We are looking for an experienced Executive Assistant to provide high-level administrative and executive support within our organization in Tucson, Arizona. This role requires exceptional organizational skills, a proactive mindset, and the ability to handle sensitive information with confidentiality. As a Contract-to-permanent position, this opportunity is ideal for someone seeking to grow within a dynamic and meticulous environment.<br><br>Responsibilities:<br>• Manage multiple executive calendars, ensuring optimal scheduling and prioritization.<br>• Coordinate travel arrangements, including booking flights, accommodations, and transportation.<br>• Organize and prepare for meetings and conferences, including drafting agendas and setting up presentations.<br>• Maintain and organize office files, ensuring easy access and proper documentation.<br>• Process incoming correspondence and tasks, distributing them appropriately and ensuring timely follow-up.<br>• Create and revise PowerPoint presentations in collaboration with multiple stakeholders.<br>• Compile and analyze data to prepare reports and presentations for management.<br>• Draft clear and precise correspondence, memos, and meeting minutes, ensuring accuracy and clarity.<br>• Plan and manage appointments, events, and special projects as needed.<br>• Uphold compliance standards by safeguarding confidential information and managing secure healthcare transactions.
Prepare and assemble living trusts, last wills, deeds, and health care documents to include, <br>Property Power of Attorney, Mental Health Care Power of Attorney, HIPAA Authorizations, <br>and Living Wills. <br>• Review a completed intake and input pertinent information into the client management <br>system for document production. Follow up for clarification with the attorney and/or client. <br>• Identify client needs and bring them to the attorney’s attention for further legal advice.<br>• Proof documents for accuracy. <br>• Final client phone calls to ensure proper spelling of names and beneficiary designations.<br>• In-depth understanding of living trusts, last wills, and health care documents, including<br>Property Power of Attorney, Mental Health Care Power of Attorney, HIPAA authorizations, <br>and Living Wills.<br>• Explain the above documents to the clients, obtain the appropriate signatures, and answer <br>client questions without providing legal advice. <br>• Assemble the estate planning binder, make the appropriate copies for the clients, scan all <br>signed pages, and organize them in the appropriate digital format in the client file.<br>• After each signing meeting record detailed notes summarizing the signing meeting in the <br>client management software. <br>• Conduct Asset Review Meetings, a client-facing meeting where all asset information is <br>obtained and collected to prepare the necessary documents.<br>• Support paralegals and attorneys within the office, which may include preparation of court <br>pleadings, preparation of client or financial correspondence, witness out-of-office signings, <br>delivery of documents, return phone calls, phone back-up, document scanning, printing, <br>copying, and other miscellaneous tasks as needed.<br>• Request reviews.<br>• Assist in enrolling, marketing, networking, and outreach.<br>• Participate and assist in Kinghorn Law | Financial workshops.<br>• Participate in and contribute to internal meetings.<br>• All other tasks assigned by supervisor, Leadership, or attorne