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Job Description
Position Overview
We're looking for an experienced administrative professional to support a specialized legal team. The role involves a mix of client-facing communication, document preparation, scheduling, and general administrative duties. This is an in-office position with occasional overtime needs.
Key Duties
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Manage a significant number of incoming email communications
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Liaise with clients regarding scheduling, document signings, and meeting logistics
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Prepare presentation materials and client binders
- Draft and proofread correspondence and legal documents
- Track time entries accurately on a daily basis
- Trust and Estates experience is a plus
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Monitor and maintain scheduling systems
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Assist with monthly invoice preparation
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Oversee or contribute to assigned internal projects
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Maintain updated records of professional contacts
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Flexibility to work extended hours as needed
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Collaborate with support team members for office operations
Requirements
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High school diploma or GED required
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Experience in a trust and estate legal setting beneficial
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Familiarity with MS Office Suite, email clients, PDF editors, and legal time-tracking software preferred
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Demonstrated ability to maintain confidentiality
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High level of detail orientation
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Self-motivated and capable of handling pressure and deadlines
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Strong verbal and written communication skills
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Excellent multitasking and prioritization abilities
Compensation & Benefits
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Annual salary range: $55k–$70k, dependent on background and skill level
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Eligible for overtime pay; 35-hour standard work week
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Paid leave of up to 25 days per year
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Access to competitive benefits offerings
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Meet Your Recruiter
Kenny Pilanski
Regional Director
Kenny is a graduate from Quinnipiac University where he received his degree in Industrial Organizational Psychology. He has been with TPG since November 2015 and initially got into recruiting through a friend from college and never looked back. When he is not in the office you can find him fishing, golfing, or hanging out with his girlfriend and dog Foxy.
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