Job Description

The Executive Assistant plays a critical role in supporting the firm’s leadership team, including the CEO, COO, and Lead Attorney. This role exists to maximize the effectiveness of the firm’s executive team by streamlining their focus on high-value priorities.   The successful candidate will be detail-oriented, adaptable, and comfortable balancing administrative precision with creative execution. The Executive Assistant anticipates the evolving needs of the executive team, operates with minimal direction, and consistently represents the firm with the highest level of professionalism. This is a position requiring independence, accountability, and discretion in handling sensitive information. We are looking for someone who lives locally, though this position could potentially be hybrid. Responsibilities: Executive Support • Manage and prioritize calendars, appointments, and meetings for the CEO, COO, and Lead Attorney. • Coordinate communications, draft correspondence, and prepare documents. • Triage CEO/Owner's email. • Assist with registering for conferences and CLEs. • Draft memos and meeting agendas, maintain accurate minutes, and proactively ensure participants are prepared for upcoming meetings. • Assist with expense and reimbursement reports. • Attend C-Suite meetings; take notes, keep the CEO and Director of Operations on task, and help with calendar tasks  • Assist with travel arrangements, professional and personal scheduling, and follow-ups. • Maintain confidentiality and handle sensitive information with discretion. • Will assist the CEO/Owner with personal duties as needed.   Operations & Administrative Tasks • Support project management and workflow coordination. • Prepare expense reports and assist with budgeting tasks. • Organize files, reports, and presentations. • Assist with team communications and documentation. • Handle computer/technical issues either by being tech-savvy enough to do it yourself or by getting the problem fixed by someone else who is. • Plan events for the firm. • Assist with preparing client gifts. • Other projects as determined by the Executive Team. Qualifications: • High school diploma required, but a 2 or 4-year degree from an accredited college or university preferred. • Ideally, previous experience in EA or high-level executive administrative support is required. • Proven administrative experience. • Excellent written and verbal communication skills. • Strong organizational and time-management abilities. • Proficiency with office productivity tools (Google Workspace, Microsoft Office, or equivalent). • Strong problem-solving abilities. • Ability to work independently, remotely, and maintain a high level of accountability. About Company: Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law. We are passionate about helping clients protect themselves, their loved ones, and their assets. We pride ourselves on helping clients achieve their goals while providing an outstanding client experience. We find it very rewarding to work together collaboratively to help more clients every year. To learn more about our company, please visit our "You Should Work Here"

Job Tags

Work at office, Remote work,

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