Executive Legal Assistant

Senior Client Delivery Specialist (Executive Legal Assistant)

Location: St. Louis, MO (Onsite 4 Days Per Week)

Compensation: $70,000 - $90,000 DOE

The Executive Legal Assistant will provide dedicated support to a senior Partner within a sophisticated Private Wealth practice.

This individual will serve as a trusted operational partner to the attorney, taking ownership of workflow management, client service coordination, legal administrative support, and technology-driven process improvements.

The ideal candidate is highly organized, technologically savvy, detail-oriented, and capable of managing sensitive matters with professionalism and discretion.

This role supports one Partner and requires a polished professional who can confidently interact with clients, advisors, and internal stakeholders while maintaining the highest level of service and confidentiality.

Trust & Estate, Estate Planning, Fiduciary Administration, or Private Wealth experience is highly preferred.

Key Responsibilities

Strategic Workflow Ownership

• Serve as the primary operational support professional for a senior Partner within the Private Wealth practice.
• Manage and coordinate all workflow, deadlines, priorities, and administrative functions.
• Anticipate attorney needs and proactively address issues before they arise.
• Track ongoing projects, monitor milestones, manage deliverables, and ensure timely completion of assignments.
• Coordinate with internal teams and delegate work as appropriate to ensure efficiency, coverage, quality control, and seamless execution.
• Provide regular updates on project status and workflow priorities.
• Exercise independent judgment and problem-solving skills with minimal supervision.
• Handle special projects and other duties that support the success and efficiency of the practice.

Client & Relationship Management

• Serve as a professional point of contact for clients, advisors, and other stakeholders.
• Coordinate client communications and maintain exceptional client service standards.
• Manage highly confidential personal, financial, and legal information with discretion.
• Build trusted relationships with clients and internal teams.
• Support client-facing interactions in a polished, professional, and service-oriented manner.

New Business Intake & Matter Management

• Coordinate new client intake processes and engagement documentation.
• Prepare and process new matter forms.
• Request, monitor, and facilitate conflict checks.
• Open and maintain client matters and files.
• Ensure all intake and matter management processes are completed accurately and efficiently.

Document & Legal Administrative Support

• Prepare, revise, edit, format, and proofread legal documents, correspondence, presentations, and reports.
• Manage document organization, version control, filing, and secure document storage.
• Coordinate document execution, filing, distribution, and record maintenance.
• Maintain exceptional accuracy while managing multiple priorities and competing deadlines.
• Ensure all work products reflect a high degree of attention to detail.

Email & Executive Support

• Proactively manage attorney inboxes and communications.
• Prioritize and flag urgent matters requiring immediate attention.
• Draft and respond to communications on behalf of the attorney as appropriate.
• Organize and maintain correspondence for efficient retrieval.
• Manage complex calendars, appointments, meetings, and travel arrangements.
• Prepare itineraries and coordinate logistics for business travel and client meetings.
• Maintain attorney contacts and related administrative requirements.

Billing, Collections & Financial Coordination

• Coordinate billing processes and client invoicing activities.
• Prepare billing correspondence and client financial updates.
• Assist with tracking and monitoring matter budgets.
• Support alternative fee arrangement tracking and reporting.
• Assist with collections, follow-up and financial administration as needed.
• Partner with accounting and finance teams to ensure timely and accurate financial processes.

Business Development Support

• Support client development and relationship-building initiatives.
• Coordinate client events, meetings, and networking activities.
• Assist with the preparation of pitch materials, presentations, and client-facing documents.
• Maintain client databases and related business development records.

Technology & Workflow Optimization

This Partner highly values professionals who embrace technology and seek opportunities to improve efficiency and service delivery.

The successful candidate will:

• Demonstrate advanced proficiency with Microsoft Office Suite and legal technology platforms.
• Utilize workflow management systems to organize, prioritize, and monitor work.
• Leverage automation tools and technology solutions to improve efficiency.
• Identify opportunities for process improvements and workflow enhancements.
• Quickly learn and adopt new technologies, software platforms, and AI-enabled tools.
• Help streamline administrative and legal support processes while maintaining exceptional accuracy and service standards.

Qualifications

• Bachelor's degree preferred or equivalent combination of professional experience and education.
• 5+ years of executive support, legal support, or professional services experience.
• 3+ years of legal assistant, legal administrative, or related legal support experience required.
• Experience supporting attorneys, partners, executives, or senior leadership.
• Experience within a law firm, wealth management firm, family office, trust company, or other professional services environment strongly preferred.
• Trust & Estate, Estate Planning, Fiduciary Administration, or Private Wealth experience is highly preferred.
• Demonstrated experience managing complex workflows and multiple priorities.
• Strong understanding of client service expectations within a high-net-worth client environment.
• Advanced proficiency in Microsoft Office Suite.
• Strong communication, organization, and project management skills.
• Ability to work independently and drive projects to completion.
• Proven ability to handle highly confidential information with discretion and professionalism.

Preferred Backgrounds

Candidates with experience in one or more of the following areas are strongly encouraged to apply:

• Private Wealth
• Trust & Estates
• Estate Planning
• Fiduciary Administration
• Wealth Management
• Family Office
• Probate
• Tax Planning
• High-Net-Worth Client Services
• Professional Services
• Law Firm Administration

Ideal Candidate Profile

The successful candidate will be:

• Professional, polished, and client-facing.
• Personable, relationship-focused, and service-oriented.
• Exceptionally detail-oriented and highly organized.
• Comfortable serving as a trusted right hand to a senior Partner.
• Proactive and resourceful with strong problem-solving abilities.
• Skilled at managing competing priorities in a fast-paced environment.
• Technologically savvy and enthusiastic about leveraging tools that improve efficiency.
• Able to anticipate needs, think ahead, and take ownership of outcomes.
• Adaptable, dependable, and committed to delivering exceptional client service.

What You'll Gain

• Direct partnership with a highly respected leader in the Private Wealth space.
• Exposure to sophisticated trust, estate, fiduciary, and wealth planning matters.
• Opportunity to make a meaningful impact through organization, technology, and client service.
• Long-term career growth within a stable, collaborative, and highly regarded professional environment.
• Qualified candidates with Private Wealth, Trust & Estate, Estate Planning, Fiduciary Administration, or high-level legal support experience are encouraged to apply.

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