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  • Sector: Legal
  • Function: Paralegal
  • Contact Email:
  • Expiration Date: 26 November 2021
  • Job Ref: Nelson_2162979_1637789863

Job Number: 2162979


Mergers and acquisitions advisory firm serving the wine and alcohol beverage industry is adding to their team!!!

Successful Sonoma County Firm is seeking an individual to play a critical role in coordinating all office operations, procedures, and resources. Looking for a detail-oriented person who has a friendly, flexible personality to handle everything from customer service and administrative workflow to business operations and executive assisting.

Compensation: To $DOE plus terrific benefits including 401K and profit sharing.


  • Provide executive support to principles and other executives
  • Interface with clients and their advisors to secure transaction related document
  • Calendaring and travel arrangement
  • Provide phone coverage, greet visitors, and handle incoming/outgoing mail
  • Prepare and modify documents including correspondence, reports, drafts, and memos, agendas, meeting minutes, emails, and presentations
  • Create and maintain tracking log
  • Ensure clients have all necessary paperwork and documents


  • 2+ years of experience executive/administrative assistant
  • Legal, Escrow, Acquisition, Merger, CPA, or Financial Industry Experience a plus
  • Strong organizational skills and an ability to multi-task a wide range of tasks and projects
  • Experience with Word, Excel, PowerPoint, and Outlook.
  • Customer service oriented.


About Nelson:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for. Nelson is an EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.