<p>I’m currently partnering on an exciting opportunity for an <strong>Operations Associate</strong> to join a well-established and growing investment advisory firm. This role supports a team serving high-net-worth individuals, families, and institutional clients, with strong visibility to senior leadership and meaningful exposure across operations.</p><p><strong>What You’ll Be Doing:</strong></p><ul><li>Preparing and submitting client account paperwork to custodians and ensuring timely completion</li><li>Maintaining and updating client records within CRM and portfolio management systems</li><li>Handling account maintenance requests, terminations, and special servicing needs</li><li>Assisting with alternative investment documentation (subscriptions, capital calls, redemptions)</li><li>Reviewing custodian alerts and resolving inquiries within defined service standards</li><li>Collaborating with internal teams to enhance processes, policies, and operational workflows</li><li>Supporting general office and administrative functions as needed</li></ul><p><br></p>
<p>We are looking for an IT Admin to join our client's team on contract to permanent basis in Boston, Massachusetts. In this role, you will be responsible for supporting and enhancing IT systems while providing hands-on assistance to employees. This position requires a proactive approach to problem-solving and the ability to deliver exceptional technical solutions in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Deliver responsive and detail-oriented IT support to address user needs and business demands.</p><p>• Administer and maintain back-office systems, including servers, storage, and networking solutions.</p><p>• Manage and oversee SaaS-based applications such as Office 365, Slack, and Zoom.</p><p>• Develop and document efficient processes for onboarding and offboarding employees.</p><p>• Perform hardware inventory management to ensure timely availability for user needs.</p><p>• Provide remote assistance for networking, storage, and systems administration tasks.</p><p>• Foster strong relationships with internal stakeholders to enhance collaboration and support.</p><p>• Independently resolve technical issues, conduct root cause analysis, and implement preventive measures.</p><p>• Communicate effectively across teams and stakeholders to ensure clarity and alignment.</p><p>• Author and share detailed documentation for both user education and IT operations. </p>
<p>We are looking for an organized and detail-oriented Legal Assistant to join our team in Weymouth, Massachusetts. This role involves providing critical administrative support to ensure the smooth operation of legal services, with a focus on trusts and estates. The ideal candidate will excel at calendar management, client communication, and maintaining professionalism in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain attorney calendars, including scheduling meetings, deadlines, and appointments.</p><p>• Prepare and organize documentation related to trusts and estates cases.</p><p>• Serve as the first point of contact by handling receptionist duties such as greeting clients, answering calls, and directing inquiries.</p><p>• Utilize Microsoft Office Suite to draft, edit, and format legal correspondence and reports.</p><p>• Coordinate client services by maintaining records, tracking deadlines, and ensuring timely follow-up.</p><p>• Support day-to-day administrative tasks to optimize office efficiency.</p><p>• Assist in filing and organizing legal documents to ensure proper record-keeping.</p><p>• Communicate effectively with clients, attorneys, and external parties to facilitate case progress.</p><p>• Monitor and maintain office supplies and equipment as needed.</p><p>• Uphold confidentiality and professionalism in all interactions.</p>
We are looking for an experienced Legal Assistant to join a dynamic law firm in Boston, Massachusetts. In this role, you will provide essential support to attorneys through legal research, document management, and coordination of case timelines. If you have a strong background in civil litigation and excellent organizational skills, we encourage you to apply.<br><br>Responsibilities:<br>• Conduct thorough legal research to support case preparations and ongoing litigation.<br>• Manage and review legal documents, ensuring accuracy and compliance with court requirements.<br>• Coordinate schedules and maintain calendars to ensure timely court filings and meetings.<br>• Assist in drafting and filing court documents, including e-filing procedures.<br>• Collaborate with attorneys to gather information and prepare for interviews.<br>• Monitor and track deadlines for municipal cases and ensure timely submission of required documentation.<br>• Provide administrative support, including managing correspondence and maintaining case files.<br>• Communicate effectively with court personnel and other legal professionals to facilitate case progress.<br>• Organize and maintain case timelines to ensure seamless case management.<br>• Ensure adherence to legal procedures and standards within all assigned tasks.
We are looking for a detail-oriented Legal Assistant to join our team on a contract basis in North Attleborough, Massachusetts. This role is ideal for someone with experience in estate planning, asset protection, and trademark matters, as well as a strong ability to manage client interactions and administrative tasks. If you thrive in a dynamic legal environment and possess exceptional organizational skills, we encourage you to apply.<br><br>Responsibilities:<br>• Provide comprehensive support in estate planning and asset protection matters, ensuring accuracy and efficiency.<br>• Assist with trademark-related legal tasks, including documentation and research.<br>• Manage front desk responsibilities, including client intake and scheduling appointments.<br>• Coordinate court filings and ensure compliance with deadlines and legal procedures.<br>• Perform e-filing tasks for civil litigation cases and maintain detailed records.<br>• Oversee calendar management for attorneys, ensuring timely coordination of meetings and court appearances.<br>• Maintain organized and up-to-date legal files, both physical and digital.<br>• Communicate effectively with clients and team members to address inquiries and provide updates.<br>• Support the team in administrative duties, including document preparation and filing.<br>• Ensure confidentiality and professionalism in handling sensitive legal information.
We are looking for a detail-oriented Legal Assistant to join our team on a contract basis in Boston, Massachusetts. In this role, you will play a key part in supporting litigation efforts by managing important documentation, coordinating filings, and ensuring timely case preparation. This position offers an excellent opportunity to contribute to a dynamic legal team and gain valuable experience in civil litigation.<br><br>Responsibilities:<br>• Assist with preparing and organizing legal documents for use in litigation cases.<br>• Manage e-filings in state and federal courts, ensuring accuracy and timeliness.<br>• Coordinate discovery processes, including document production, subpoenas, and deposition preparation.<br>• Maintain and update case calendars, deadlines, and docket entries to ensure effective case management.<br>• Organize case files and provide support in trial preparation, including creating exhibits and trial materials.
We are looking for an experienced Legal Assistant to join a fast-paced law firm in Needham, Massachusetts. This is a contract position, perfect for professionals who thrive on organization, precision, and supporting attorneys with day-to-day legal and administrative tasks. The ideal candidate will bring prior law firm experience and a proactive approach to managing responsibilities effectively.<br><br>Responsibilities:<br>• Coordinate and maintain the attorney's calendar, including scheduling appointments, court dates, and meetings.<br>• Organize and prepare conference rooms or Zoom meetings for client discussions and case-related activities.<br>• Retrieve, organize, and manage case files and important legal documents as needed.<br>• Draft, proofread, and send routine correspondence and legal communications on behalf of the attorney.<br>• Update and maintain legal files and records within the firm’s document management systems.<br>• Handle court filings and e-filing processes to ensure timely submissions.<br>• Provide general administrative support to maintain seamless daily operations.<br>• Monitor deadlines and ensure all tasks are completed accurately and on schedule.
<p>Our client, a full-service law firm, is seeking a Legal Assistant to join their Trusts & Estates practice group in Boston, MA. In this role, you will provide critical administrative and document support to attorneys and paralegals specializing in estate planning, probate, and estate administration.</p><p><br></p><p><strong>Location:</strong> Boston, MA </p><p><strong>Schedule: </strong>Hybrid (4 days in, 1 day remote)</p><p><strong>Salary:</strong> $85,000 - $100,000 (DOE) + bonuses + amazing benefits!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare, assemble, and organize estate planning document binders (both physical and electronic)</li><li>Format, proofread, and finalize estate planning documents (e.g., wills, trusts, powers of attorney, health care directives)</li><li>Maintain and organize client files within the firm’s document management system</li><li>Upload, save, and properly profile documents according to firm protocols</li><li>Assist with client intake, scheduling, and follow-up communications</li><li>Coordinate document execution appointments and prepare signature packets</li><li>Scan, copy, and electronically file documents</li><li>Maintain templates and update standard forms as needed</li><li>Manage calendars, deadlines, and task lists for attorneys</li><li>Provide general administrative support to the Trusts & Estates team</li></ul>
We are looking for a highly organized and detail-oriented Administrative Assistant to join our team on a contract basis in Somerville, Massachusetts. In this role, you will provide essential support to ensure the smooth operation of daily administrative tasks and maintain excellent communication with clients and colleagues. If you thrive in a fast-paced environment and are passionate about delivering exceptional service, we encourage you to apply.<br><br>Responsibilities:<br>• Manage incoming calls professionally, addressing inquiries and directing them to the appropriate team members.<br>• Perform accurate data entry tasks to maintain and update records and databases.<br>• Coordinate office activities and ensure the availability of necessary supplies and materials.<br>• Provide receptionist support by greeting visitors and ensuring they are directed appropriately.<br>• Assist with scheduling meetings, preparing documents, and organizing files.<br>• Support various administrative tasks to maintain a productive work environment.<br>• Collaborate with team members to ensure effective communication and workflow.<br>• Handle correspondence and distribute important information to relevant parties.<br>• Maintain confidentiality and ensure sensitive information is handled with care.
<p>We are looking for a highly organized and detail-oriented Administrative Assistant to join our team in Wakefield, Massachusetts. In this long-term contract position, you will play a key role in ensuring smooth day-to-day operations by providing comprehensive administrative support. If you thrive in a fast-paced environment and have a passion for delivering exceptional service, we invite you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Perform data entry tasks with precision to maintain up-to-date and accurate records.</p><p>• Assist with general office management duties, including organizing supplies and maintaining a clean workspace.</p><p>• Prepare and process documents, reports, and correspondence as needed.</p><p>• Schedule and coordinate meetings, appointments, and events.</p><p>• Maintain confidentiality while handling sensitive information and documentation.</p><p>• Support team members with administrative tasks to ensure seamless workflow.</p><p>• Monitor and respond to emails promptly, ensuring all communications are addressed efficiently.</p>
<p>We are looking for an Administrative Assistant to join our client in Warwick, Rhode Island. This role is ideal for an organized and detail-oriented individual who thrives in a fast-paced office environment. As part of the team, you will play a key role in supporting various administrative and accounting functions to ensure the office runs smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Answer and direct incoming phone calls with efficiency and courtesy.</p><p>• Prepare and draft correspondence, including engagement and representation letters, and other necessary documents.</p><p>• Type financial and performance statements based on reports provided by accountants, ensuring accuracy in data entry.</p><p>• Assist with tax return processing by scanning, uploading, and assembling client packages.</p><p>• Manage office supplies, including monitoring inventory and placing orders for janitorial, coffee, and breakroom items.</p><p>• Track and oversee the status of electronically filed tax returns.</p><p>• Organize and maintain filing systems, ensuring documents are properly stored and accessible.</p><p>• Utilize software such as Capital Confirmation, Lacerte, and Adams Tax forms to complete various tasks.</p>
We are looking for an experienced Administrative Assistant to join our team on a contract basis in Salem, Massachusetts. In this role, you will play a vital part in maintaining the efficiency of day-to-day operations, ensuring smooth coordination and support for various administrative tasks. This position offers flexibility with both onsite and hybrid work arrangements, depending on the needs of the business.<br><br>Responsibilities:<br>• Coordinate and schedule clinical sessions, safe labs, and related activities, ensuring all participants are informed and prepared.<br>• Assist in organizing and proctoring exams, including securing room assignments and monitoring testing environments.<br>• Input and maintain schedules and important dates in organizational systems, keeping all records accurate and up to date.<br>• Attend meetings, take minutes, and translate actionable items into tasks to support team objectives.<br>• Manage office supplies by ordering and restocking as needed to ensure smooth operations.<br>• Provide timely reminders to students and staff about deadlines, class requirements, and other critical information.<br>• Support the team by handling clerical tasks and easing workload pressures through project-based assistance.<br>• Administer books and materials to students and faculty, ensuring proper distribution.<br>• Handle data entry tasks and maintain organized records across management systems.<br>• Serve as a point of contact for inquiries, answering inbound calls and addressing administrative concerns.
We are looking for a detail-oriented Project Support Coordinator to join our team in Kingston, Rhode Island. In this long-term contract position, you will play a vital role in supporting project activities, managing schedules, and ensuring smooth communication between stakeholders. This role offers an opportunity to contribute to a dynamic project environment while showcasing your organizational and coordination skills.<br><br>Responsibilities:<br>• Maintain and update the project calendar to track key milestones, deliverables, and deadlines throughout the implementation lifecycle.<br>• Schedule and coordinate recurring meetings, workshops, and user acceptance testing sessions, ensuring efficient planning and resource availability.<br>• Identify and resolve potential conflicts in scheduling, collaborating with team members and stakeholders to align priorities.<br>• Facilitate logistics for meetings and events, including reserving rooms, setting up virtual meetings, and ensuring equipment readiness.<br>• Create and distribute high-quality presentations and documentation for stakeholder meetings, executive briefings, and project updates.<br>• Record and organize meeting minutes, decision logs, and other critical project documentation in a centralized repository.<br>• Ensure timely communication of agendas, action items, and updates to all relevant stakeholders.<br>• Support the development of visual aids and materials using tools such as PowerPoint and Excel.<br>• Provide administrative and coordination support to project managers and team leads as needed.<br>• Monitor attendance and follow up with participants to ensure engagement in project activities.
We are looking for an experienced Executive Assistant with exceptional organizational and communication skills to support senior leadership in a dynamic government setting. This Contract position is based in Dorchester, Massachusetts, and requires a detail-oriented individual who thrives in a fast-paced environment, managing complex schedules and coordinating high-level arrangements effectively. The ideal candidate will bring over seven years of expertise in executive support.<br><br>Responsibilities:<br>• Manage and maintain executive calendars, ensuring all appointments and meetings are scheduled efficiently.<br>• Arrange and coordinate detailed travel plans, including flights, accommodations, and transportation.<br>• Organize and prepare materials for executive meetings, ensuring all necessary documents and agendas are ready.<br>• Serve as the main point of contact for scheduling and logistical inquiries.<br>• Handle confidential information with discretion and a high level of integrity.<br>• Monitor and prioritize incoming requests to ensure timely responses and actions.<br>• Coordinate with internal and external stakeholders to facilitate seamless communication and collaboration.<br>• Provide administrative support for special projects as assigned, ensuring deadlines are met.<br>• Resolve scheduling conflicts proactively and adjust plans as needed.<br>• Track and manage expenses related to travel and meetings, ensuring accuracy in reporting.
We are looking for a skilled and dedicated Executive Assistant to provide exceptional support to senior investment professionals at a distinguished private equity firm in Boston, Massachusetts. In this pivotal role, you will act as a key business partner, ensuring seamless operations and contributing to the overall success of the team. This position requires a proactive, detail-oriented individual who can thrive in a dynamic, fast-paced environment while maintaining a meticulous and collaborative approach.<br><br>Responsibilities:<br>• Manage complex calendars for senior executives, ensuring all appointments, meetings, and deadlines are coordinated efficiently.<br>• Organize and facilitate high-level meetings with portfolio company leaders and Limited Partners, ensuring smooth communication and logistics.<br>• Coordinate and oversee intricate domestic and international travel arrangements, including accommodations, itineraries, and transportation.<br>• Plan and execute logistics for board meetings, including preparation of materials and management of schedules.<br>• Provide hospitality services to ensure a welcoming and well-maintained office environment for all visitors.<br>• Prepare and maintain event spaces, oversee catering arrangements, and assist with firm-wide gatherings such as investor meetings and offsite events.<br>• Handle expense reporting and tracking for executives, ensuring accuracy and timely submissions.<br>• Act as a steward of the office environment, ensuring it consistently reflects the firm’s high standards.<br>• Collaborate with team members to uphold a culture of excellence and high standards.<br>• Serve as a point of contact for various administrative needs, ensuring timely resolution of issues.