of Real Estate Development and Planning, the Assistant Vice President of Real Estate and Finance will lead a diverse portfolio of statewide real estate transactions from community engagement and planning, environmental review and public approvals, transaction closing, and construction. The AVP will be responsible for leading financial and economic analysis for projects across the department&rsquo;s portfolio. 
WORK PERFORMED:<div><ul><li>
Develop financial models to evaluate various real estate development proposals and their financial value to New York State.</li><li>
Conduct financial and economic due diligence, including market comparables and assessment of key underwriting assumptions including hard and soft costs, financial returns, and interest rate inputs</li><li>
Evaluation of financing and real estate tax exemption structures.</li><li>
Execute real estate transactions including crafting term sheets and negotiating transactional documents such as ground leases, purchase and sale agreements, and PILOT payment structures.</li><li>
Manage public and private parties involved in project planning and design, securing entitlements, economic analysis, and real estate transactions. These parties may include landlords/landowners, developers, architects, urban planners, financial consultants, engineers, appraisers, title abstract companies, attorneys, environmental consultants, State and municipal agencies, and others.</li><li>
Lead the drafting of Request for Proposals for portfolio properties and manage the proposal evaluation and designation process.</li><li>
Interface with staff at NYS agencies as well as with local and county governments.</li><li>
Perform other duties as assigned.</li></ul></div> 
MINIMUM REQUIREMENTS:
Education Level: Bachelor&rsquo;s Degree required; graduate degree in real estate, urban planning, business, law, public policy, or related field preferred.
Relevant Experience required: 5+ years in at least one of the following fields: real estate, finance, economic development, affordable housing, urban planning, public administration or in a related demanding analytic environment preferred.
Knowledge required: Strong quantitative skills and financial underwriting, Excel proficiency is preferred; strong demonstrated written and oral communications and presentation skills; ability to 'set up the problem', manage projects against tight timelines, and work well in teams; ability to look at the big picture and search for insightful, creative solutions; ability to prioritize among competing needs and opportunities; enterprising and resourceful, organized and results oriented; energetic, pro-active, collaborative and strategic; knowledge of New York State and/or general issues relevant to economic development.</div>

AVP, Real Estate & Finance

St Louis Realty Partners

Job Summary We are seeking a dynamic and highly organized REALTOR EXECUTIVE ASSISTANT to support our top-performing real estate professionals. This role is essential in ensuring smooth daily operations, managing client relationships, and coordinating various administrative tasks with energy and precision. The ideal candidate will thrive in a fast-paced environment, demonstrating exceptional organizational skills, proactive communication, and a passion for real estate. Join us to be a vital part of a motivated team dedicated to delivering outstanding service and achieving success in the property market.Duties<ul><li>Provide comprehensive executive administrative support to REALTORS, including calendar management, appointment scheduling, and email correspondence.</li><li>Coordinate client meetings, property showings, open houses, and community events with enthusiasm and attention to detail.</li><li>Manage office operations efficiently by handling phone etiquette, multi-line phone systems, filing, data entry, and document proofreading.</li><li>Utilize tools like Microsoft Office, Google Workspace, and DocuSign to prepare contracts, reports, and marketing materials accurately and promptly.</li><li>Oversee bookkeeping tasks using QuickBooks and assist with personal assistant duties such as travel arrangements and personal errands for REALTORS.</li><li>Support project coordination efforts for marketing campaigns, listing presentations, and community outreach initiatives.</li><li>Maintain organized records of client files, transaction documents, and office supplies while ensuring confidentiality at all times.</li></ul>Qualifications<ul><li>Proven experience in administrative support roles within real estate or related fields; personal assistant or office management experience is highly valued.</li><li>Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google Workspace applications, QuickBooks, and transcription tools.</li><li>Excellent organizational skills with the ability to multitask efficiently in a fast-paced environment.</li><li>Exceptional communication skills with professional phone etiquette and customer service orientation.</li><li>Demonstrated ability to handle data entry accurately, proofread documents meticulously, and perform clerical tasks seamlessly.</li><li>Experience with event planning, project coordination, bookkeeping, and office management is preferred.</li><li>High school diploma or equivalent required; additional certifications in real estate support or project management are a plus. Join our team as a REALTOR EXECUTIVE ASSISTANT to empower our agents with energetic support that drives success! We value proactive individuals who are eager to contribute their skills in a vibrant real estate environment where every day offers new opportunities to excel.</li></ul>Pay: $54,279.23 - $65,368.53 per yearWork Location: Hybrid remote in Chesterfield, MO 63017

REALTOR EXECUTIVE ASSISTANT

AlphaX RE Capital

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 Company Description
 
 
 
 AlphaX RE Capital, a women-founded company based in Silicon Valley, specializes in real estate investment, development, and asset management with a focus on sustainability and innovation. Managing over $420 million in assets and 820+ projects across California, the company adopts a vertically integrated approach, handling all stages from acquisition to asset disposition. AlphaX is committed to addressing California&rsquo;s housing crisis by developing affordable "Missing Middle Housing" and empowering underrepresented communities. Through initiatives like AlphaX Foundation and the Small Builders Association, AlphaX supports social welfare and cultivates opportunities for future real estate leaders. Headquartered in Cupertino, CA, the company has additional offices in Southern California and Arizona.
 
 
 
 Role Description
 
 
 
 AlphaX RE Capital is seeking an Assistant Project Manager for a full-time, on-site position in Cupertino, CA. The role involves supporting project managers in planning, coordinating, and executing construction and real estate projects. Responsibilities include assisting with managing project timelines, overseeing expediting and logistics, conducting inspections, and liaising with vendors, contractors, and stakeholders. The Assistant Project Manager will play a critical role in ensuring projects are delivered on time, within budget, and in line with the company&rsquo;s quality and sustainability goals.
 
 
 
 Qualifications
 
 
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 Experience in Expediting and Expeditor tasks to ensure timely workflow and compliance with project schedules.
 </li>
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 Strong skills in Project Management, including budget tracking, scheduling, and stakeholder coordination.
 </li>
 <li>
 Familiarity with Inspection processes to ensure adherence to building codes, safety standards, and overall project quality.
 </li>
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 Expertise in Logistics Management for coordinating supply chains, material delivery, and ensuring project efficiency.
 </li>
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 Excellent organizational and time-management skills.
 </li>
 <li>
 Proficient in project management tools and software with strong problem-solving capabilities.
 </li>
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 Bachelor&rsquo;s degree in Project Management, Construction Management, Real Estate, or a related field.
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 Previous experience in the construction, real estate, or asset management industry is an advantage.
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 </ul>
</div>

Assistant Project Manager

Dany Tameerat

Role Summary: We are looking for an experienced Assistant Manager &ndash; Digital Marketing to lead performance-driven campaigns, oversee brand positioning, and maximize online visibility for our real estate projects. The role requires strong expertise in digital strategy, paid ads, SEO, and social media to generate qualified leads and enhance sales conversions.Key Responsibilities:<ul><li>Plan and execute digital marketing campaigns across Google, Meta, and other ad platforms.</li><li>Manage paid media budgets and optimize for ROI.</li><li>Oversee content strategy and creative execution across digital channels.</li><li>Coordinate with sales team to align campaigns with real estate projects.</li><li>Track, analyze, and report marketing KPIs weekly/monthly.</li><li>Supervise and guide digital marketing executives &amp; vendors.</li></ul>Key Performance Indicators (KPIs):<ul><li>Achieve &ge; 1,000 qualified leads per month.</li><li>Cost per lead (CPL) &le; PKR 1,000.</li><li>Website traffic growth &ge; 30% quarterly.</li><li>Campaign ROI &ge; 150%.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s/Master&rsquo;s in Marketing, Business, or related field.</li><li>3&ndash;5 years of digital marketing experience (real estate preferred).</li><li>Proven expertise in Google Ads, Meta Ads, SEO, and CRM tools.</li><li>Strong analytical and leadership skills.</li></ul>Location: Head Office, Plot# 55-A, SMCHS, Karachi Work Schedule: Monday &ndash; Saturday, 10:00 AM &ndash; 7:00 PMJob Type: Full-timePay: From Rs100,000.00 per monthAbility to commute/relocate:<ul><li>Karachi: Reliably commute or planning to relocate before starting work (Required)</li></ul>Application Question(s):<ul><li>What is your current/expected salary?</li></ul>Experience:<ul><li>Real Estate: 2 years (Required)</li><li>CRM (Hubspot): 2 years (Required)</li></ul>Work Location: In person

Assistant Manager Digital Marketing

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