Overview
Estate Planning Assistant Jobs in Fort Myers, FL at Green Schoenfeld & Kyle LLP
About Us
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our strategic plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech’s faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation’s top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech’s Mission and Values
Georgia Tech’s mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
Department Information
SimTigrate Design Lab: Where Healthcare and Design Meet
The SimTigrate Design Lab is an interdisciplinary research lab using evidence-based design (EBD) to shape the future of healthcare. We improve healthcare outcomes by measuring, quantifying, and documenting the impacts of the built environment in the healthcare process. From lighting and sleep to infection prevention, we study healthcare spaces and provide evidence-based guidelines that will impact the entire field of healthcare design.
We use EBD as a future-focused conceptual model. Moving beyond literature review, we identify points of leverage and emerging strategies in healthcare spaces that could provide designers innovative ways to improve healthcare outcomes.
We bring together individuals in diverse fields, including architecture, industrial design, systems engineering, mechanical engineering, computer science, nursing, medicine, and psychology. Our lab is dynamic and innovative. We do and communicate research and are focused on teaching students and researchers how to do the work and think critically about the design process.
Job Summary
Provide high level, specialized administrative services within a campus unit, usually in direct support of unit management. Position usually encompasses organization of office services within area including coordinating calendars, meetings and events, budget administration, procurement and report preparation. May provide work coordination and supervision to lower level administrative personnel within the unit. This position will interact on a consistent basis with: unit management and staff, vendors and office visitors. This position typically will advise and counsel: administrative staff . This position may supervise lower level administrative staff.
Responsibilities
Job Duty 1 – Prepare and manage department budget; generate associated reports
Job Duty 2 – Coordinate Payroll and HR related functions (time-keeping, PSFs, paperwork processing, etc.)
Job Duty 3 – Coordinate unit purchasing process; track and manage purchasing activities
Job Duty 4 – Originate and process correspondence, reports and other documentation
Job Duty 5 – Compile, organize and analyze data for use in reports; develop and maintain databases and records management systems
Job Duty 6 – Plan meetings and other events to include scheduling, reservations, arrangements, etc.
Job Duty 7 – Make travel arrangements for unit staff management and staff as directed
Job Duty 8 – Review and resolve complex administrative related questions and issues; recommend new or revised unit administrative procedures
Job Duty 9 – Provide training and ongoing work guidance (may include supervision) to administrative staff members as required
Job Duty 10 – Perform other duties as assigned
Responsibilities
Job Specific Responsibilities:
Job Duty 1: Prepare and manage the Center budget; generate associated reports
Develop, analyze, reconcile and report financial data for a variety of types of accounts in the Center on a monthly basis.
Interact with the College of Design business office to coordinate oversight of sponsored project activity and correct any issues.
Job Duty 2: Coordinate payroll and HR related functions
Coordinate with the College of Design HR office to support the hiring process for center student assistants
Manager time approvals in the OneUSG Connect system.
Job Duty 3: Coordinate the SDC purchasing process, tracking and managing purchasing activities
Hold departmental purchasing card. Manage and reconcile purchases made via dept purchasing card. Responsible for all SDC purchases for office supplies, rental equipment, lab materials and class materials in the requisition system (Workday).
Responsible for reimbursements for SDC-related purchases.
Job Duty 4: Office Management
Coordinate all internal facility requests with institute facilities dept.
Coordinate with IT to maintain lab computers and printers in working order and secures new equipment as needed.
Create standard processes and procedures for the labs.
Coordinate all deposits of old equipment to the surplus dept.
Maintain the organization of both labs¿ office spaces, lab and conference room.
Manage and update all SDL software and organization subscriptions.
Coordinate building access to the lab
Job Duty 5: File management
Compile, organize and analyze data for use in reports.
Supervise processing mail of and miscellaneous correspondence; maintain filing system.
Develop and maintain databases. Organize, maintain, and archive peer reviewed journal articles, project reports and presentations.
Job Duty 6: Meetings, Marketing and Communications Coordination
Make arrangements for conferences and seminars.
Plan, schedule, coordinate, and facilitate bi-weekly SDL team meetings. Guide students to organize regular team building events.
Manage the SDL relationships with college marketing personnel for events and updating the websites. Works with the College marketing coordinator to create, plan, and maintain communication and marketing plans.
Coordinate and participate in tours of the SimTigate Design Center. Interface with internal and external partners as needed.
Oversee student assistant to create and maintain a newsletter that goes to all SDL stakeholders.
Job Duty 7: Make travel arrangements for SDC staff as directed.
Coordinate with College of Design Business office staff to support financial operational duties related to accounts payable, accounts receivable, procurement, payroll and inventory.
Manage all travel authorizations and expense reports for faculty and students of the SDC for conferences and field work.
Job Duty 8: Review and resolve complex administrative related questions and issues: recommend new revised unit administrative procedure
Job Duty 9: Provide training and ongoing work guidance to administrative staff members as required
Coordinate with the College of Design HR office to support on/off boarding of all levels of employees (faculty, students, visiting scholars/fellows, visiting professors).
Track annual performance review activities, perform reviews of student assistants
Required Qualifications
Educational Requirements
High school diploma, GED Certificate or Vocational School Diploma
Required Experience
Six to eight years of job related experience
Preferred Qualifications
Preferred Qualifications: Bachelor’s degree in Business Administration or related field or equivalent combination of education and experience.
Proposed Salary
Grade A6
Salary Range: $19.28 – $27.17
Knowledge, Skills, & Abilities
SKILLS
This job requires advanced skills in general office administration to include budget administration, unit level procurement processing, document production and management, records management, event management, problem solving and office organization. Skill in use of advanced office and financial related computer applications is required.
Knowledge, Skills, & Abilities
Additional KSAs:
This job requires working knowledge of office management processes and procedures including those related to accounting/finance, grant and proposal processing and general administration.
Skills in supervision, organization and communications, financial record keeping, report writing, knowledge of general office administrative processes and practices, and event planning are required.
Use of Microsoft Office related computer applications and other specialized computer applications and systems are required
USG Core Values
The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at https://www.usg.edu/policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of race, ethnicity, ancestry, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. This prohibition applies to faculty, staff, students, and all other members of the Georgia Tech community, including affiliates, invitees, and guests. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
More information on these policies can be found here: https://www.usg.edu/policymanual/section6/c2714 Board of Regents Policy Manual | University System of Georgia (usg.edu).
Other Information
This is not a supervisory position.
This position has financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position requires a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.
Background Check
Successful candidate must be able to pass a Position of Trust + Credit background check. Please visit http://policylibrary.gatech.edu/employment/pre-employment-screening
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Title: Estate Planning Assistant
Company: Green Schoenfeld & Kyle LLP
Location: Fort Myers, FL
