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4 results for Legal Assistant in Matthews, NC

Executive Assistant

Charlotte, NC
onsite
Permanent
90000 - 110000 USD / Yearly
A well‑established and growing private investment firm is seeking an experienced Office Executive Administrator to join a collaborative small administrative team. This role is ideal for someone who thrives in a fast‑paced environment, enjoys supporting multiple leaders as part of a team (not 1:1 support), and is highly skilled in complex travel coordination. This position requires someone who can keep up with heavy volume, shifting priorities, and a high‑energy office. The RoleAs part of a centralized administrative team, this individual will support a group of senior professionals while also contributing to broader office operations. The team works collectively, sharing responsibilities and stepping in wherever needed. Key Responsibilities<ul><li>Coordinate heavy, complex domestic and international travel, including:</li><li>Booking flights, hotels, ground transportation</li><li>Monitoring travel changes and proactively resolving issues</li><li>Managing related expenses and reporting</li><li>Manage and maintain multiple executive calendars with frequent changes</li><li>Coordinate internal meetings, offsite meetings, and group travel</li><li>Interface professionally with external executives, vendors, and partners</li><li>Assist with general office operations and shared responsibilities</li><li>Handle select personal scheduling or travel support for senior leaders</li><li>Support long‑term projects and develop ownership of specific functional areas over time</li><li>Maintain strict confidentiality and exercise strong discretion</li><li>Proactively offer help and anticipate needs across the team</li></ul>
2026-04-16T00:00:00Z

Of Counsel Attorney

Charlotte, NC
onsite
Permanent
75000 - 90000 USD / Yearly
💼 Opportunity for NC Attorneys: Of Counsel Role with High Case Volume! ⚖️🌟 Are you ready to grow your practice without worrying about lead generation or intake tasks? Become an Of Counsel Attorney in North Carolina and partner with a firm that will supercharge your case volume! If you love litigation, thrive in the courtroom, and care about helping clients secure the best outcomes, this is your chance to level up your legal career. 📈 Why Join This Firm?✔️ Boost your case load with a steady stream of personal injury and premises cases 📝✔️ Fully staffed intake team to assist with client onboarding – so you can focus on what you do best: lawyering! 💼✔️ Fee split compensation based on the successful resolution of cases 💰✔️ Expanded support, including malpractice coverage and escrow compliance ✅ 🎉 Benefits That Stand Out:✨ Flexible schedule – choose your own hours 🕒✨ Paid time off + holidays 🌴✨ Health plan reimbursement options 💙✨ Annual recognition & incentives to celebrate your success 🎊✨ Monthly perks like Wine Wednesday & Employee Appreciation 🍷💡
2026-04-01T00:00:00Z

Junior Associate

Matthews, NC
onsite
Permanent
60000 - 70000 USD / Yearly
About the OpportunityWe are partnering with a boutique, fee‑based financial advisory practice that manages just under $100M in client assets across approximately 110 households. The firm takes a highly personalized, education‑driven approach to financial planning and investment management, serving a client base that includes government employees, healthcare professionals, and public‑sector workers — groups often underserved by traditional advisory models.This is an excellent opportunity for someone early in their financial services career who is eager to learn, deeply values compliance and ethics, and wants hands‑on exposure to portfolio management and planning. The RoleThe Junior Associate / Paraplanner will directly support a highly experienced Senior Financial Advisor by assisting with the investment and portfolio management function, research, client preparation, and operational follow‑through. This position is designed to grow over time, including firm sponsorship for FINRA licensing (Series 6 or Series 7) once foundational competencies are demonstrated.This is not a sales role — it is analytical, compliance‑focused, and client‑centric. Key ResponsibilitiesInvestment & Portfolio Support<ul><li>Assist with routine trading and portfolio rebalancing in accordance with established asset allocation models</li><li>Research mutual funds and investment options using advisor‑defined criteria</li><li>Evaluate portfolios for:</li><li>Allocation drift</li><li>Excess cash positions</li><li>Investments no longer meeting quality standards</li><li>Flag potential issues and consult with the Senior Advisor when something appears “off”</li></ul>Financial Planning & Analysis<ul><li>Support financial modeling and planning efforts using planning software</li><li>Assess opportunities to further integrate planning tools into client relationships</li><li>Help maintain consistency between investment strategy and client objectives</li></ul>Operations, Compliance & Client Interaction<ul><li>Participate in client meetings (in person or by phone) when appropriate</li><li>Develop a strong working knowledge of compliance standards in a regulated advisory environment</li><li>Ensure strict adherence to authorization and verification rules, especially regarding money movement</li><li>Assist with documentation, record‑keeping, and workflow tracking within the CRM</li><li>Be cross‑trained to support basic account administration when needed</li></ul>Practice & Client Engagement Support<ul><li>Assist with the firm’s annual maintenance and client‑engagement calendar, including:</li><li>Beneficiary audits</li><li>Tax‑season document coordination</li><li>Distribution tracking (RMDs)</li><li>Periodic account reviews</li><li>Support client communications, mailings, and special initiatives throughout the year</li><li>Help coordinate educational events, workshops, or client appreciation activities as the role evolves</li></ul>
2026-04-15T00:00:00Z

Junior Associate

Matthews, NC
onsite
Permanent
60000 - 75000 USD / Yearly
We are looking for a motivated entry-level Associate to join a fee-based wealth management practice in South Charlotte. This role involves supporting a senior financial advisor by assisting with investment-related tasks, paraplanning, and maintaining client accounts. The ideal candidate will play a key role in ensuring the seamless execution of client strategies. Responsibilities:• Conduct routine monthly trading and portfolio rebalancing in compliance with regulatory guidelines.• Analyze and research investment funds to identify issues such as allocation drift, excess cash, or underperforming assets.• Assist in financial planning and modeling by using specialized planning software.• Perform account audits, beneficiary reviews, and prepare tax-related documentation during tax season.• Coordinate the annual client maintenance and marketing calendar, including newsletters and event planning.• Provide backup support for account administration tasks when needed.
2026-04-15T00:00:00Z