Overview
Legal Assistant / Research Assistant at Environmental Law Firm Jobs in Oakland, CA at Lozeau Drury LLP
OneofUs is a single-family office dedicated to managing the financial, legal, and administrative affairs of our clients with the utmost professionalism and discretion. We are seeking a highly organized and proactive Administrative Coordinator to join our team. This role is pivotal in ensuring seamless communication and coordination between internal teams and external partners.
Job Summary:
We are seeking a highly organized, detail-oriented Administrative Coordinator to support the daily operations and assist the leadership of our family office. The ideal candidate will have a background in business, finance, or accounting (degree preferred), or equivalent real-world experience. This person will serve as a central point of communication, coordinating with various internal and external parties. They will also manage documents and information organization, scheduling, and various other administrative duties.
Primary Responsibilities:
Serve as the primary liaison between the family office and external parties, including attorneys, accountants, and executive staff of closely held businesses
Filter and prioritize communications within the organization to ensure streamlined and efficient communication flow
Coordinate and manage the execution of various projects by tracking and following up on action items, deadlines, and information request and delivery.
Manage and maintain organized records and documentation for all family office clients
Ensure all documents are properly filed, updated, and easily accessible.
Uphold confidentiality and security of all sensitive information
Prepare meeting agendas and materials, take detailed notes, and draft summaries
Distribute meeting materials to relevant parties in a timely manner
Track action items and ensure follow-through on deadlines
Follow up on meeting outcomes to ensure timely completion of action items
Handle incoming calls, emails, and correspondence professionally and promptly
Prepare reports, presentations, and other documents as required
Coordinate and schedule meetings, appointments, and events
Assist in travel arrangements and itinerary planning for executives
Oversee office supplies inventory and place orders when necessary
Ensure the office environment is clean, organized, and conducive to productivity
Coordinate with vendors and service providers as needed
Assist with basic accounting tasks such as invoice processing and expense tracking
Collaborate with the finance team to support budgeting and financial reporting activities
Support special projects and initiatives, ensuring they are completed on time
Conduct research and compile data to aid decision-making processes
Required Qualifications:
Bachelor’s degree in Business Administration, Finance, Accounting, or a related field preferred
Relevant real-world experience in business, finance, or accounting sectors may substitute for formal education
2 years of proven experience in an administrative or coordination role in a fast-paced
professional setting
Experience working with ultra-high-net-worth individuals and families and an understanding of their general needs
Familiarity with the operations of a family office or financial services environment
Preferred Qualifications:
Exceptional organizational skills with intense attention to detail
Ability to handle sensitive information with discretion and confidentiality
Strong professional communication skills, both written and verbal
Ability to manage multiple tasks simultaneously and prioritize effectively
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Familiarity with document management systems and scheduling tools
Job Type: Full-time
Pay: $65,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Day shift
Monday to Friday
Education:
Bachelor’s (Preferred)
Work Location: In person
Title: Legal Assistant / Research Assistant at Environmental Law Firm
Company: Lozeau Drury LLP
Location: Oakland, CA
