Legal Executive Assistant

🏢 Summary: Full-time Legal Executive Assistant role supporting the Chief Estate Accountant and Estate Administration team within a Private Wealth practice, focusing on estate planning, fiduciary administration, and high-net-worth client service. The position combines executive support, tax and estate documentation coordination, and client-facing responsibilities in a hybrid work model. It requires strong expertise in estate and trust processes, advanced administrative skills, and proficiency with modern technology tools. 🗂️ Requirements: Minimum 5 years executive support experience in professional services, accounting, or estate planning, Working knowledge of estate and trust taxation concepts, Familiarity with Forms 706, 1041, and 709, Experience supporting C-suite executives or senior professionals, Experience working with high-net-worth clientele, Advanced proficiency in Microsoft Office Suite, Ability to manage confidential information with discretion, Ability to track deadlines for tax filings and fiduciary reporting 📃 Skills: Microsoft, Outlook, Word, Excel, PowerPoint, Form706, Form1041, Form709, E-Verify, AI 🏢 Description: Practice Group: Private Wealth Work type: Hybrid. This role offers flexibility to work remotely two days per week, with three days in the office to support the team members you work closely with. Compensation: Competitive and aligned with experience. The Opportunity We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice. This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. Our Private Wealth group is led by attorneys who previously practiced at a nationally recognized Am Law 100 firm and are now expanding a highly personalized, client-focused platform within a growing firm environment. What You'll Do: Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document retention systems, including vault documents and digital filing Handle billing processes and client distributions Support time tracking Build and maintain strong relationships with clients, demonstrating professionalism and discretion Managing communications with internal and external stakeholders Estate & Fiduciary Administration Support: Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709) Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties Other ad-hoc work as required What We're Looking For: Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience working with high-net-worth clientele Comfort with AI tools and emerging technology, with a willingness to adopt firm-approved platforms that enhance productivity, document drafting, and workflow efficiency Experience supporting C-suite executives or senior professionals in client-facing environments Exceptional organizational skills with proven ability to manage multiple priorities and deadlines Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Outstanding written and verbal communication skills Absolute discretion and ability to handle highly confidential information Full-time employees are eligible for enrollment in Medical, Dental, and Vision insurance plans, as well as a 401(k)-retirement program. Sterlington uses E-Verify to confirm employees' work authorization. At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

🏢 Summary: Opportunity for a Private Wealth Associate to work directly with senior practitioners on sophisticated estate planning and tax matters for high-net-worth and ultra-high-net-worth clients. The role involves drafting complex estate planning documents, implementing advanced tax structures, and advising on business succession and fiduciary administration. The practice emphasizes technical tax expertise, client-facing responsibility, and integration of AI tools in estate planning work. 🗂️ Requirements: J.D. from a top-tier law school, 2–6 years of trusts and estates experience at an AmLaw 100 firm or recognized private wealth boutique, Experience drafting complex estate plans for UHNW clients, Strong understanding of the federal transfer tax system, Knowledge of IRC §2010, §2642, §2031 and grantor trust rules, Ability to identify Section 280G issues in succession planning, Experience with advanced planning structures (GRATs, SLATs, IDGTs, QPRTs, CLTs, CRTs), Experience with trust and estate administration and fiduciary accounting, Federal and state tax research experience (estate, gift, GST, fiduciary income tax), Work authorization verified through E-Verify 📃 Skills: EstatePlanning, TrustAdministration, Probate, FiduciaryAccounting, TaxResearch, IRC2010, IRC2642, IRC2031, GrantorTrusts, Section280G, GRAT, SLAT, IDGT, QPRT, CLT, CRT, PrivateFoundations, BusinessSuccessionPlanning, EntityStructureAnalysis, BuySellAgreements, AI 🏢 Description: Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters. THE PRACTICE Sterlington's Private Wealth group advises founders, executives, and multigenerational families managing significant wealth. The work is sophisticated, the clients are consequential, and the team is deliberately small. As an Associate on this team, you will work directly with senior practitioners on real matters. The practice is built around developing excellent private wealth lawyers through meaningful, hands-on experience. WHAT YOU'LL DO - Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and ancillary estate planning documents for high-net-worth and UHNW clients - Support design and implementation of advanced planning structures: GRATs, SLATs, IDGTs, QPRTs, charitable trusts (CLTs/CRTs), and private foundations - Assist with trust and estate administration; probate, fiduciary accounting, beneficiary communications, and post-mortem planning - Conduct federal and state tax research on estate, gift, GST, and fiduciary income tax issues - Support business succession planning matters, including entity structure analysis and buy-sell agreement review - Coordinate with family offices, accountants, and investment advisors as part of multidisciplinary client teams WHAT WE'RE LOOKING FOR FOUNDATION - J.D. from a top-tier law school - 2–6 years of trusts and estates experience at an AmLaw 100 firm or a recognized private wealth boutique - Experience drafting complex estate plans and advising UHNW clients - Strong understanding of the federal transfer tax system - LL.M. in Taxation or Estate Planning is a differentiator TECHNICAL & TAX ACUITY - Comfort with IRC §2010, §2642, §2031, and grantor trust rules - Ability to identify Section 280G issues in succession contexts - Ability to engage in advanced drafting discussions with senior practitioners CLIENT PRESENCE - Strong written and verbal communication skills - Ability to manage long-term client relationships with discretion and professionalism A NOTE ON TECHNOLOGY Associates who use AI tools for research, document drafting, and tax analysis will find meaningful support. The practice is investing in technology-forward estate planning solutions. COMPENSATION Compensation is competitive and structured around the quality and experience of the candidate. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm employees' work authorization. Sterlington is committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive.

🏢 Summary: Associate role in a Private Wealth practice advising founders, executives, and UHNW families on sophisticated estate planning, tax, and succession matters. The position involves drafting complex estate documents, implementing advanced wealth transfer structures, and conducting in-depth federal and state tax analysis. This is a hands-on role with direct exposure to high-level client work and a strong emphasis on technical tax expertise and technology-forward practice. 🗂️ Requirements: J.D. from top-tier law school, 2–6 years trusts and estates experience, Experience at AmLaw 100 firm or private wealth boutique, Drafting complex estate plans, Knowledge of federal transfer tax system, Experience with UHNW client matters, Understanding of IRC §§2010, 2642, 2031, Knowledge of grantor trust rules, Ability to conduct federal and state tax research, Work authorization verified via E-Verify 📃 Skills: EstatePlanning, Trusts, Probate, TaxResearch, IRC, GRAT, SLAT, IDGT, QPRT, CLT, CRT, FiduciaryAccounting, SuccessionPlanning, EntityStructure, BuySellAgreements, AI 🏢 Description: THE PRACTICE Sterlington's Private Wealth group advises founders, senior executives, and multigenerational families managing significant wealth. The work is sophisticated, the clients are consequential, and the team is deliberately small. As an Associate, you will work directly with senior practitioners on substantive private wealth matters and gain meaningful client exposure. WHAT YOU'LL DO - Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and ancillary estate planning documents for high-net-worth and UHNW clients - Support design and implementation of advanced planning structures: GRATs, SLATs, IDGTs, QPRTs, charitable trusts (CLTs/CRTs), and private foundations - Assist with trust and estate administration, including probate, fiduciary accounting, beneficiary communications, and post-mortem planning - Conduct federal and state tax research on estate, gift, GST, and fiduciary income tax issues - Support business succession planning matters, including entity structure analysis and buy-sell agreement review - Coordinate with family offices, accountants, and investment advisors as part of multidisciplinary client teams WHAT WE'RE LOOKING FOR FOUNDATION - J.D. from a top-tier law school - 2–6 years of trusts and estates experience at an AmLaw 100 firm or recognized private wealth boutique - Experience drafting complex estate plans and advising UHNW clients - Strong understanding of the federal transfer tax system - LL.M. in Taxation or Estate Planning is a differentiator TECHNICAL & TAX ACUITY - Comfort with IRC §2010, §2642, §2031 - Knowledge of grantor trust rules and related tax mechanics - Ability to identify tax issues such as 280G in succession contexts - Ability to conduct advanced estate and tax drafting discussions CLIENT PRESENCE - Clear written and verbal communication skills - Ability to manage long-term client relationships with discretion and professionalism A NOTE ON TECHNOLOGY - Interest in using AI tools for research, document drafting, and tax analysis - Openness to working in a technology-forward private wealth practice COMPENSATION Compensation is competitive and based on experience and qualifications. Full-time employees are eligible for Medical, Dental, Vision, and 401(k) benefits. Employment authorization is verified through E-Verify. The firm is committed to fostering a diverse and inclusive environment and encourages qualified candidates to apply.

🏢 Summary: Opportunity for a mid-level corporate associate to work directly with senior partners on complex M&A, joint ventures, fund transactions, and emerging technology deals. The role offers immediate responsibility, client exposure, and involvement in high-value transactions across industries. The practice emphasizes commercial judgment, AI fluency, and tax-integrated deal structuring. 🗂️ Requirements: 4–8 years post-law school experience in corporate transactions, Experience at an AmLaw 30 firm in M&A or corporate practice, Proven experience leading diligence workstreams, Experience drafting and negotiating acquisition agreements, Experience managing deal timelines independently, Exposure to joint ventures and diverse deal structures, Strong understanding of deal economics, Demonstrated practical use of AI in legal work, Authorization to work in the U.S. (E-Verify compliant) 📃 Skills: M&A, JointVentures, InvestmentManagement, Finance, Fintech, Crypto, CapitalMarkets, Cybersecurity, DataPrivacy, TaxStructuring, AI 🏢 Description: Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters. The Role: You will work directly with senior corporate partners; Chambers USA-ranked practitioners who were trained at Cravath, Schulte Roth, and the top M&A desks in the country. Expect real responsibility from day one. Representing buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ Joint venture structuring and negotiation across a range of industries Investment management and fund work; including spinouts, rollups, and manager combinations Finance, fintech, and crypto transactions at the intersection of capital markets and emerging tech Cybersecurity and data privacy deal-related issues Tax-integrated deal structuring with our dedicated tax team embedded in every transaction The work is commercially driven and practically focused. You will not spend years doing diligence. You will be in the room. WHAT WE'RE LOOKING FOR: We hire on three pillars, weighted equally. All three matter. Not two. PEDIGREE You trained at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice. Your law school prepared you for the most complex work in the market. 4–8 years of post-law school experience in corporate transactions, with meaningful exposure to joint ventures and a variety of deal structures. DEAL CAPABILITY You've led diligence workstreams, drafted and negotiated acquisition agreements, and managed deal timelines without constant supervision. You are commercially minded; you understand the economics of a deal, not just the documentation. You're the associate partners want on their most complex transactions. AI ORIENTATION Technology orientation is not a bonus at Sterlington. It is a first-tier criterion equal to pedigree and firm experience. We weight all three the same. If AI has made you faster, smarter, and more valuable than your peers, we want to hear exactly how. WHY STERLINGTON Top-of-market compensation, structured around your experience and what you bring to the table No office mandate. We hire A-players and trust them to work. Real exposure to senior partners and clients from year one, not five. A practice organized around client outcomes, not practice group politics. A clear path to counsel; and we promote from within. A firm that is already AI-native, not one that's planning to be. COMPENSATION Compensation at Sterlington is competitive and structured around the quality of the person and the context they bring. We take both seriously. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm work authorization. At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

🏢 Summary: Opportunity for a mid-level corporate associate to work directly with senior partners on complex, high-value M&A, joint ventures, fund and emerging technology transactions. The role offers immediate responsibility, client exposure, and involvement in commercially driven deal structuring across industries. Candidates must combine top-tier corporate training, strong deal execution experience, and a demonstrated AI-oriented approach to legal practice. 🗂️ Requirements: 4–8 years of post-law school experience in corporate transactions, Training at an AmLaw 30 firm in a top-tier M&A or corporate practice, Experience leading diligence workstreams, Experience drafting and negotiating acquisition agreements, Experience managing deal timelines independently, Exposure to joint ventures and diverse deal structures, Strong commercial understanding of deal economics, Demonstrated practical use of AI to enhance legal work 📃 Skills: M&A, JointVentures, InvestmentManagement, FundStructuring, Finance, Fintech, Crypto, CapitalMarkets, Cybersecurity, DataPrivacy, TaxStructuring, DueDiligence, Drafting, Negotiation, AI 🏢 Description: The Role: You will work directly with senior corporate partners on complex corporate matters with real responsibility from day one. Responsibilities: - Represent buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ - Structure and negotiate joint ventures across a range of industries - Handle investment management and fund work, including spinouts, rollups, and manager combinations - Advise on finance, fintech, and crypto transactions at the intersection of capital markets and emerging technology - Address cybersecurity and data privacy issues arising in transactions - Execute tax-integrated deal structuring in collaboration with a dedicated tax team The work is commercially driven and practically focused, with direct involvement in transactions rather than long-term diligence-only assignments. What We're Looking For: Pedigree - Training at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice - 4–8 years of post-law school experience in corporate transactions - Meaningful exposure to joint ventures and a variety of deal structures Deal Capability - Experience leading diligence workstreams - Drafting and negotiating acquisition agreements - Managing deal timelines independently - Strong understanding of deal economics and commercial drivers AI Orientation - Demonstrated use of AI tools to improve speed, quality, and value of legal work - Technology orientation considered equal in importance to pedigree and deal experience Why Join - Top-of-market compensation based on experience and contribution - No office mandate - Direct exposure to senior partners and clients from year one - Clear path to counsel with promotion from within - AI-native practice environment Compensation and Benefits - Competitive compensation structured around experience and value brought to the role - Eligibility for Medical, Dental, Vision, and 401(k) benefits for full-time employees - Use of E-Verify to confirm work authorization - Commitment to diversity and inclusion with encouragement for all qualified candidates to apply

🏢 Summary: Opportunity for a mid-level corporate associate to work directly with senior partners on high-value M&A, joint ventures, fund formations, and emerging tech transactions. The role offers immediate responsibility, client exposure, and involvement in complex, commercially driven deals across industries. Strong emphasis is placed on top-tier training, independent deal leadership, and advanced AI proficiency. 🗂️ Requirements: 4–8 years of post-law school experience in corporate transactions, Training at an AmLaw 30 firm in a top-tier M&A or corporate practice, Experience with joint ventures and diverse deal structures, Led diligence workstreams, Drafted and negotiated acquisition agreements, Managed deal timelines independently, Strong understanding of deal economics, Demonstrated advanced use of AI in legal work, Authorization to work in the U.S. (E-Verify compliant) 📃 Skills: M&A, CorporateLaw, JointVentures, InvestmentManagement, FundFormation, Finance, Fintech, Cryptocurrency, CapitalMarkets, Cybersecurity, DataPrivacy, TaxStructuring, DueDiligence, ContractDrafting, ContractNegotiation, ArtificialIntelligence 🏢 Description: The Role: You will work directly with senior corporate partners; Chambers USA-ranked practitioners who were trained at Cravath, Schulte Roth, and the top M&A desks in the country. Expect real responsibility from day one. Representing buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ Joint venture structuring and negotiation across a range of industries Investment management and fund work; including spinouts, rollups, and manager combinations Finance, fintech, and crypto transactions at the intersection of capital markets and emerging tech Cybersecurity and data privacy deal-related issues Tax-integrated deal structuring with our dedicated tax team embedded in every transaction The work is commercially driven and practically focused. You will not spend years doing diligence. You will be in the room. WHAT WE'RE LOOKING FOR: We hire on three pillars, weighted equally. All three matter. Not two. PEDIGREE You trained at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice. Your law school prepared you for the most complex work in the market. 4–8 years of post-law school experience in corporate transactions, with meaningful exposure to joint ventures and a variety of deal structures. DEAL CAPABILITY You've led diligence workstreams, drafted and negotiated acquisition agreements, and managed deal timelines without constant supervision. You are commercially minded; you understand the economics of a deal, not just the documentation. You're the associate partners want on their most complex transactions. AI ORIENTATION Technology orientation is not a bonus. It is a first-tier criterion equal to pedigree and firm experience. We weight all three the same. If AI has made you faster, smarter, and more valuable than your peers, explain how. WHY STERLINGTON Top-of-market compensation, structured around your experience and what you bring to the table No office mandate. We hire A-players and trust them to work. Real exposure to senior partners and clients from year one, not five. A practice organized around client outcomes, not practice group politics. A clear path to counsel; and we promote from within. A firm that is already AI-native, not one that's planning to be. COMPENSATION Compensation is competitive and structured around the quality of the person and the context they bring. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm work authorization. Sterlington is committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. All qualified candidates are encouraged to apply.

🏢 Summary: Corporate associate role working directly with senior partners on high-value M&A, joint ventures, fund transactions, and emerging technology deals. The position offers immediate responsibility, direct client exposure, and involvement in complex, commercially driven transactions from day one. The firm seeks candidates with strong deal experience and a demonstrated AI-driven approach to legal practice. 🗂️ Requirements: 4–8 years of post-law school experience in corporate transactions, Training at an AmLaw 30 firm in a top-tier M&A or corporate practice, Experience leading due diligence workstreams, Experience drafting and negotiating acquisition agreements, Experience managing deal timelines independently, Exposure to joint ventures and diverse deal structures, Strong commercial understanding of deal economics, Demonstrated practical use of AI in legal work, Authorization to work in the U.S. (E-Verify compliant) 📃 Skills: M&A, Corporate, JointVentures, InvestmentManagement, Finance, Fintech, Crypto, Cybersecurity, DataPrivacy, Tax, CapitalMarkets, DueDiligence, Negotiation, AI 🏢 Description: The Role: You will work directly with senior corporate partners; Chambers USA-ranked practitioners who were trained at Cravath, Schulte Roth, and the top M&A desks in the country. Expect real responsibility from day one. Responsibilities: - Representing buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ - Joint venture structuring and negotiation across a range of industries - Investment management and fund work, including spinouts, rollups, and manager combinations - Finance, fintech, and crypto transactions at the intersection of capital markets and emerging tech - Cybersecurity and data privacy deal-related issues - Tax-integrated deal structuring with a dedicated tax team embedded in every transaction The work is commercially driven and practically focused. You will not spend years doing diligence. You will be in the room. What We're Looking For: Pedigree - Trained at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice - Law school background preparing you for complex market work - 4–8 years of post-law school experience in corporate transactions - Meaningful exposure to joint ventures and a variety of deal structures Deal Capability - Led diligence workstreams - Drafted and negotiated acquisition agreements - Managed deal timelines without constant supervision - Commercially minded with understanding of deal economics AI Orientation - Demonstrated technology orientation with practical AI usage - Clear evidence that AI has enhanced speed, quality, and value of legal work Why Sterlington: - Top-of-market compensation structured around experience and value - No office mandate - Real exposure to senior partners and clients from year one - Practice organized around client outcomes - Clear path to counsel with internal promotion - AI-native operating environment Compensation: Compensation is competitive and structured around the quality and experience of the candidate. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm work authorization. The firm is committed to fostering a diverse and inclusive environment and encourages all qualified candidates to apply.

🏢 Summary: Opportunity for a mid-level corporate associate to work directly with senior partners on high-value M&A, joint ventures, fund transactions, and tech-driven deals, with immediate client exposure and significant responsibility. The role focuses on commercially driven, tax-integrated deal structuring across industries including finance, fintech, and crypto. Strong emphasis is placed on top-tier training, proven deal leadership, and advanced AI proficiency. 🗂️ Requirements: 4–8 years of post-law school experience in corporate transactions, Training at an AmLaw 30 firm in M&A or corporate practice, Experience with joint ventures and complex deal structures, Led diligence workstreams, Drafted and negotiated acquisition agreements, Managed deal timelines independently, Strong understanding of deal economics, Demonstrated practical use of AI in legal work, Work authorization verified via E-Verify 📃 Skills: M&A, JointVentures, InvestmentManagement, FundStructuring, Finance, Fintech, Crypto, CapitalMarkets, Cybersecurity, DataPrivacy, TaxStructuring, DueDiligence, ContractDrafting, Negotiation, AI 🏢 Description: The Role: You will work directly with senior corporate partners; Chambers USA-ranked practitioners who were trained at Cravath, Schulte Roth, and the top M&A desks in the country. Expect real responsibility from day one. Representing buyers, sellers, and founders in M&A transactions valued from $50M to $1B+ Joint venture structuring and negotiation across a range of industries Investment management and fund work; including spinouts, rollups, and manager combinations Finance, fintech, and crypto transactions at the intersection of capital markets and emerging tech Cybersecurity and data privacy deal-related issues Tax-integrated deal structuring with our dedicated tax team embedded in every transaction The work is commercially driven and practically focused. You will not spend years doing diligence. You will be in the room. WHAT WE'RE LOOKING FOR: PEDIGREE You trained at an AmLaw 30 firm, ideally in a top-tier M&A or corporate practice. Your law school prepared you for the most complex work in the market. 4–8 years of post-law school experience in corporate transactions, with meaningful exposure to joint ventures and a variety of deal structures. DEAL CAPABILITY You've led diligence workstreams, drafted and negotiated acquisition agreements, and managed deal timelines without constant supervision. You are commercially minded; you understand the economics of a deal, not just the documentation. You're the associate partners want on their most complex transactions. AI ORIENTATION Technology orientation is not a bonus. It is a first-tier criterion equal to pedigree and firm experience. We weight all three the same. If AI has made you faster, smarter, and more valuable than your peers, we want to hear exactly how. WHY JOIN Top-of-market compensation, structured around your experience and what you bring to the table No office mandate Real exposure to senior partners and clients from year one A practice organized around client outcomes A clear path to counsel; promotion from within A firm that is already AI-native COMPENSATION Compensation is competitive and structured around the quality of the person and the context they bring. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm work authorization. Sterlington is committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

🏢 Summary: Client-facing Wealth Advisor role managing a portfolio of 150–250 clients, delivering comprehensive financial planning and investment guidance, and supporting regional business development. The position involves onboarding new clients, performing portfolio analysis, presenting financial plans, and collaborating with senior leadership. Requires strong expertise in financial planning concepts, investment analysis, and financial technology platforms. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning, investments, tax, insurance, and estate planning, Experience generating and reviewing performance reports, Proficiency with Microsoft Office tools, Experience with Salesforce and financial planning software, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, AssetAllocation, PortfolioAnalysis, InvestmentResearch, TaxPlanning, EstatePlanning, InsurancePlanning, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware, PerformanceReporting 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: - Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients - Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth - Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients - Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning - Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients - Managing client communications and follow-up with clients' other advisors - Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention - Attending company workshops or lectures and speak to groups of potential clients when called upon - Implementing company policies and procedure - Other duties as needed Required Knowledge, Skills and Abilities: Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation - Additional certifications such as ChFC, PFS, CFA or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training and experience in financial planning - Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred - Ability to generate and review performance reports and present recommendations - Ability to manage multiple priorities and deliver to tight deadlines - Ability to work without close supervision - Ability to travel up to 50% for client meetings and trainings Competencies: Business & Technological Knowledge: - Advanced knowledge of financial products and financial planning concepts - Strong understanding of investments and asset allocation - Perform asset allocation and analysis for portfolio reviews and investment research - Prepare reports to illustrate trends and risks of investment opportunities - Expert use of Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docusign) - Comprehensive understanding of compliance requirements Client Focus & Accountability: - Assist in development of materials for client meetings and follow-ups - Support business development activities - Ensure work quality and timely delivery Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Travel up to 50% of the time for client needs and trainings. Compensation and Benefits: - Annualized base salary range: $85,000—$145,000 USD - Eligible for annual bonus and incentive compensation - Medical, dental, and vision coverage - Life insurance - 401(k) contributions - Health Savings Account (HSA) - Short- and long-term disability - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Three Cigna medical plans and Kaiser plans in California - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Hybrid Audit Support Analyst role supporting federal financial statement audits, internal control reviews, and compliance activities, including OMB A-123 testing. The position focuses on coordinating audit requests, maintaining documentation trackers, preparing responses, and supporting corrective action plans for federal oversight engagements. Requires a bachelor’s degree and at least one year of audit or financial management experience, with eligibility for Public Trust clearance. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, Business, or related field, Minimum 1 year experience in audit, accounting, internal controls, compliance, or federal financial management, Authorization to work full-time in the United States, Ability to obtain Public Trust Security Clearance, Experience supporting federal audit or compliance activities, Proficiency in Microsoft Excel, Word, PowerPoint, and SharePoint 📃 Skills: Excel, Word, PowerPoint, SharePoint, OMB, GAO, A-123 🏢 Description: Job Location: This is a hybrid position requiring onsite support in Washington, DC three days per week. Clearance: Must be currently authorized to work in the United States on a full-time basis and have the ability to obtain a Public Trust Security Clearance. Job Description: In this position as an Audit Support Analyst, you will provide operational and coordination support for federal audit, internal control, and compliance activities. You will support day-to-day coordination of financial statement audits, internal control reviews, OMB A-123 testing, and other federal oversight engagements. In this position, you will also: Track auditor requests, due dates, document submissions, follow-up questions, and management responses across multiple stakeholders and workstreams. Assist in gathering, organizing, and reviewing supporting documentation from program offices, finance teams, budget personnel, grants staff, acquisitions teams, and system owners. Maintain audit request logs, status trackers, action item lists, evidence repositories, and corrective action tracking documentation. Help prepare draft responses to auditor inquiries, ensuring responses are clear, complete, and aligned with agency procedures and requirements. Coordinate meetings between auditors and agency stakeholders, including preparing agendas, documenting discussion points, and tracking follow-up actions. Support review of audit findings, notices of findings and recommendations (NFRs), management responses, and corrective action plans. Monitor corrective action milestones and assist with status reporting and updates for management and leadership. Help identify documentation gaps, process inconsistencies, or internal control concerns that may require escalation. Support internal control and compliance activities through walkthroughs, process narratives, risk/control matrices, and testing documentation. Prepare routine audit status reports, dashboards, briefing materials, and meeting notes for federal leadership. Maintain professional communication with auditors, agency staff, and contractor team members. Ensure audit documentation is handled in accordance with applicable federal policies, privacy requirements, and records management procedures. Required Skills: Bachelor's degree in Accounting, Finance, Business, or a related field. 1+ year of experience supporting audit, accounting, internal controls, compliance, or federal financial management activities. Desired Skills: Experience working with OMB Circular A-123, GAO Green Book, financial statement audits, or corrective action plan tracking. Experience supporting a federal agency or government contractor in audit, compliance, or oversight-related activities. Basic understanding of federal financial management, internal controls, audit readiness, or compliance review processes. Experience maintaining trackers, evidence logs, audit response repositories, or other documentation management tools. Strong organizational skills with the ability to manage multiple deadlines, detailed documentation, and competing priorities in a fast-paced environment. Proficiency with Microsoft Excel, Word, PowerPoint, and SharePoint, along with strong written and verbal communication skills. Compensation and Benefits: We offer a competitive salary range of $60,000 to $70,000 in the United States. Individual salary within this range is determined by education, experience, skills, and geographic location. The Total Rewards package includes major medical benefits such as dental and vision coverage, a 401(k)-contribution plan, holiday and personal time off, professional development training and certification benefits, health and wellness subsidies, and paid time off for community service.