<p>We are seeking a legal assistant for a law firm in Palm Beach for a contract to hire need. this is a good opportunity for a junior legal assistant to gain experience.</p><p>Your tasks will include the following:</p><p>• Initiate and manage the opening of legal files</p><p>• Complete, scan, and organize various forms and authorizations</p><p>• Facilitate the procurement of reports, tapes, videos, and medical records</p><p>• Report claims to insurance companies and request insurance policies</p><p>• Draft and send letters on behalf of the legal team</p><p>• Maintain organized client files</p><p>• Request and follow up on insurance information and records</p><p>• Gather and manage records and bills</p><p>• Process and post invoices</p><p>• Provide coverage information to medical providers</p><p>• Contact clients to obtain physical status updates</p><p>• Prepare materials for paralegals to draft demands</p><p>• Copy and scan documents for inclusion in demand packages</p><p>• Manage outgoing mail and organize incoming mail for paralegals</p><p>• Scan mail into the appropriate files in the case management system (ATO)</p><p>• File documents for pre-litigation paralegals</p><p>• Attend occasional meetings with clients</p><p>• Provide translation support for clients during meetings with paralegals/attorneys (Spanish </p><p>proficiency preferred)</p><p>• Handle phone communications, including speaking with clients, medical providers, and </p><p>insurance adjusters when paralegals are unavailable</p><p>• Assist paralegals with various tasks as required</p><p>• Perform additional duties as assigned</p><p><br></p>
<p>We are looking for an experienced Insurance Paralegal to join our team in WPB, Florida. This role is ideal for someone with a strong background in commercial insurance and property administration, who is detail-oriented and excels in managing multiple priorities. You will play a key role in ensuring compliance, managing claims, Certificate of Insurances and supporting risk management initiatives. MUST have Commercial Real Estate, Certificate of Insurance experience. <strong>This position can allow a flexible schedule after 6months. $60-70K plus bonus. Please send your resume to Stacey Lyons via LinkedIn for immediate consideration!!</strong></p><p><br></p><p>Responsibilities:</p><p>• Monitor and track insurance certificate expirations for tenants, properties, and vendors using the company database.</p><p>• Collaborate with property managers and lease administrators to obtain and update Certificates of Insurance.</p><p>• Review and update insurance policies to ensure accuracy and efficiency for claim filings.</p><p>• Ensure compliance of all insurance certificates with applicable statutes and regulations.</p><p>• File insurance-related paperwork, including claims and other documents, as required by the insurance director.</p><p>• Coordinate claims litigation timelines between carriers and legal counsel, both internally and externally.</p><p>• Communicate claims and certificate updates through written and electronic correspondence.</p><p>• Submit claims to carriers and prepare supporting exhibits and responses as needed.</p><p>• Develop and implement risk management protocols and ensure Certificates of Insurance align with lease and contract requirements.</p><p>• Prepare Hold Harmless and Indemnification Agreements for vendors and contractors.</p>
<p><strong>About the Firm</strong></p><p>We are a privately held wealth management, accounting, and family office services firm. Founded in 2005 as a virtual-first organization, we now serve clients across 35 states with specialties in advisory, risk management, tax, and CPA services. Our Boca Raton office serves as a client-facing hub, supporting our mission to deliver tailored financial strategies and family office solutions.</p><p><strong>The Opportunity</strong></p><p>We are seeking a <strong>Full-Time Executive Assistant</strong> to support two senior partners and provide seamless operational, administrative, and compliance support across our advisory and family office practices. This is a <strong>replacement role</strong> for a long-tenured assistant who is pursuing her PhD after 5 years with the firm. The ideal candidate will be proactive, detail-oriented, and highly adaptable, with the ability to manage complex scheduling, compliance deadlines, and occasional personal support.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide executive-level support to senior advisory partners, including calendar management, travel coordination, and meeting preparation.</li><li>Coordinate and support <strong>6–8 business trips annually</strong>, including conferences, networking events, and trips to California (1–3 days each).</li><li>Manage office workflows, compliance processes, and client deliverables with accuracy and timeliness.</li><li>Prepare, edit, and maintain professional correspondence, presentations, and reports.</li><li>Assist with compliance requirements across multiple states on an annual basis.</li><li>Maintain discretion while occasionally handling personal tasks (e.g., errands, scheduling services).</li><li>Collaborate with internal teams to support firm initiatives, including new service package launches.</li><li>Ensure accurate tracking and reporting in Excel and MS Office Suite.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>4–8 years of professional experience</strong> post-college, ideally supporting executives in finance, legal, accounting, or related industries.</li><li>Bachelor’s degree in business, finance, or related field preferred.</li><li>Strong proficiency in <strong>MS Office Suite (Excel, Word, Outlook, PowerPoint)</strong>.</li><li>Highly detail-oriented with strong organizational skills and the ability to manage multiple priorities.</li><li>Exceptional communication and interpersonal skills; professional presence as a representative of the firm.</li><li>Flexibility to support partners working across time zones, including occasional evening availability.</li><li>Ability to travel occasionally (approx. 6–8 trips/year).</li></ul><p><strong>Cultural Fit</strong></p><p>We are looking for someone who embodies professionalism, energy, and intellectual curiosity—someone who can quickly pick up new concepts, ask clarifying questions, and thrive in a fast-paced advisory environment. A successful candidate will be:</p><ul><li>Detail-oriented and organized</li><li>Professional yet approachable</li><li>A strong communicator and problem-solver</li><li>Comfortable with evolving priorities and deadlines</li></ul><p><br></p><p><br></p>
<p>We are looking for a dedicated Wealth Management Administrative Assistant to join our team in Palm Beach Gardens, Florida. This is a Contract-to-permanent position, offering an excellent opportunity to grow within the financial services sector. The ideal candidate will provide exceptional administrative and sales support to ensure smooth operations and excellent client service.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative and clerical support to ensure efficient day-to-day operations.</p><p>• Maintain accurate and up-to-date records using Microsoft Excel and other software tools.</p><p>• Respond to client inquiries promptly and professionally, delivering high-quality customer service.</p><p>• Collaborate with team members to streamline processes and improve overall efficiency.</p><p>• Coordinate and schedule meetings, ensuring all necessary materials are prepared in advance.</p><p>• Monitor accounts and transactions to ensure compliance with regulatory standards.</p><p>• Support direct sales activities by preparing relevant documentation and tracking progress.</p><p>• Handle confidential information with discretion and professionalism.</p><p>• Generate reports and summaries to assist in decision-making and strategy development.</p>
<p>We are seeking a detail-oriented and highly organized Wealth Management Admin. Assistant to join our team. The ideal candidate will possess strong multitasking abilities, high numerical proficiency, and excellent communication skills. This role involves daily account maintenance, instruction processing, and direct interaction with advisors and custodians to ensure accurate and timely execution of financial transactions.</p><p><br></p><ul><li>Perform daily account maintenance and ensure data accuracy across platforms.</li><li>Review proposed financial instructions for accuracy and submit to custodians for execution.</li><li>Monitor instruction status and allocations to ensure timely completion.</li><li>Provide customer service support for inbound calls, addressing inquiries professionally.</li><li>Communicate effectively via email with financial advisors regarding account updates and instructions.</li><li>Scan and transmit documents securely and efficiently.</li><li>Utilize Microsoft Excel, Word, and PowerPoint to generate reports, presentations, and documentation.</li><li>Maintain a high level of numerical accuracy in all tasks and reconciliations.</li><li>Multitask across various operational duties while maintaining attention to detail.</li></ul>
We are looking for a dedicated Administrative Assistant to join our team in Pompano Beach, Florida. This is a Contract position that requires excellent organizational skills and attention to detail to support daily office operations. The ideal candidate will possess strong multitasking abilities and a proactive approach to managing administrative tasks efficiently.<br><br>Responsibilities:<br>• Handle general office administrative duties, ensuring smooth day-to-day operations.<br>• Manage and respond to inbound calls with professionalism and accuracy.<br>• Perform data entry tasks to maintain and update records and databases.<br>• Provide receptionist support, including greeting visitors and managing front desk activities.<br>• Assist with scheduling and coordinating meetings or appointments.<br>• Prepare and organize documents, reports, and correspondence as needed.<br>• Maintain an orderly workspace and ensure office supplies are adequately stocked.<br>• Support colleagues with various administrative tasks as required.<br>• Occasionally assist with weekend responsibilities, depending on business needs.
We are looking for a skilled Administrative Specialist III to join our team in Juno Beach, Florida. In this role, you will provide comprehensive administrative support to ensure smooth operations within the department and assist a group of professionals in managing their daily activities. This is a long-term contract position that requires strong organizational skills, attention to detail, and the ability to handle sensitive information with confidentiality.<br><br>Responsibilities:<br>• Offer administrative assistance to a department or team, including scheduling meetings, managing calendars, and coordinating deliverables.<br>• Compile and analyze information to create reports, charts, graphs, or tables as needed.<br>• Respond to routine correspondence by following established procedures without requiring managerial intervention.<br>• Arrange travel plans and oversee logistics for staff functions and events.<br>• Collaborate with other administrators to align schedules, outcomes, and priorities effectively.<br>• Proofread and edit written materials, including slides, spreadsheets, and presentation documents.<br>• Transcribe notes, develop written materials, and ensure accuracy in financial and operational documentation.<br>• Maintain confidentiality while coordinating with internal teams and external contacts, including government representatives.<br>• Support onboarding activities and assist in validating plans and procedures for new staff.<br>• Handle expense accounts and supplier coordination to ensure smooth business operations.
<p>We are looking for a dedicated Administrative Assistant to join our team on a contract and part time basis in Deerfield Beach, Florida. This role requires a flexible and detail-oriented individual to provide essential support in a busy medical office environment. If you are organized, adaptable, and thrive in a fast-paced setting, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist patients at the front desk, ensuring a welcoming and efficient environment.</p><p>• Answer and direct incoming calls while maintaining excellent communication skills.</p><p>• Perform data entry tasks, including updating patient records and managing documentation.</p><p>• Verify insurance information and handle related inquiries with accuracy and efficiency.</p><p>• Oversee patient check-in and check-out processes, ensuring smooth workflow.</p><p>• Schedule and coordinate appointments using electronic health records (EHR) and practice management systems.</p><p>• Provide coverage on an as-needed basis, demonstrating flexibility with work hours.</p><p>• Support administrative tasks to ensure the office operates seamlessly.</p><p>• Assist with training sessions to familiarize with office procedures and software.</p><p>• Utilize Microsoft Office Suite, including Excel, to complete various administrative functions.</p>
Are you an organized, detail-oriented detail oriented with a passion for supporting fast-paced construction operations? Robert Half is seeking a skilled Construction Administrative Assistant to join a growing team in Deerfield Beach, Florida. This pivotal role supports leadership and project managers with administrative tasks, ensuring smooth operations in a dynamic construction environment. Key Responsibilities: Manage day-to-day administrative tasks such as scheduling meetings, handling correspondence, and maintaining filing systems. Process, organize, and track essential project documentation, including RFIs, purchase orders, permits, and invoices. Assist with job costing, budgeting, and financial reporting for ongoing projects, liaising with finance teams as needed. Serve as a communication hub between project managers, contractors, clients, and vendors to ensure timely updates and information flow. Support compliance by maintaining accurate records for safety, inspections, and regulatory documentation. Use construction software tools (e.g., Procore, Buildertrend, or similar platforms) to track project timelines and documentation. Handle phone and email inquiries, providing detail oriented and prompt customer service to internal and external stakeholders.
<p>We are looking for a detail-oriented Executive Administrative Assistant to join our team in Delray Beach, Florida. This role supports the C-Suite by managing administrative tasks, maintaining key documents, and assisting with financial processes. The ideal candidate will thrive in a fast-paced environment and possess strong organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support.</p><p>• Reconcile PowerPoints for accuracy.</p><p>• Oversee the maintenance of the database including contracts and insurance policies.</p><p>• Coordinate the preparation and analysis of reports to support budget planning and financial decision-making.</p><p>• Handle purchase orders as required.</p><p>• Maintain accurate and organized records of financial documents and agreements.</p><p>• Ensure regular attendance and adherence to company standards and schedules.</p><p>• Collaborate with internal stakeholders to align on departmental goals.</p>
<p>We are looking for an experienced Administrative Specialist III to join our team in Jupiter, Florida. This role involves providing comprehensive administrative support to ensure smooth departmental operations. It offers an excellent opportunity for long-term career growth in a government setting.</p><p><br></p><p>Responsibilities:</p><p>*Notary* is preferred.</p><p>• Deliver administrative support by managing documentation, records, and processes in line with established procedures and deadlines.</p><p>• Serve as a liaison between departments, detail-focused groups, and the public, facilitating communication and ensuring accurate information flow.</p><p>• Coordinate travel arrangements, including booking flights, accommodations, and conference registrations for department staff.</p><p>• Monitor and maintain inventory levels for department supplies, conduct regular stock checks, and initiate purchase orders as needed.</p><p>• Research vendors and products to obtain competitive price quotes, prepare purchase orders, and maintain purchasing records.</p><p>• Process invoices for payment, verifying accuracy, resolving discrepancies, and reconciling monthly statements.</p><p>• Handle public records updates by scanning, organizing, and maintaining files in an efficient and accessible manner.</p><p>• Manage calendar scheduling and appointments, ensuring effective time management for department personnel.</p><p>• Act as a notary public to authenticate official documents and support departmental needs.</p><p>• Assist in maintaining petty cash funds, balancing accounts, and preparing reconciliation reports as required.</p>
