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Executive Assistant to Entrepreneurial Founder/CEO, St. Petersburg, Florida, ET Remote
A dynamic entrepreneurial organization that focuses on optimizing life longevity through multiple technical optimization platforms is seeking an exceptional Executive Assistant to serve as a true “right hand” to the Founder/CEO. This is not a traditional administrative role, but a relational, and trust-based partnership designed to amplify the CEO’s effectiveness, clarity, and presence. The Executive Assistant will act as a stabilizing force, thoughtful gatekeeper, and intuitive collaborator, someone who understands not only what needs to be done, but how and when to do it in a way that respects people and priorities. Excellent skills using AI is a MUST as well as a curiosity about AI and how it can effectively improve processes.
The ideal candidate brings emotional intelligence, sound judgment, and calm confidence to every interaction. They are someone others naturally trust, who can hold sensitive information with discretion, read the room instinctively, and create order, focus, and ease amid constant motion. This is an ET remote role, meeting and or traveling with the CEO as needed in person.
About the Job:
Trusted Partner & Strategic Support
- Act as a thought partner and sounding board, offering perspective, feedback, and quiet counsel when needed.
- Anticipate needs and proactively remove friction before issues arise.
- Prepare the CEO for meetings and conversations with context and background information; leverage AI to draft, summarize analyze and prepare materials.
Time, Energy & Focus Management
- Manage a complex and fluid calendar with an understanding of priorities and relationships, .
- Protect the CEO’s time by thoughtfully filtering requests and creating space for strategic thinking.
- Coordinate domestic and international travel including detailed itineraries.
Communication & Relationship Management
- Serve as a warm, professional liaison between the CEO and internal teams, partners, and external stakeholders.
- Draft and manage correspondence on the CEO’s behalf, ensuring tone, values, and intent are consistently reflected.
Information Flow & Follow-Through
- Distill information into clear, actionable insights for the CEO.
- Track commitments, decisions, and follow-ups to ensure momentum and accountability.
- Support special projects and initiatives that require coordination, and thoughtful execution.
About You
- Bachelor’s degree required.
- At least 5 years of experience supporting an entrepreneurial C-Suite executive, preferably in the tech space.
- Strong written and verbal communication skills.
- High proficiency with Microsoft Office Suite, Google Suite, Slack
- Improve internal processes using automation and AI tools
- Handle highly sensitive information with absolute discretion.
- High emotional intelligence and sound judgement.
- You thrive in ambiguity and are energized by anticipating needs rather than reacting to them.
- You value discretion, loyalty, and long-term partnership.
- You are highly organized, detail-oriented, and capable of managing multiple priorities without losing sight of the human element.
- You communicate with warmth, clarity, and confidence You bring polish and presence, while remaining grounded and approachable with a “high touch” service mentality.
- Base Salary, Discretionary Bonus (year 2), Equity Participation, Comprehensive Health, Dental, Vision
What Makes This Role Exceptional
This is far more than standard executive support—it’s strategic partnership at the highest level. As the Executive Assistant to the CEO of an ultra-exclusive family office in Irvine, CA, you are entrusted to understand the CEO’s vision, anticipate operational needs, and be the force multiplier ensuring seamless execution—both strategically and tactically.
Key Responsibilities
- Strategic & Tactical Execution: Lead high-impact initiatives while managing detail-rich tasks, ensuring every action aligns with the CEO’s overarching goals.
- Proactive Anticipation: Identify and resolve potential issues before they arise, ensuring smooth operations and allowing the CEO to focus on only what they can do.
- Dynamic Coordination & Filtering: Manage a complex calendar and communications flow with discretion, clarity, and precision.
- Executive Travel Orchestration: Oversee every tier of travel logistics—from ultra-premium arrangements (private jets, real-time itinerary updates, private staff coordination) to streamlined business-class travel and monthly recurrence trips.
- Event & Off-Site Leadership: Plan and coordinate high-level events, retreats, or personal gatherings—either solo or in partnership with event teams.
- Project Overflow Management: Take ownership of the CEO’s overflow tasks—delivering both routine and strategic outcomes.
- Personal & Household Logistics: Seamlessly shift between executive-level responsibilities and personal support—whether that’s preparing a briefing, arranging a meal, or booking a flight.
- Operational Agility: Adapt effortlessly—executing both polished presentations and granular operational details as needs shift.
Core Skills & Proficiencies
Hard Skills
- Advanced user of PowerPoint, Word, Outlook—comfortable supporting high-stakes presentations and communications
- Highly proficient in Excel for reports and data management, without needing complex macros
- Skilled with Zoom, Microsoft Teams, WebEx—confidently managing executive communications, town halls, and board sessions
- Tech fluent on both Mac and PC, with practical troubleshooting abilities
- Experienced with expense systems like Concur (or equivalents)
- Familiar with collaboration platforms: SharePoint, OneDrive, etc.
- Comfortable navigating CRM tools (e.g., Salesforce) or systems as needed
- Quick to master new technologies and internal systems
- Prior exposure to supporting Board of Directors is highly valuable
Soft Skills
- Exceptional emotional intelligence—empathy, self-awareness, and interpersonal finesse—critical for executive dynamics
- Meticulous attention to detail—anticipating errors before they surface
- Masterful communication—you adapt your tone and format across mediums (text, email, phone, in-person) to influence without authority
- Strategic problem-solving—steady, creative, and proactive in navigating complex challenges
- Agile and resilient under pressure—fluidly pivoting as priorities shift
- Effective research and networking—you know who to ask or where to look to get things done
- Deep professional discretion—trusted with sensitive and confidential matters
- "Always on" mindset—resourceful, solution-obsessed, driven to deliver with creativity and grace
- Relationship builder with a strong internal and external network—knowing how to connect and grow influence from day one
Ideal Candidate Profile
- Bachelor’s degree or higher
- Minimum of 8 years supporting a C-Suite executive—CEO or President preferred—in high-trust, dynamic environments
- A Career Executive Assistant—this is your calling, not a launchpad for something else
Why Elite Candidates Will Be Drawn to This Role
- A rare, high-trust, and high-impact position supporting a CEO in a private, exclusive setting
- Exceptional compensation that aligns with the breadth and depth of strategic and operational expectations
- A uniquely varied role spanning vision alignment, executive coherency, and personal support—offering deep professional reward and influence
About Ember Capital Group
Ember Capital Group is a vertically integrated real estate investment platform based in Atlanta, Georgia. Founded nearly seven years ago, the company has grown into the parent organization behind five businesses operating across multiple sectors of the real estate industry.
Through its companies, Ember Capital operates across acquisitions, development, brokerage, construction, and real estate services—allowing the organization to control the full lifecycle of real estate opportunities from sourcing deals to renovation, development, and resale.
The company was built with an entrepreneurial mindset and a focus on execution. What started as a small operation has grown into a multi-company platform operating across the Southeast with a team that moves quickly, thinks creatively, and prioritizes results.
The Executive Assistant role will work directly alongside the founder and leadership team, helping coordinate the fast-moving operations of a growing real estate platform.
About the Role
We're looking for an exceptional Executive Assistant to partner with our CEO—someone who can bring order to complexity and turn ideas into execution across a dynamic portfolio of companies.
This isn't a traditional EA role where you're just managing a calendar. You'll be the CEO's strategic right hand, working across real estate ventures, construction operations, BPO/technology services, and brand initiatives. If you thrive on variety, love solving problems independently, and want real impact (not just inbox management), this role offers serious growth potential.
Key Responsibilities
Be the CEO's Operating System
Own the calendar completely—schedule, optimize, protect focus time, and ensure every meeting has a purpose
Translate the CEO's ideas, voice notes, and rapid-fire conversations into organized tasks and follow-through
Maintain a clear view of priorities across all companies and keep the CEO focused on what matters most
Prepare the CEO for every meeting with context, background, and clear agendas
Manage the day to day
Serve as the central hub for communication—triage what's urgent, delegate what you can, surface what the CEO needs to see
Track commitments, action items, and open loops across multiple businesses and ensure nothing falls through the cracks
Follow up with internal teams and external partners to keep projects moving
Handle the unexpected (and there will be plenty) with good judgment and minimal drama
Execute Independently
Take projects from concept to completion without needing hand-holding
Make decisions on scheduling, travel, vendor management, and operational details
Organize information to support better decision-making
Coordinate logistics, handle confidential materials, and manage both business and personal needs seamlessly
Qualifications
- 3+ years of experience supporting a C-level executive or founder
- Strong organizational and time-management skills
- Excellent written and verbal communication
- High level of discretion and professionalism
- Ability to work independently and make sound judgment calls
- Comfortable in fast-paced, high-expectation environments
Must-Haves
3+ years supporting a C-level executive or founder (ideally in a fast-paced environment—startups, real estate, construction, or multi-business operators preferred)
Exceptional organizational skills and the ability to juggle competing priorities without dropping balls
Strong communication skills (written and verbal)—you can draft emails, summarize meetings, and represent the CEO professionally
High judgment and discretion with confidential information
Self-starter mentality—you don't wait to be told what to do; you see what needs doing and handle it
- Comfortable with ambiguity—you adapt quickly when priorities shift (and they will)
Work Environment
Location: In-office position in Atlanta (specific location details during interview)
Hours: 45-50 hours per week. This role requires flexibility—some early mornings, occasional evenings, and responsiveness when the CEO is traveling or handling time-sensitive matters.
Culture: We move fast, value results over process, and believe in trusting people to do great work. You'll have autonomy to make decisions and direct access to the CEO. We don't micromanage, but we do expect excellence.
VENTEON and HARVARD RESOURCE SOLUTIONS are hiring a Executive Assistant to provide direct support for the CEO of a large start- up company. This is a critical individual contributor role interfacing with the high-level executives at the company. Position requires exceptional judgement, professionalism, and the ability to operate with discretion in a highly dynamic, fast paced environment. The ideal candidate blends world-class executive administrative support with strong project management capability, working seamlessly with
C-Suite leaders, investors, board members, and cross functional teams. Role is responsible for ensuring CEO’s time, priorities, workflows, and communications are optimized for maximum impact while also leading select projects that advance organizational effectiveness.
POSITION TYPE: Fulltime, onsite position with regular overtime, weeknight, and weekend work expected on a regular basis.
PAY: Commensurate with years of experience, executive capability, and technical software competence. Salary range: $100,000 -$120,000 plus annual bonus, stock options, PTO, and Benefits package.
REQUIREMENTS of the Executive Assistant:
- 10+ years in executive support roles, with at least 5 years’ experience supporting a CEO or C‑suite executive strongly preferred. Background in high‑growth, fast‑paced, technology or manufacturing environments or start-up company.Strong critical thinking, decision‑making, and problem‑solving skills in a dynamic environment with the ability to anticipate needs, propose solutions proactively, and resolve issues independently.
- Exceptional organizational, prioritization, and time‑management skills; proven ability to manage multiple concurrent workstreams with precision.
- Demonstrated ability to work autonomously while building collaborative relationships across teams.
- Excellent written and verbal communication skills, with the ability to produce executive‑ready content and tailor messaging to diverse audiences.
- High degree of discretion, integrity, and professionalism in handling confidential information.
- Comfort operating in ambiguity and adapting quickly as priorities shift in a startup environment.
Technical Skills
- Strong proficiency with AI, productivity, and collaboration tools (e.g., Smartsheet work management and automation platform, ChatGPT, Canva, AI, Amazon Narratives, Power BI, and SharePoint) is required.
- Experience in leveraging AI tools to bring efficiency by automating administrative tasks, streamlining communication, summarizing information, and providing actionable insights.
- Ability and curiosity to learn and navigate modern technologies, systems, and internal tools quickly.
- Experience supporting virtual meeting management tools and executive communication platforms.
Personal Attributes
- Highly agile, resourceful, and solutions‑oriented.
- Calm under pressure with strong emotional intelligence and executive presence.
- Customer‑service mindset with a bias for action and continuous improvement.
- Keen attention to detail paired with the ability to see the bigger picture.
DUTIES of the Executive Assistant
Provide Executive Support
- Manage complex, dynamic calendars across multiple time zones, including strategic time blocking, meeting prioritization, and proactive conflict resolution.
- Coordinate and execute executive meetings, offsites, board engagements, and internal/external events, including all associated travel, logistics, agendas, materials, and briefing documents.
- Prepare, edit, and distribute meeting agendas, notes, summaries, and executive-level communications.
- Track deadlines and deliverables for CEO-related projects.
- Draft and refine presentations, reports, and documents for multiple audiences, including board members, investors, and senior leadership.
- Serve as a trusted liaison between the CEO and internal/external stakeholders, ensuring timely follow‑up, strong alignment, and consistent communication flow.
- Screen and prioritize incoming communications, requests, and issues, escalating or resolving independently when appropriate.
- Maintain strict confidentiality with sensitive business information, personnel matters, and strategic initiatives.
- Unlock additional time for the CEO to focus on high-impact strategic responsibilities by proactively managing administrative tasks and anticipating needs.
- Expected to be consistently available and responsive, providing whatever support is required—whether administrative, logistical, or strategic—to ensure the CEO can operate effectively and focus on high-priority responsibilities.
If you are a high performer and you think the above opportunity is appropriate for you, we invite you to apply to this job and email your resume to
We treat all resumes with strict confidentiality. We will always contact you first before submitting your resume to our client(s) for review. If you do not receive correspondence, you may not be a fit for this position.
At Venteon and Harvard Resource Solutions, our talent acquisition team is proud to provide our clients with the most qualified Accounting & Finance, Engineering, and IT talent in the industry today.
Executive Assistant to the CEO
On-site | Los Angeles, CA
A globally admired consumer‐lifestyle brand is scaling its next chapter from its Los Angeles executive hub. The incoming CEO needs a sharp, seasoned business partner who can craft rhythm, guard focus, and keep critical initiatives marching in tune. If you thrive on anticipation (not reaction) and love being the conductor behind a high-energy, creative enterprise, this is your stage.
Top-Three Impact Goals (first 90 days)
- Engineer a purpose-driven calendar. Design an intentional cadence that protects strategic blocks and reduces reactive noise.
- Earn trusted-gatekeeper status. Establish instant credibility with the board, ELT, and partner EAs while diplomatically managing access and information flow.
- Lock executive & board rhythms. Own weekly operating rituals, board-prep timelines, and material workflows so everything feels buttoned-up—no last-minute scrambles.
Compensation & Logistics
- Competitive base salary, commensurate with scope and prior board exposure.
- Work model: Primarily on-site with limited travel for key board meetings and off-sites.
- Relocation support considered for exceptional talent.
Core Responsibilities
- Curate and optimize a multi-time-zone agenda that aligns priorities and shields the CEO’s focus.
- Orchestrate complex domestic and international travel with proactive contingency playbooks.
- Drive board-meeting readiness—own timelines, materials, and logistics so leadership walks in prepared.
- Produce polished executive communications, decks, and briefing docs that elevate brand voice.
- Act as “adult-in-the-room” gatekeeper—confidently saying no, setting boundaries, and filtering noise.
- Informally lead fellow EAs for major events, multi-day off-sites, and cross-functional initiatives.
Ideal Profile
- 12+ years supporting senior executives, including direct CEO partnership within global, matrixed organizations.
- Proven board-facing experience and mastery of high-stakes executive environments.
- Polished presence, detail obsession, and a proactive mindset that enforces boundaries with grace.
- Fluency with modern productivity stacks (Outlook, Slack, Zoom) and comfort steering other admins.
- Tenure at brand-driven or large-scale consumer companies highly valued.
About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at /46Gs4yS
Executive Assistant to CEO & COO (Naperville, In-Person)
Full-Time | Monday–Friday
SNT Biotech is a growing healthcare technology and diagnostics company focused on preventive screening solutions that help health plans and healthcare organizations close gaps in care.
We are seeking a highly polished, proactive, and exceptionally organized Executive Assistant to support our CEO and COO in our Naperville office.
This role is ideal for someone who has experience supporting senior executives in a fast-paced environment and who takes pride in keeping priorities organized, communications moving, and important follow-ups from falling through the cracks.
This is not a purely administrative role. In addition to executive support, this person will help coordinate business follow-up, organize leads and communications, and bring structure to a busy and growing organization.
This is an in-person role. Candidates must be able to commute to Naperville, Illinois Monday through Friday.
Key Responsibilities
Executive Support
• Manage complex calendars for the CEO and COO
• Coordinate internal and external meetings across multiple priorities
• Monitor high-volume inboxes and flag priority items
• Prepare daily and weekly priority lists to support executive focus
• Coordinate travel arrangements and meeting logistics
Communication and Follow-Up
• Draft polished professional emails and meeting follow-ups
• Track action items and ensure next steps are completed
• Maintain organized notes and summaries from meetings
• Support preparation of presentations and key documents
Business and Client Coordination
• Organize conference leads and follow-up activity
• Coordinate outreach and meeting scheduling with prospective clients
• Maintain CRM updates (Salesforce or similar systems)
• Assist with proposal preparation and follow-up materials
• Help leadership stay organized around active opportunities and conversations
Administrative Organization
• Maintain organized digital files and trackers
• Help create structure around recurring administrative and business tasks
• Support day-to-day coordination that keeps leadership operating efficiently
Qualifications
• 5+ years of experience supporting senior executives (CEO, COO, founder, or other C-suite leaders)
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-moving environment
• High level of professionalism and discretion
• Comfortable using Google Workspace, Microsoft Office, LinkedIn, and CRM systems such as Salesforce
• Confident interacting with clients, partners, and senior stakeholders
• Must be able to work on-site in Naperville Monday through Friday
Preferred Experience
• Experience supporting executives in a founder-led or growing company
• Experience helping organize client follow-up or sales coordination
• Familiarity with CRM systems and conference lead follow-up
• Experience working in healthcare, diagnostics, or other fast-paced industries
Compensation and Benefits
Salary range: $65,000 – $80,000 depending on experience
Benefits include
• Health insurance
• 401(k)
• Paid time off
Why This Role Matters
This role plays an important part in helping leadership stay organized, responsive, and focused as the company continues to grow. The right person will become a trusted partner in keeping communication, priorities, and follow-ups moving across the business.
How to Apply
Please submit your resume along with a short paragraph explaining why you would be a strong fit for this role. Candidates must be able to work on-site in Naperville, Illinois.
This opportunity is available in the following areas: Tumwater, Tacoma, Federal Way, Everett, Bellingham, Mason County and Tri Cities. The ideal candidate lives in one of these areas or is willing to relocate.
Cornerstone, part of The Pennant Group family, is currently seeking entrepreneurial leaders with proven results in building and leading exceptional teams—and a passion for the home health, hospice and home care industry. Join us in making an impact and shaping the future of post-acute care!
About the Opportunity:
The CEO-in-Training (CIT) Program is designed to prepare outstanding leaders for the opportunity to lead one of our home health or hospice agencies. This salaried, full-time training program typically lasts 3–6 months, depending on your background and experience. CITs may advance to oversee one of our thriving agencies or a future acquisition, with continued mentorship and operational support from experienced Pennant partners.
As a CIT, you will gain hands-on practical experience in operations, clinical care, and business management under the guidance of an experienced Executive Director/CEO. The program offers mentorship, cross-functional training, and real responsibility in a dynamic environment. You’ll learn to drive results, cultivate a strong team culture, and develop a deep understanding of the unique business models that power Pennant’s success.
Key Responsibilities:
- Participate in on-the-job training across all operational roles
- Shadow clinical and administrative teams to understand the full scope of the business
- Lead projects and contribute to real-time solutions within your host company
- Engage in self-study on industry regulations and operational best practices
- Align leadership skills while embodying Cornerstone’s core values
Qualifications:
Minimum Requirements:
- 3-5 years of proven leadership experience
- Strong track record of building and leading successful teams
- Ability to create a vision and drive results
- Must obtain any required state licensing during their CIT program (varies by state)
- Open to relocation based on available opportunities
Preferred Qualifications:
- Bachelor's degree (MBA/MHA preferred)
- Entrepreneurial mindset with a passion for growth
- Experience in business development, marketing, and financial management
- Proven ability to drive culture and lead with passion
About Us:
Cornerstone, an affiliate of The Pennant Group (NASDAQ: PNTG), is committed to delivering compassionate, personalized care to patients and families in the comfort of their own homes. As part of the Pennant family—a growing national network with over 180 affiliated locations across 14 states spanning home health, hospice, and senior living—we operate with the independence and flexibility that allow our local leaders to truly make a difference. Pennant Services provides robust clinical, legal, accounting, IT and HR support, enabling our teams to focus on delivering exceptional service and care.
We are guided by the core values that shape Pennant’s unique culture:
- Customer Second
- Accountability
- Passion for Learning
- Love One Another
- Intelligent Risk Taking
- Celebrate
- Ownership
We believe in empowering our people, fostering excellence, and creating an environment where personal and professional growth thrives. Our culture makes Pennant a truly unique place to work.
Learn More and Connect with Us:
Careers: a CEO: :
About us:
At Cedar Creek, we treat a wide range of mental health conditions using evidence-based approaches that are tailored to the unique needs of each individual and delivered with care and compassion. We provide residential mental health treatment for adults (18+) of all genders in a safe and compassionate environment. Our experienced clinical team specializes in complex cases, delivering evidence-based care tailored to each individual. We create a supportive setting that fosters healing and long-term recovery. As part of our commitment to whole-person care, our Family Support Program offers multiple opportunities for family therapy to assist loved ones throughout the treatment journey.
What We Offer
- Collaborative environment dedicated to clinical excellence
- Multiple Career Development Pathways
- Company Supported Continuing Education & Certification
- Multiple Health Plan Design Options Available
- Flexible Dental & Vision Plan Options
- 100% Company Paid EAP Emotional Well-Being Support
- 100% Company Paid Critical Illness (with health enrollment plan)
- 100% Company Paid Life & ADD
- 401K with Company Match
- Company-Sponsored HSA, FSA, & DSA Tax Savings Accounts
- Generous Team Member Referral Program
- Parental Leave
Position Summary
STR Behavioral Health Cedar Creek provides evidence based, clinically excellent, client-centered care for individuals seeking treatment for Mental health along a full continuum of care designed to support long-term sustainable care. The CEO influences and communicates the strategic vision and objectives within the facility and is responsible for creating a positive culture committed to superior client care. The facility CEO directs day-to-day operations, ensures clients are provided with robust clinical programming in a safe and comfortable therapeutic environment, manages and develops staff, ensures sound fiscal operations and promotes positive relationships with clinical partners, referents, payors, and the community.
Relationships and Contacts
Within the organization: Reporting to the Group CEO, the facility CEO provides leadership to all staff located at STR Cedar Creek and works collaboratively with network support team members and the governing body.
Outside the organization: Builds and maintains strong professional relationships with clinical and healthcare providers, community partners, vendors, and clients/families.
Essential Responsibilities
1. Collaborates with the governing body to develop and implement clinical programs and operational objectives that promote program growth and respond to changes in the market.
2. Creates and sustains a culture and environment that is focused on providing clinically excellent, client centered care in alignment with the treatment philosophy and core values.
3. Ensures achievement of business objectives through day-to-day operational, financial, clinical, and regulatory oversite of all programs.
4. Effectively manages resources to meet the needs of clients while maximizing resources and minimizing waste.
5. Ensures the timely submission of operational reviews and key performance metrics; interpreting metrics and proactively adapting operations as needed.
6. Promotes the professional growth and development of staff throughout all levels of the facility, championing effective teamwork and critical thinking.
7. Ensures compliance with all licensures, accreditations, contracts, state, and federal laws.
8. Supports the development, implementation, and enforcement of all policies and procedures, including patient rights.
9. Monitors and continuously improves program quality through research and application of industry best practices.
10. Establishes a welcoming environment and strong culture of customer service throughout the facility.
11. Promotes systems of communication and collaboration between admissions, business development, utilization review, finance, and clinical teams.
12. Supports the admissions process by reviewing and approving admissions ensuring the admissions process is smooth, efficient, and client focused.
13. Leads and promotes active communication with department leaders around all actual or potential problems or issues that could result in risk exposure or client dissatisfaction.
14. Provides regular supervision for staff discussing challenges, successes, enhance effectiveness and efficiency of procedures and operation of the program.
15. Collaborates with leadership to ensure proper interpretation and fulfillment of position functions, responsibilities, authority, and relationships.
16. Balances team and individual responsibilities; exhibits an openness to others’ views; gives and welcomes feedback; puts team success over own interests.
17. Manages difficult or emotional client situations, responds promptly to client needs, solicits client feedback to improve service; responds to requests and meets commitments.
18. Communicates clearly and concisely with clients, families, all members of the interdisciplinary team and referral partners.
Additional Responsibilities
1. Maintains effective relationships with organizations in the local community and throughout the behavioral health field.
2. Periodically provides presentations regarding program services and participates in tours, as needed.
3. Acts as leadership on-call designee for emergencies or assigns on call designee when personally unavailable.
4. Ensures follow up with referral sources following admissions, discharges, and during treatment process.
5. Assists with conferences and marketing activities and facilitates referral development contacts in coordination with the clinical partnership team(s).
6. Reviews posted material, new policies, procedures or protocols, staff development announcements, communication log, etc., as needed.
7. Functions within the guidelines of the facility’s Code of Ethics and in accordance with corporate compliance.
8. Assists in promoting and ensuring the organization’s values, mission, goals, and objectives are understood and actively supported by the employees.
9. Performs other duties as assigned.
Qualifications
Education and Experience
Position requires master’s degree in social work or related field. Position requires a minimum of 5 years’ experience in a behavioral healthcare setting, preferably with clients with mental health and SUD and experience with senior level management. Licensed in clinical social work or professional counseling, strongly preferred.
Additional Requirements
• Position requires incumbent to have a valid driver’s license and acceptable driving record.
• Clearance of criminal background, TB test, and any other mandatory state/federal requirements.
• Current CPR and First Aid certification
Skill Competencies
• Demonstrates the ability to lead and promote active communication with department leaders and team members throughout the Company.
• Demonstrates excellent verbal and written communication skills; communicates clearly and concisely with clients, families, referral partners, and all members of the interdisciplinary team.
• Demonstrates an understanding of admission and discharge criteria; able to provide clinical recommendations for level of care placement.
• Demonstrates strong leadership skills; identifies and overcomes challenges, celebrates successes, enhances program effectiveness and efficiency.
• Demonstrates knowledge of and adherence to all licensures, accreditations and contract requirements.
• Demonstrates knowledge of and adherence to all state and federal laws related to business operations.
• Demonstrates a working knowledge of behavioral health management practices and clinical operations.
• Demonstrates the ability to leverage and analyze data to maintain an operational pulse, ensuring ongoing achievement of operational, financial, clinical and regulatory objectives.
• Demonstrates a high level of emotional intelligence and core values alignment.
STR Behavioral health Cedar Creek provides equal employment opportunities without regard to race, color, creed, ancestry, national origin, ethnicity, sex, gender, sexual orientation, marital status, religion, age, disability, gender identity, genetic information, service in the military, or any other characteristic protected under applicable federal, state, or local law. Equal employment opportunities apply to all terms and conditions of employment. STR Behavioral Health Cedar Creek reserves the right to modify, interpret, or apply this job description in any way the organization desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. Reasonable accommodations may be made to reasonably accommodate qualified individuals with disabilities. This job description is not an employment contract, implied or otherwise. The employment relationship remains “At-Will.”
*Must have operational leadership experience in inpatient/residential substance use disorder treatment
Summit BHC is excited to announce we will be opening a new SUD Treatment Center in Raleigh, NC in 2026!
Summary
The Chief Executive Officer serves as the executive officer with day-to-day responsibility for the management and operation of the facility. The CEO has primary responsibility for the development, implementation, and achievement of the facility’s strategic business plan in conjunction with routine operations to include quality of care, staff development, maintenance of licensure and accreditations, financial performance, and continuous performance improvement.
Roles and Responsibilities:
- Collaborates with the governing body in the development of facility-specific annual operating capital budgets and strategic business plans. Assures that the medical staff is involved and provides input into this process through coordination with the office of the Medical Director.
- Manages day-to day operations and staff so that the facility achieves its objectives in all of the following key performance areas: effective patient/client care outcomes, appropriate fiscal management, maintenance of licensure, accreditation and other regulatory criteria, implementation of focused business development processes, medical staff compliance with regulatory and accreditation guidelines.
- Organizes the day-to-day management and operation of the facility through departmentalization, delegation and alignment of responsibilities to meet the facility’s patient/client care and business objectives.
- Creates and maintains a network of local constituency groups to include government agencies, local businesses, affiliate health providers, and the surrounding community.
- Appraises leadership team performance, both of individual members and the team as a whole, assesses competencies, and provides coaching/corrective action as appropriate under the direction of the governing body.
- Ensures participation of staff in facility/program wide in-service and continuing education programs, including those specific to the treatment of children, adolescents and families.
- Recruits allied health professionals and psychiatrists to increase the scope of service offerings at the facility.
- Effectively manages and directs contract negotiations and contract compliance with the commercial payer community to include rate negotiations and services provided. Oversees contract relationships to include regular reporting on contract performance as well as new revenue generation and growth.
- Leads development of continuum of care to include comprehensive outpatient services and community based programs.
- Serves as the final authority for resolution of staff performance concerns and performance improvement activities as appropriate.
- Routinely attends and as appropriate, chairs periodic meetings with the governing body, medical staff, executive management team, and other departments of the facility.
- Remains current in all national healthcare-based initiatives through participation in such organizations as NAPHS and the relevant state based facility association.
- Ensures an effective survey readiness plan is active at all times including a comprehensive auditing plan, corrective actions taken to address noncompliant areas, and preventative actions to maintain continuous accreditation and regulatory compliance.
- Ensures adherence to the Summit Compliance program including timely follow-up with reported compliance issues, staff training, and proactive auditing.
- Confirms and leads accurate Governing Board reporting and quarterly calls.
- Guarantees prompt, thorough follow-up of any patient/client safety issues including system-issue corrections and proactive assessment of high-risk areas.
- Ensures appropriate support for QAPI activities including direct and leadership staff resources, training, and other requirements.
EDUCATION/EXPERIENCE/SKILL REQUIREMENTS:
- Bachelor’s degree in Business Administration, Healthcare Administration, Public Health, Marketing, Clinical or related discipline required; MBA/MHA preferred.
- Three or more years’ experience in senior leadership or CEO role in a behavioral health, acute care, and/or managed care environment.
- Ability to lead successful licensure, accreditation, and compliance efforts in a behavioral health facility.
- Demonstrates thorough knowledge of facility administration and clinical operations.
- Strong working knowledge of financial management and business development processes.
SUPERVISORY REQUIREMENTS:
Five or more years of supervisory/management experience in healthcare setting required.
Summit Healthcare Mgmt offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications. Qualified candidates should apply by submitting a resume. Summit Healthcare Mgmt is an EOE.
Veterans and military spouses are highly encouraged to apply. Summit BHC is dedicated to serving Veterans with specialized programming at our treatment centers across the country. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served
Job Description
We are seeking a dynamic and visionary CEO/President to plan, direct, and control all credit union activities in accordance with credit union plans, policies, directives, and activities as established by the Board of Directors. Responsible for ensuring financial stability and member satisfaction commensurate with the best interest of the members, the employees, and the credit union. Provide strategic direction, vision, and management in all functional areas.
Duties
* Manage the day-to-day operation of the credit union and establish office procedures to utilize staff and facilities most efficiently, to promote products and services, to provide outstanding member service, and to achieve the goals of the credit union.
* Direct all credit union operations, which include planning and implementing programs, policies, and procedures.
* Develop, recommend, and implement financial policies and procedures.
* Investigate workflow of the credit union on a continuous basis and make changes to improve and reduce cost.
* Ensure that the credit union follows the federal laws and regulations set forth by the National Credit Union Administration and other State and Federal regulatory agencies.
* Supervise a budget for the credit union that is consistent with the overall strategic plan.
* Conduct business development activities to promote the growth and development of the credit union. Build positive relationships with the field of membership, and with appropriate trade associations and organizations.
* Manage security and safety for the credit union, analyze security and safety policies and procedures, and to alert staff of any changes in a timely manner.
Experience
* Demonstrated lending background
* Strong finance or accounting background
* Experience integrating or managing new technology solutions in financial services
* Experience running or managing teams
* Strong experience with or demonstrated aptitude for regulatory compliance tasks
* Marketing experience: traditional, online, social media marketing is all a plus
* Vendor contracting and management
DocCafe has an immediate opening for the following position: Physician - Administrative/CEO in Pennsylvania.
DocCafe is the premier physician and advanced practice job board to help you advance your healthcare career.
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DocCafe Offers:
- Free Physician and Advanced Practice Job Search:Easily search, review and apply to jobs that meet your requirements. Plus, set up e-mail alerts for when new jobs are added that meet your search criteria.
- Professional Profile:Attract employers with a profile page that includes your CV, credentials and other medical professional information.
- Confidentiality:Decide which information you want to share and when you appear in an employer's search results.
- Career Matching Support:Our experienced team can match you to your dream based on your unique preferences.
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DocCafe has an immediate opening for the following position: Physician - Administrative/CEO in Oregon.
Make $125 - $145/hourly.
DocCafe is the premier physician and advanced practice job board to help you advance your healthcare career.
----------------
Register now to apply for this job and for access to 120,000+ other openings.
DocCafe Offers:
- Free Physician and Advanced Practice Job Search:Easily search, review and apply to jobs that meet your requirements. Plus, set up e-mail alerts for when new jobs are added that meet your search criteria.
- Professional Profile:Attract employers with a profile page that includes your CV, credentials and other medical professional information.
- Confidentiality:Decide which information you want to share and when you appear in an employer's search results.
- Career Matching Support:Our experienced team can match you to your dream based on your unique preferences.
Get started with DocCafe today.
This position is the HEAD of the Northeast territory which currently comprises of 6 facilities (140 employees) in NJ and Connecticut ($45-50M Revenue).
This individual owns P&L accountability for the northeast region and reports to the Country COO and Country CEO.The idea candidate is a former medical professional (Doctor) that has moved into the business side and has lead primary care practices.Ideal Candidate Brings:Strong educationIdeally an MD who practiced for some time and then transitioned into Business Development, Strategy and Management this isnt 100% required but highly preferredVery well networked in NJ or CT region with physician and insurance companies (payors)Track record of growing healthcare practices (preferably private care)Spanish/LATAM culture a BIG plusPosition will sit in New Jersey (Union City, Elizabeth or Belleville).
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
- Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
- Extensive experience scheduling & managing private air travel
- Managing vendors and serving as a liaison
- Researching and developing new ideas and projects
- Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
- 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise
- Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
Provide support to trust officers and management to accomplish the duties and requirements of the trust division.
Essential Responsibilities:
- Provides customer service to trust clients, businesses, and professionals.
- Provides support to trust officers and trust management.
- Interacts and provides support and customer service to internal personnel.
- Prepares and maintains accurate account documentation to support administrative decisions of Bank in its fiduciary capacity.
- Communicate with clients, businesses, professionals, and internal personnel through the use of letters, email, memorandums
- Answers incoming calls and takes appropriate action.
- Reviews incoming internal and external mail and directs accordingly, responds to correspondence as required.
- Establishes and maintains required departmental documentation, files, and records.
- Prepares reports as needed from trust accounting system.
- Prepares reports in required format, such as, court accountings, state charitable reports, guardianship reports, etc.
- Maintains, manages, and completes tickler file, calendar, and other records as reminders to execute upcoming events.
- Responds and interprets requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.
- Processes and analyzes incoming funds in accordance with account agreements and established procedures.
- Prepares daily work entries and general ledger tickets for trust/banking related transactions.
- Prepares documents and handles all aspects of account openings and closings.
- Prepares discretionary payment requests, administrative reviews, checklists, trust accountings, court reports, and other required documentation.
- Reviews and analyzes account overdrafts and takes appropriate action.
- Reviews account transactions for reasonableness and accuracy.
- Performs research to respond to internal and external inquiries.
- Assists with the preparation of proposals, presentations, and other related educational materials.
- Other department duties include research, organizing meetings, making reservations and special projects.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Ancillary Duties:
As an integral member of the Trust Department, this position is responsible to assist the department as well as the bank in achieving their goals.
Qualifications
Education, Training and Requirements:
- Associates degree in business or related field of study; paralegal; or high school diploma with equivalent business work experience
Skills:
- Highly organized; attentive to detail; strong oral and written communication skills; computer proficient; ability to use office equipment; strong interpersonal skills; ability to prioritize, multi-task and work independently; valid driver's license.
Experience:
- At least two years of customer service in banking/financial related field
Other Job Information
Hours: 40hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $19.00/Hr.
Maximum
USD $25.60/Hr.
The Trust Advisor's primary responsibilities are to administer Trust wealth accounts, including estates, trusts, and investment agencies, and to perform the daily operational functions of these accounts. The individual in this position should have a strong background and understanding of internal policies and procedures, compliance initiatives and projects, and in general keeps abreast of regulatory rules and Trust Operational functions and support Fiduciary Officers with account management and business development responsibilities. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries and internal bank employees.
As a Trust Advisor, you will:
- Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
- Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
- Monitor transactions for completion and accuracy.
- Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
- Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
- Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
- Coordinate and prepare tax-related payments information with clients and outside professionals.
- Provide information to Fiduciary Officers for client meetings.
- Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
- Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
- Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
- 3+ year's personal trust relationship management or related experience.
- Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
- Client-centered focus with excellent strategic thinking and consultative skills.
- Strong organizational, multi-tasking and prioritizing skills.
- PC, phone system, general office equipment.
- Proficiency with Microsoft Office applications.
- Ability to maintain strict confidentiality.
- Ability to effectively promote Nicolet as bank of choice.
- Self-motivated and resourceful.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Our Client: A full-service law firm in western Nassau County, Long Island (close to LIRR stations) with 20 attorneys is hiring an Associate Attorney, Trusts & Estates. The firm Partners are committed to a limit of 1600 billable hours / year to prioritize personal well-being, and better manage life's demands outside of work. A special opportunity to work in Nassau County, Long Island with sophisticated firm clients, resolving complex T&E matters, and employing T&E strategies equally as complex and sophisticated as at larger firms, but with a 'smaller-firm' feel, more collaboration and ease to share knowledge, flexibility, and colleague familiarity, as well as an opportunity for tremendous growth that often surpasses larger firms.
The firm's T&E clients typically include high-net-worth families and individuals, business owners, investors, and company executives. Candidates should have experience and be comfortable working with clients having an estate value in excess of $5M.
Candidate must have at least 4+ years of complex Trusts & Estates experience, including strong tax planning. Joining the firm with a 'book of business' is NOT required, but a plus.
Location: The Long Island office is close to a LIRR train station for those living west or north of Long Island.
Commute: The work is ON SITE in the firm's Long Island office for the most part, with some flex to work in the firm's Manhattan or NJ office now & then, or sporadically on a remote basis as needed.
Salary: Up to about $175k, plus bonus, plus origination fees / commissions for any existing book of business brought into the firm and for any new business brought into the firm.
Responsibilities:
- Prepare wills, annuities, trust documents, etc.
- Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents.
- Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc.
- Assist clients with preserving their wealth and administering estates and trusts.
- Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors.
- Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits.
- Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits.
- Assist clients to plan, create and administer charitable giving and foundations.
- Assist with the probate process and administration of estates for trustees and executors.
- Effectively counsel clients in all aforementioned disciplines
Qualifications:
- At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning.
- J.D.
- Licensed to practice law in NY State.
- Experience working with estates valued over $5 Million.
All replies and discussions are confidential. If qualified and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting, Executive Alliance, at
This client is NOT OPEN TO:
- Sponsoring those in the U.S. on a temporary visa / not authorized to work for U.S. employers
- Providing a relocation package for those living outside of a commuting area to Long Island
LHH is working with a respected law firm to identify a skilled Trust & Estates / Corporate Legal Secretary to provide comprehensive administrative and legal support to attorneys in both the Trusts & Estates and Corporate practice groups. This role is ideal for a detail‐oriented legal professional who enjoys supporting transactional practices and managing multiple priorities in a professional office environment.
The Trust & Estates / Corporate Legal Secretary provides high‐level administrative and legal support to attorneys by assisting with document preparation, client communications, calendaring, and matter management across trust & estate planning and corporate matters.
Essential Job Duties:
- Support trust & estates, corporate, and general transactional matters, including drafting, proofreading, and finalizing legal documents, correspondence, engagement letters, and governance materials
- Assist with the preparation, organization, and meticulous proofreading of estate planning documents, including wills, trusts, powers of attorney, health care directives, and related instruments
- Support preparation of corporate documents such as agreements, bylaws, and capitalization tables
- Draft document "shells" and locate sample documents within the firm's document management system
- Troubleshoot and correct formatting issues in legal documents
- Maintain client files in both electronic and hard‐copy formats and prepare new matter documentation
- Open new matters for assigned attorneys, including preparation of file opening forms
- Manage attorney calendars, deadlines, and meeting scheduling (virtual and in‐person)
- Track and manage attorney CLE records
- Prepare and submit expense reports; track and revise attorney time entries; assist with invoicing coordination
- Manage correspondence with clients and outside counsel
- Notify attorneys of incoming mail and packages
- Coordinate workflow and prioritize assignments to ensure deadlines are consistently met
- Arrange attorney travel and reservations as needed
- Reserve conference rooms, arrange equipment, and coordinate catering for meetings
Qualifications & Requirements:
- Minimum 3+ years of law firm experience as a legal secretary or paralegal; trust & estates experience strongly preferred
- Bachelor's degree preferred
- Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and NetDocuments
- Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities
- Strong interpersonal skills with the ability to build effective working relationships with attorneys, staff, and clients
- Excellent written and verbal communication skills
- High level of professionalism and discretion; ability to maintain confidentiality at all times
- Strong judgment and common‐sense problem‐solving abilities
- Ability to handle routine responsibilities while navigating sensitive or complex assignments
- Flexibility to work overtime as needed
- Consistent punctuality and dependable attendance
- Notary Public status strongly preferred
Location: Westlake Village, CA — 100% onsite
Pay: This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $60,000 to $80,000 annual salary and benefits may include medical, dental, vision, and 401k plans.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates Litigation Practice Group, representing a diverse client base including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.
The ideal candidate will have five or more (5+) years of dedicated experience in trust, estate, and conservatorship litigation in California. The role offers the successful candidate the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal. Minimum billable hours are 1610/yr. Attorneys meeting or exceeding that goal may increase their earnings significantly through the firm's tiered bonus program. The annual base salary for the position is $165,000 to $195,000/yr., depending upon attorney experience, skills, and qualifications. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range to $245,000 at the higher end.
RESPONSIBILITIES
- Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to (a) will and trust contests (e.g., undue influence, lack of capacity, fraud); (b) breach of fiduciary duty claims against trustees, executors, and conservators; (c) petitions for instructions and accountings; (d) spousal property petitions; (e) elder abuse actions (financial and physical); (f) conservatorship contested matters; (g) probate and trust administration disputes.
- Conduct legal research and analysis, draft pleadings, motions, and briefs.
- Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
- Prepare for and attend court hearings, mediations, arbitrations, and trials.
- Communicate effectively with clients, opposing counsel, and court personnel.
- Develop and implement effective case strategies.
- Collaborate with partners and other attorneys on complex matters.
- Mentor junior attorneys and support staff as needed.
- Maintain accurate time records and ensure compliance with billing requirements.
QUALIFICATIONS:
- Juris Doctor (J.D.) degree
- Active membership in good standing with the California State Bar
- Five or more (5+) years of demonstrable experience specializing in California Trust & Estates Litigation
- Strong understanding of the California Probate Code, related statutes, and case law
- Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court
- Excellent analytical, research, and problem-solving skills
- Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
- Strong interpersonal skills and a client-focused approach
- Experience with trial preparation and courtroom advocacy is highly preferred
- A proven track record of successfully resolving complex litigation matters
- Ability to work on a hybrid schedule requiring three (3) days in the office after ninety (90) days of employment
OTHER DETAILS
- Salary of $165,000 - $195,000 (for minimum billables of 1610 hrs./yr.), depending upon attorney experience, skills, and qualifications.
- Hybrid work schedule requiring three (3) days in office after ninety (90) days of employment
- Comprehensive benefits package, including medical, dental, vision, and life insurance.
- 401(k) plan
- Generous paid time off and holidays.
- Professionaldevelopment opportunities
- A collegial and supportive work environment.
- Opportunity for significant growth and advancement within the firm.
Candidates may apply for this position on LinkedIn, on the Hire Counsel website, or by direct e-mail to We at Hire Counsel cannot promise that a particular candidate will get the job or an interview, but we can promise that we will review all submitted resumes.
About Hire Counsel, a Purpose Legal Company
Hire Counsel, a Purpose Legal Company, is an agile legal talent agency. We build connections between legal professionals and our clients, some of the nation's largest law firms and legal departments (and some of the smallest). By connecting good lawyers with our clients, we help attorneys find a permanent home. We also provide individuals with the option to work on contract (temporary) assignments to aid their stability as they proceed with their job searches. Hire Counsel holds all resumes in the strictest confidence.
Are you a dedicated Trusts & Estates attorney looking to make a real difference in the lives of clients while advancing your career in a supportive, collaborative law firm? If so, this is the opportunity for you.
Scion Staffing has been engaged to lead the search for a Trust Administration Attorney on behalf of a highly respected California-based law firm with an outstanding reputation for integrity, client service, and legal excellence. This full-time, hybrid role is based in Pasadena, CA and offers the chance to join a firm deeply committed to both its clients and community.
POSITION OVERVIEW:
As an Associate Attorney (Trust Administration), you'll take ownership of trust administration and estate matters from start to finish, ensuring that every client receives exceptional legal counsel and service. You'll also provide guidance and mentorship to legal staff while working closely with senior counsel and partners. This is an opportunity for an attorney who is ready to step into a leadership role while still engaging deeply in meaningful client-facing work.
Why You'll Love This Role:
- Work with sophisticated, high-value trust administration matters and directly impact families' financial security and legacy planning.
- Join a firm with a collaborative, team-oriented culture that values mentorship, professional growth, and community impact.
- Enjoy a competitive salary, performance-based incentives, and benefits package designed to support both your career and personal well-being.
- Hybrid flexibility in Pasadena with the ability to balance office collaboration and focused remote work.
Responsibilities:
- Lead and manage a portfolio of trust administration and estate matters, ensuring accuracy, compliance, and client satisfaction.
- Draft, review, and manage trust documents, accountings, petitions, and related filings.
- Provide strategic legal advice in areas such as trust administration, estate planning, tax, and real estate.
- Supervise and mentor paralegals and support staff.
- Build and maintain lasting client relationships while identifying opportunities for growth and firm impact.
Qualifications:
- Juris Doctor (JD) and active California Bar membership in good standing.
- Demonstrated experience in trust administration and estate law.
- Strong legal drafting, research, and communication skills.
- Proven ability to manage complex client matters and mentor team members.
- A passion for serving clients with integrity, excellence, and care.
Compensation & Benefits:
- Base salary: $145,000+ (commensurate with experience).
- Performance bonuses with OTE potential exceeding $210,000.
- Full medical, dental, and vision coverage.
- 401(k) with employer contributions.
- Generous PTO and ongoing professional development support.
ABOUT OUR SEARCH FIRM:
Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.
Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, equitable, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.
Remote working/work at home options are available for this role.