Plugin Boutique Jobs in Usa

989 positions found — Page 63

Junior Litigation Associate
🏢 Jobot
Salary not disclosed
Atlanta 2 weeks ago
Advance Your Litigation Career with a Respected Boutique Firm- Seeking a Driven Associate Attorney! This Jobot Job is hosted by: Anne-Laure McGrory Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $90,000
- $125,000 per year A bit about us: Our firm is a litigation-focused practice with a long-standing reputation for delivering effective, strategic representation to clients ranging from individuals to Fortune 500 companies.

We handle complex matters across a variety of practice areas, offering our clients the depth and precision of a larger firm with the agility and responsiveness of a boutique.

Our team values professionalism, integrity and a collaborative approach that fosters both client success and attorney growth.

Why join us? Join a well-established, mid-sized firm known for its sophisticated litigation practice, collaborative environment, and commitment to professional development.

Ideal for attorneys ready to take on meaningful responsibilities with direct client and courtroom exposure.

Job Details Job Details: We are on the lookout for a dynamic, detail-oriented, and experienced Associate Attorney to join our team.

The ideal candidate will possess a strong background in law, with a particular focus on legal research, legal writing, litigation, and civil litigation.

This role offers an exciting opportunity to be part of a diverse team of legal professionals, working on a variety of complex and challenging cases.

The successful applicant will be responsible for handling all aspects of civil litigation, including conducting legal research, drafting legal documents, and representing clients in court.

This position requires a minimum of 5 years of experience in a similar role.

Responsibilities: 1.

Conduct comprehensive legal research to support case preparation and strategy development.

2.

Draft, review, and revise a variety of legal documents, including pleadings, motions, briefs, contracts, and agreements.

3.

Represent clients in all stages of civil litigation, including pre-trial, trial, and appellate proceedings.

4.

Collaborate with a team of attorneys, paralegals, and legal assistants to develop case strategies and prepare for court proceedings.

5.

Provide legal advice to clients, ensuring they are fully informed of their rights and obligations under the law.

6.

Stay updated on current laws, regulations, and industry trends to provide accurate and up-to-date legal advice.

7.

Maintain the highest standards of professional conduct and ethics at all times.

8.

Participate in business development activities to expand the firm's client base and enhance its reputation in the legal community.

Qualifications: 1.

Juris Doctor (JD) degree from an accredited law school.

2.

Experience as an attorney, with a focus on legal research, legal writing, litigation, and civil litigation.

3.

Membership in good standing with the Georgia (GA) state bar.

4.

Exceptional legal research and writing skills, with the ability to draft clear, concise, and persuasive legal documents.

5.

Proven experience in civil litigation, with a strong track record of successful case outcomes.

6.

Excellent analytical and problem-solving skills, with the ability to think strategically and creatively.

7.

Strong interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.

8.

Ability to handle multiple cases simultaneously, prioritize tasks effectively, and meet tight deadlines.

9.

High level of professionalism, integrity, and ethical judgment.

10.

Commitment to ongoing professional development and learning.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Corporate Attorney (M&A)
🏢 Jobot
Salary not disclosed
Summit 2 weeks ago
Boutique corporate litigation and venture capital! This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $140,000
- $180,000 per year A bit about us: Boutique corporate litigation and venture capital! Why join us? Message me for details! Job Details Qualifications: To be considered for this role, you must have: 1.

A Juris Doctor degree from an accredited law school.

2.

Active membership in good standing with a state Bar.

3.

A minimum of 2-5+ years of experience in corporate law, with a focus on mergers and acquisitions.

4.

Expertise in asset purchases, equity transactions, entity formation, and corporate governance.

5.

Exceptional negotiation and drafting skills, with attention to detail.

6.

Strong business acumen, with the ability to understand and advise on the business implications of legal decisions.

7.

Excellent communication and interpersonal skills, with the ability to work effectively with all levels of the organization.

8.

The ability to manage multiple projects concurrently, meet deadlines, and work well under pressure.

This is an exciting opportunity for a Corporate Attorney looking to make a significant impact in a growing company.

If you have the required skills and experience, we would love to hear from you.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Sr. Tax Accountant
🏢 Jobot
Salary not disclosed
Beverly Hills 2 weeks ago
Join a boutique CPA firm in Beverly Hills! This Jobot Job is hosted by: Andrea Ankarlo Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $100,000
- $140,000 per year A bit about us: We are partnering with a successful boutique CPA firm in Beverly Hills, CA that is seeking a Senior Tax Accountant to join the team! Location: Beverly, Hills, CA
- onsite for the 1st year then open to discussion Base Salary: $90k-$100k/year + Overtime Pay + Year-End Bonus Based On Performance! Why join us? Medical Insurance Retirement Benefits (401k matching) Overtime Pay Year-End Bonus Based On Performance! Job Details This is a full-time, on-site role for a Senior Tax Accountant based in Beverly Hills, CA.

The Senior Tax Accountant will be responsible for: Preparing and reviewing tax returns Ensuring compliance with tax regulations Managing tax planning strategies.

Preparing and analyzing financial statements on Quickbooks Preparing and reviewing tax returns Addressing client inquiries regarding tax and accounting matters Requirements: 5+ Year Experience in Tax Compliance, Tax Preparation, and expertise in tax regulations in CPA Firm Environment Experience with Lacerte and Quickbooks required Strong understanding of Financial Statements and their preparation and analysis Bachelor's degree in Accounting, Finance, or a related field (CPA certification preferred) PLUS: Fluency in French preferred but not required
*PLEASE SEND ANSWERS TO THE FOLLOWING APPLICATION QUESTIONS TO DIRECTLY AFTER YOU APPLY
* 1.

How many years of experience do you have as a Tax Accountant? 2.

How many years of experience do you have in public accounting? 3.

Do you have your CPA? If not, are you eligible or working towards it? 4.

Can you work onsite in Beverly Hills? This is not a remote position.

5.

What base salary range are you looking for? 6.

Why are you looking for a new position at this time? 7.

Will you require work sponsorship now or in the future? Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Real Estate Transactional Attorney
🏢 Jobot
Salary not disclosed
San Diego 2 weeks ago
Boutique law firm seeks talented Real Estate Attorney This Jobot Job is hosted by: Jacob Wolf Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $160,000
- $220,000 per year A bit about us: Boutique law firm with sophisticated commercial real estate and business transactional practice is seeking a full-time real estate attorney with 3-6 years of experience in a real estate transactional practice.

Candidate must have significant experience in the area of commercial real estate law as well as outstanding drafting skills, work ethic, and attention to detail.

Must be reliable, responsible, motivated, friendly, and able to thrive in a small firm environment.

The ability to work well with and support others is key.

Competitive salary and benefits.

Why join us? Origination bonus program pays 15% bonus of monthly of amounts collected on originated matters.

Annual billable hours goal is 1,750.

Production bonus program pays an annual bonus of 5% of salary base at 1,800 billable hours, plus an additional bonus of 40% of billing rate for each billable hour above 1,800 billable hours.

Work-from-home benefit and in-office options.

401(k) & Profit Sharing plans offered.

Full benefits package, including health, dental, vision, long-term disability (LTD), flexible spending account, and more through a Section 125 cafeteria plan.

Generous business development budget; business development activities are always encouraged and supported.

Extensive continuing education training programs, including in-house CLE presentations, interactive department meetings, attendance at live CLE seminars, and online CLE courses.

Job Details Juris Doctor (JD) degree from an accredited law school and active license to practice law in California.

3-6 years of experience as a real estate transactional attorney, with a focus on representing sophisticated real estate investors and developers.

At least two years of experience at a larger, national, or regional law firm.

Strong expertise in drafting and negotiating real estate transaction documents.

In-depth knowledge of real estate law, including acquisitions, financing, leasing, and development.

Exceptional analytical, organizational, and communication skills.

Ability to manage multiple complex transactions under tight deadlines.

Candidates with significant litigation or corporate experience will not be considered.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Senior Associate Attorney- Commercial Real Estate
🏢 Jobot
Salary not disclosed
Boston 2 weeks ago
Hybrid role at an amazing boutique real estate firm This Jobot Job is hosted by: Farrell Ougheltree Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $200,000
- $240,000 per year A bit about us: Our client is a boutique law firm, handling all matters related to commercial real estate.

They provide legal counsel to pension funds, institutional investors and their investment managers, real estate operating and development companies, private equity investors, REITs, investment and commercial banks, for-profit and nonprofit developers, brokers, landlords, and tenants.

Why join us? Hybrid Work Schedule Generous PTO Policy 401(k) with Firm Match Comprehensive Health Insurance Job Details Position Overview: The Senior Associate – Commercial Real Estate will play a key role in representing clients in acquisitions, dispositions, financings, joint ventures, leasing, and development projects.

This position requires extensive experience in handling sophisticated real estate transactions and the ability to work independently while mentoring junior attorneys.

Key Responsibilities: Advise clients on acquisitions, dispositions, financings, and leasing of commercial real estate assets, including office, retail, industrial, and multifamily properties.

Draft, review, and negotiate purchase agreements, loan documents, joint venture agreements, and commercial leases.

Conduct and oversee due diligence, including title and survey review, zoning analysis, and contract assessment.

Collaborate with lenders, investors, developers, and institutional clients to structure complex real estate transactions.

Assist with real estate aspects of corporate mergers and acquisitions.

Manage client relationships, providing strategic counsel on real estate investments and risk mitigation.

Supervise and mentor junior associates and legal staff.

Qualifications: J.D.

from an accredited law school and active Massachusetts bar membership in good standing.

5+ years of commercial real estate law experience at a reputable law firm or in-house legal department.

Strong experience with purchase and sale agreements, leasing, financing, and joint venture structuring.

Excellent drafting, negotiation, and communication skills.

Ability to manage multiple transactions and work effectively under deadlines.

Strong business acumen and client management skills.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Tax Manager
🏢 Jobot
Salary not disclosed
Mobile 2 weeks ago
Local Boutique Firm This Jobot Job is hosted by: Emily Bohanon Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $85,000
- $120,000 per year A bit about us: We are a small, boutique firm in Mobile that has served the community for many years! Why join us? Joining our team means becoming part of a dynamic and supportive environment that values professional growth and work-life balance.

We offer flexible work arrangements, including remote work options, to accommodate the diverse needs of our staff.

Our firm encourages continuous learning and provides opportunities for career advancement through mentorship and exposure to a variety of challenging projects.

Job Details Please apply today if you meet the following criteria: 5+ years in public accounting CPA or EA credentials Quickbooks online Experience with Tax Prep, general client accounting services and bookkeeping Experience in one of the following preferred: Real Estate Tax, Restaurants and Retail.

Attorneys and Law Firms Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Environmental Litigation Attorney
🏢 Jobot
Salary not disclosed
Troy 2 weeks ago
Environmental Litigation Attorney
- Albany NY This Jobot Job is hosted by: Dana Paulo Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $120,000
- $150,000 per year A bit about us: Highly regarded boutique law firm with a top-tier environmental and energy practice, representing corporate, municipal, and developer clients in complex regulatory and litigation matters across New York State.

Join a collaborative litigation team handling environmental enforcement actions, administrative proceedings, and related civil litigation.

The role offers hands-on responsibility, meaningful motion practice, and exposure to state and federal forums.

Direct partner access and mentorship.

Long-term growth in a respected niche practice.

Why join us? Competitive salary + bonus Health, Dental, PTO, 401k Potential path to senior attorney/partnership Supportive, collegial environment with strong mentorship Highly respected environmental & energy boutique Direct exposure to meaningful regulatory and policy work Opportunity for long-term specialization and influence Strong reputation within NYS agencies and legal community Job Details Job Details: We are seeking a passionate, dynamic, and experienced Environmental Litigation Associate Attorney to join our legal team.

The ideal candidate will have a strong background in litigation with a focus on environmental law.

This is a permanent, full-time position that offers an excellent opportunity to work on high-stakes environmental litigation cases, and to make a significant impact on environmental policy and protection.

Responsibilities: Provide legal counsel and representation to clients in environmental litigation matters.

Conduct thorough and efficient discovery to gather necessary evidence and information.

Handle complex civil matters, including those related to environmental regulations and policies.

Draft and argue motions in court, utilizing strong motion practice skills.

Utilize knowledge of Article 78 proceedings to challenge decisions made by administrative agencies.

Collaborate with other attorneys, paralegals, and legal assistants to ensure the best outcome for clients.

Stay updated on current environmental laws and regulations, and advise clients accordingly.

Develop strategies for handling litigation cases, and represent clients in court.

Participate in settlement negotiations, and advocate for the best interests of clients.

Conduct legal research and analysis, and prepare legal documents such as briefs and pleadings.

Qualifications: Juris Doctor (JD) degree from an accredited law school.

Must be a licensed attorney in good standing with the NY state bar.

Minimum of 3-7 years of experience in environmental litigation.

Environmental Litigation Experience Experience with Discovery, Memos of law, Affidavits, Article 78 proceedings, and motion practice.

Strong analytical and problem-solving skills, with the ability to handle large amounts of information.

Excellent written and verbal communication skills.

High level of professionalism and ethical standards.

Excellent organizational skills, with the ability to manage multiple cases and deadlines simultaneously.

Strong commitment to environmental protection and sustainability.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Executive Assistant to the CEO
🏢 Jobot
Salary not disclosed
Rockwall 2 weeks ago
Boutique Financial Firm Looking for an Executive Assistant for the CEO This Jobot Job is hosted by: Victoria Casal Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $80,000
- $120,000 per year A bit about us: Boutique Financial Firm Why join us? Supportive, family-like team environment Competitive salary, benefits, and 25+ paid days off Flexible Fridays, casual dress code, and regular team events Job Details Key Responsibilities: Provide high-level administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.

Prepare and organize correspondence, reports, presentations, and confidential documents for the CEO.

Serve as a liaison between the CEO and internal/external stakeholders, ensuring timely communication and follow-up.

Assist with client onboarding, meeting preparation, and follow-up tasks to support the CEO’s client relationships.

Coordinate special projects, events, and team activities as directed by the CEO.

Maintain and update records, files, and databases with accuracy and confidentiality.

Handle sensitive information with discretion and professionalism.

Support the CEO in managing priorities, deadlines, and workflow to ensure efficient operations.

Qualifications: Bachelor’s degree preferred; relevant experience in financial services or executive support required.

3+ years of experience as an executive assistant, preferably in a financial or professional services environment.

Exceptional organizational, time management, and multitasking skills.

Bookkeeping and payroll experience Strong written and verbal communication abilities.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with CRM or financial planning software a plus.

Ability to work independently, exercise sound judgment, and maintain confidentiality.

Positive attitude, proactive approach, and commitment to supporting a collaborative team culture.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Client Associate
🏢 Jobot
Salary not disclosed
Los Angeles 2 weeks ago
Join a high-performing, boutique Los Angeles wealth management team as a Client Associate.

Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-worth clients while growing your career.

This Jobot Job is hosted by: Ray Madden Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $80,000
- $100,000 per year A bit about us: We are a boutique, Los Angeles-based wealth management firm serving high-net-worth individuals, families, and business owners.

Our experienced team provides customized financial solutions with a focus on integrity, collaboration, and excellence, building lasting client relationships while delivering top-tier service.

Why join us? Work with a high-performing, client-focused team managing multi-billion-dollar client portfolios.

Gain exposure to complex financial planning, account management, and wealth strategies for HNW clients.

Opportunity to grow professionally in a supportive, collaborative environment with mentorship from seasoned advisors.

Competitive salary plus performance-based bonus, full benefits, and 401(k) contribution.

Hybrid work options after training and ongoing development opportunities.

Job Details Key Responsibilities Serve as a trusted client contact, responding to inquiries with professionalism and accuracy.

Manage the full account lifecycle, including onboarding, funding, updates, and trade coordination.

Lead new client onboarding: gather documentation, prepare paperwork, and coordinate systems.

Monitor accounts for actionable items (e.g., RMDs, account updates, restrictions).

Prepare deliverables such as performance reports, presentations, and financial plan materials.

Maintain high data integrity across platforms and systems.

Provide additional administrative support as needed.

Qualifications Experience & Licenses: 2+ years in client-facing wealth management or financial services.

Familiarity with Fidelity and/or Charles Schwab platforms, and financial planning software like eMoney or Envestnet.

Experience with insurance, annuities, or 529 plans a plus.

Series 65 is a plus but not required.

Skills & Traits: Highly organized with exceptional attention to detail.

Strong verbal and written communication skills.

Analytical, problem-solving mindset with ability to manage multiple priorities.

Comfortable in client-facing and collaborative internal roles.

Self-starter who thrives in a high-expectation, low-ego environment.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Litigation Attorney
🏢 Jobot
Salary not disclosed
Newport Beach 2 weeks ago
Boutique firm in Irvine! This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $135,000
- $170,000 per year A bit about us: Boutique firm in Irvine! Why join us? Message me for details! Job Details Responsibilities: As a Permanent Trust Litigation Attorney, your responsibilities will include: 1.

Representing clients in all stages of trust and estate litigation, including drafting pleadings, conducting discovery, participating in settlement negotiations, and attending court hearings and trials.

2.

Advising clients on legal rights and obligations related to trust and estate matters.

3.

Conducting legal research and analysis to develop effective litigation strategies.

4.

Collaborating with team members to ensure the delivery of high-quality legal services.

5.

Staying abreast of current legislation, court decisions, and other developments that may affect clients' trust and estate matters.

6.

Developing and maintaining strong relationships with clients, colleagues, and other stakeholders.

7.

Maintaining the highest standards of professional conduct and ethics.

Qualifications: To qualify for the Permanent Trust Litigation Attorney position, you must possess the following: 1.

A Juris Doctor (JD) degree from an accredited law school.

2.

Admission to the state bar.

3.

A minimum of 2-5 years of experience in civil litigation with an interest in trust and estate litigation.

4.

Demonstrated ability to handle complex trust and estate litigation matters independently.

5.

Exceptional legal research, analysis, and writing skills.

6.

Strong negotiation and advocacy skills.

7.

Excellent interpersonal and communication skills.

8.

A high level of professionalism and ethical standards.

9.

The ability to work effectively in a team and to build strong relationships with clients and colleagues.

10.

A strong commitment to client service and to achieving outstanding results.

If you have a passion for trust and estate litigation, a commitment to excellence, and a desire to make a difference, we would love to hear from you.

Apply today to join our team as a Permanent Trust Litigation Attorney.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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