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22 days old

Executive Administrative Assistant

Kelly Services
Fort Myers, FL 33906
Executive Assistant and Case Manager needed in Sarasota, FL (Estate and Trust Administration) - DIRECT HIRE!


Salary: $36 - $40/K (Depending on Experience)


Full-time, in-office position


Hours: 8 a.m. - 5 p.m. Monday - Friday


**Position Summary**


The Executive Assistant/Case Manager provides a high-level of administrative support for the Estate and Trust Administration group including heavy case and file management, calendar management and successful coordination of business calls and meetings. Acts as liaison between the attorney and other departments within organization. Exercises sound judgment in the resolution of administrative problems. Prioritizes and manages multiple projects simultaneously with minimal supervision.


**Essential Duties and Responsibilities**


The essential functions include, but are not limited to the following:


**Executive Assistant Role** **:**


+ Schedules and coordinates conference calls and meetings for the attorney. Takes notes, if requested, and follows through with making sure task(s) have been completed.

+ Schedules all in office appointments for the attorney.

+ Handles incoming and outgoing phone and electronic communications on behalf of the attorney.

+ Maintains attorneys email when he/she is out of office, if requested.

+ Facilitates billing and mailing of invoices.

+ Requests checks for the payment of fees, settlements, distributions etc.

+ Independently creates well-organized, grammatically correct correspondence, memos, reports and other documents as requested.

+ Maintains highest level of confidentiality.

+ Flexibility and ability to adapt and act quickly when required.

+ Performs general administrative tasks such as making copies, scanning documents, opening and directing mail.

+ Willingness to follow and accept our core values of integrity, teamwork, respect, professionalism, competence and desire for greatness.

+ Other duties as assigned.


**Estate and Trust Administration Case Manager Role** **:**


+ Maintains client files and follows office procedures on processing files through to completion.

+ Acts as a point of contact between the attorney and clients on all files.

+ Ensures documents needed from client are received, copied and scanned into file.

+ Completes the Case Manager checklist on all files ensuring all tasks have been completed before each client appointment.

+ Independently creates well-organized, grammatically correct memos and reports for client files.


**Minimum Qualifications**


+ Three years or more of experience as an executive assistant; experience in a law firm setting a plus

+ Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

+ Demonstrate superior interpersonal skills and proficiency in business vocabulary to effectively represent the attorney and the company to outside parties

+ Excellent oral, and written communication skills

+ Ability to multi-task, prioritize and manage time effectively.

+ Excellent organizational skills with an eye for details.

+ Ability to maintain confidentiality.

+ Maintain a professional and positive demeanor


**Core Skills and Competencies**


+ Organization

+ Multi-tasking

+ Communication

+ Teamwork

+ Time management

+ Problem solving


Please apply today! Be sure to attach your most up-to-date resume. For faster response I would recommend you email me directly: wendy.dees@kellyservices.com. Please reply by including your resume and answering 3 preliminary interview questions:


1. Why are you the perfect person for this position?


2. Do you currently live in the Sarasota, FL area?


3. How soon would you be able to interview?


**Why Kelly** **** **?**


Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.


**About Kelly** ****


At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.


Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2022-06-06 Expires: 2022-07-07

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Executive Administrative Assistant

Kelly Services
Fort Myers, FL 33906

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