Omni 360 Advisors & Omni Legacy Law
About Us
Omni 360 Advisors and Omni Legacy Law provide comprehensive services that integrate legal strategy with financial advisory expertise. Our goal is to help clients achieve their personal, legal, financial, and tax-related objectives through a holistic 360° approach. We are passionate about delivering high-quality estate planning, asset protection, and financial planning services to our clients.
About Omni Legacy Law & Omni 360 Advisors
Omni Legacy Law focuses on legal solutions, including estate planning, wills, trusts, and asset protection. At Omni 360 Advisors, we go beyond legal services to incorporate financial planning and tax strategies into a unified plan for our clients. Together, we deliver a 360° planning approach that ensures all aspects of our clients’ goals are addressed—legal, financial, and tax-related.
About the Position: Essential Job Duties and Responsibilities
We are seeking an Administrative Assistant/Legal Assistant to support our Trusts & Estates department. The role offers the chance to work with both legal and financial professionals, contributing to our comprehensive 360° planning for clients.
Key Responsibilities:
- Provide administrative and legal support to attorneys and financial advisors in the Trusts & Estates department.
- Assist in the preparation, organization, and filing of estate planning documents, including wills, trusts, and other key legal instruments.
- Handle client communications, scheduling, and follow-ups.
- Maintain and organize client files, ensuring accuracy, confidentiality, and accessibility.
- Coordinate meetings, appointments, and other key professional activities related to client engagement and estate planning services.
- Draft and proofread correspondence, legal documents, and memoranda.
- Conduct basic legal research in relation to trusts, estates, and probate matters.
- Support the financial and tax teams by organizing and processing client financial data and tax documents to support our 360° planning approach.
Qualifications:
- 2 to 5 years of experience as an administrative assistant or legal assistant, preferably within estate planning, trusts, or financial services.
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
- Excellent communication skills, both written and verbal.
- Proficiency in Microsoft Office Suite and legal software.
- Familiarity with financial planning or tax services is a plus.
- A client-focused mindset with a commitment to helping clients achieve their legal, financial, and tax planning goals.
Our Hiring Process and Timeline
If you are passionate about making an impact and helping clients meet their personal and financial goals, we would love to hear from you! We are accepting applications until September 30, 2024. The hiring process involves:
- Initial Application Review – Submit your resume and a brief cover letter outlining your experience and interest in the position to Neel Shah
- Interviews – Selected candidates will be invited for interviews with key team members from Omni 360 Advisors and Omni Legacy Law.
- Final Selection – After interviews, we will select the candidate who best aligns with our team’s goals and values.
Deadline to submit your application
Please be advised that the final deadline to submit your application is September 30, 2024. Make sure to complete and send in all required materials by this date to ensure your application is considered.
