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New

Legal Assistant

CBIZ
dental insurance
United States, New York, New York
1065 Avenue of the Americas (Show on map)
Jan 09, 2025

Status Category:
Full-Time
Exempt/Non-Exempt:
Non-Exempt
Scheduled Hours Per Week:
40
Job Code:
ES100

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions



  • Perform general clerical duties to include but not limited to: copying, scanning, mailing and filing various legal documents.
  • Drafting engagement letters to prospective clients and open new client matters
  • Drafting correspondence
  • Processing signed documents and closing completed engagements
  • Assist and maintain excel worksheets
  • File (and E-File) Surrogate Court documents
  • Calls with clerks for status updates on filed matters
  • Assist with client billing, reports and collections
  • Work directly with title companies, corporate services and other vendors
  • Assist with all other administrative ad-hoc tasks and day-to-day office duties, as needed


Preferred Qualifications



  • 2 + years of administrative experience, preferably as a legal assistant, secretary or paralegal
  • Knowledge in Trusts & Estate and Corporate law preferred but not required
  • Excellent Word, Excel and PowerPoint skills
  • Demonstrates knowledge of basic general office administration
  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records and designing forms
  • Exceptional organization skills and attention to detail
  • Ability to prioritize, work under pressure and multi-task are a must
  • Must be self-motivated and work with minimal oversight
  • Maintain a professional demeanor and comfortable being client-facing in person and over the phone.
  • Actively looking for ways to assist others and better the team
  • Looking for innovative and creative ways to improve processes and procedures
  • Understanding the implications of new information for both current and future problem-solving and decision-making
  • Exhibits critical thinking, evaluation and analytical skills


Minimum Qualifications



  • High School Diploma or GED required
  • Bachelor's degree or two years of experience on a specialized subject matter
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities


#LI-DNI

The annual salary target for this job in this market is $62,000-$68,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.



CBIZ.Jobs Category: Legal

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.



EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



PAY TRANSPARENCY PROTECTION NOTIFICATION



Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.




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