Assistant - Strategic Planning

ASPIRIANT LLC•Irvine, CA

7d•$64,000 - $81,000•Hybrid

About The Position

Strategic Planning Law Group, P.C. is a boutique estate planning law firm with offices throughout California. The firm focuses on estate and business succession planning for high and ultra-high net worth individuals and families and their closely held businesses. The firm has an affiliation with Aspiriant, a leading independent wealth management firm with offices spanning the U.S., with whom the firm shares multiple clients and offices. As a member of the Strategic Planning team, the Assistant is accountable for document management, administrative backing, and day-to-day office operations. Duties include document processing and filing, billing support, expense management, and assistance with the preparation of correspondence and legal documents. If you are looking for an opportunity to grow your career in a synergetic and professional environment – this is it.

Requirements

Excellent verbal and written communication skills.
Proficiency in Microsoft Word, Excel, Adobe Acrobat, and PowerPoint.
Highly organized, detail-oriented, proactive, and able to effectively manage multiple priorities in a fast-paced environment.
Motivated to learn, take initiative, and grow within the role.
Ability to learn quickly and adapt to new systems and processes.
Demonstrated ability to take ownership of projects and seeing them through to completion.
Able to provide excellent professional references.
Professional, reliable, and capable of handling confidential information with discretion.

Nice To Haves

Professional experience in a legal environment preferred but not required.
Billing experience preferred but not required.
Experience with general accounting a plus.
Experience with legal billing software a plus.
Bachelor’s Degree or Associate’s Degree preferred.

Responsibilities

Manage firm billing, cost tracking, expense reporting, and related recordkeeping.
Process incoming and outgoing mail and documents, including preparing, mailing, scanning, naming, and electronically filing materials within the firm’s systems.
Coordinate day-to-day office operations, including answering incoming calls, scheduling meetings, maintaining office organization, and managing office supply inventory.
Prepare correspondence and maintain firm templates.
Assemble client documents, meeting binders, and related materials.
Coordinate internal firm meetings and office events.
Perform additional administrative and operational duties as assigned.