LEGAL ADMINISTRATIVE ASSISTANT
The firm is seeking a Senior Legal Administrative Assistant with 8â10 years of experience supporting attorneys within a sophisticated Private Client / Trusts & Estates practice. This is a dedicated right-hand support role. The individual will work closely with specific attorneys, becoming deeply familiar with their clients, workflows, and practice needs while serving as a critical part of the day-to-day operations of the group. The work is highly substantive and client-focused, offering meaningful involvement with sophisticated estate planning and fiduciary matters in a stable, professional environment. This opportunity is especially well suited for candidates with experience supporting:
- Trusts & Estates attorneys
- Private Client practices
- High-net-worth individuals and families
- Family office environments
- Wealth management professionals
- Serve as the dedicated right hand to Private Client attorneys, developing deep familiarity with their practices, clients, and workflows
- Manage the flow of inbound requests and communications from internal and external clients through completion
- Draft, edit, format, and proofread legal documents, PowerPoint presentations, and Excel spreadsheets with expert-level accuracy
- Manage attorney calendars, conflict checks, time entry, and client billing preparation
- Coordinate meetings, in-person signings, travel arrangements, events, conference calls, and expense reconciliation
- Track business development activities and attorney follow-ups
- Facilitate communication across attorneys, associates, paralegals, clients, and firm staff
- Maintain client and matter files and coordinate service of process and hand deliveries when necessary
- Provide occasional overtime support during active matters or filing deadlines
- 8â10 years of legal administrative assistant or executive assistant experience within a law firm environment
- E xperience supporting attorneys in a dedicated (non-pool) support structure
- Strong background supporting Private Client, Trusts & Estates, or related practice areas
- Demonstrated employment stability, including 4+ years in at least one prior position
- Experience supporting high-net-worth clients, family offices, or wealth management environments strongly preferred
- Prior experience with billing, time entry, conflict checks, and business development tracking required
- Expert-level Microsoft Word skills, including styles, formatting, templates, and document production
- Strong proficiency with Outlook, PowerPoint, and Excel
- Experience with Kofax, Adobe Acrobat, or comparable PDF/document management tools
- Hands-on experience with legal billing and timekeeping systems such as Aderant, Elite, Intapp Time, or equivalent platforms
- âââââââ Bachelorâs degree preferred but not required
- Relevant legal administrative experience carries the greatest weight
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