Estate & Trust Tax Administrative Assistant

Kaufman Rossin • Miami, FL

3d • Onsite

About The Position

Our Miami office is seeking an experienced Administrative Assistant to support the Estate & Trust team. This individual will play a key role in maintaining day-to-day administrative operations, supporting client onboarding processes, coordinating billing activities, and ensuring efficient organization across the department. The ideal candidate is detail-oriented, highly organized, and comfortable managing multiple priorities in a professional services environment.

Requirements

• Minimum of 2 years of administrative or clerical experience
• Strong proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
• Excellent organizational and multitasking abilities
• Strong written and verbal communication skills
• Ability to work independently and manage competing priorities
• High attention to detail and accuracy
• Professional demeanor and strong interpersonal skills

Nice To Haves

• Experience supporting professional services teams preferred
• Prior experience supporting Estate & Trust, legal, accounting, or professional services teams
• Experience coordinating Teams and Zoom meetings
• Strong meeting organization and scheduling capabilities
• Ability to adapt quickly in a fast-paced environment
• Proactive mindset with a willingness to take initiative and support the broader team

Responsibilities

• Assist with new client setup and onboarding processes
• Support billing functions, including invoice preparation and administrative tracking
• Provide day-to-day administrative support to the Estate & Trust team
• Coordinate meetings, calendars, and internal scheduling needs
• Prepare, organize, and maintain client files and documentation
• Manage correspondence, document formatting, and data entry tasks
• Assist with general office coordination and team support initiatives
• Maintain professionalism and confidentiality in handling sensitive information

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed