Client Delivery Specialist (Private Wealth Legal Assistant)

Client Delivery Specialist (Private Wealth Legal Assistant) Job Category : Administrative Support Requisition Number : CLIEN002904 Employment Type : Full-Time Location : St. Louis Clayton, 8001 Forsyth Blvd, Suite 1500, Saint Louis, MO 63105, USA Client Delivery Specialist serves as the primary operational partner for assigned attorneys within a practice. The role manages workflow execution, cross‑functional coordination, and administrative support while reducing attorney project‑management burden. Essential Job Functions Manages full lifecycle workflow for assigned attorneys. Proactively anticipates the needs of attorneys, manages priorities, and resolves administrative challenges with minimal supervision. Coordinates and tracks ongoing projects to ensure deadlines and deliverables are met; monitors milestones; updates status reports; communicates progress; and assists with project plans, timelines, and resource allocation. Handles special projects and other duties as assigned to support the efficiency and success of the attorneys’ practices. Effectively uses workflow management software to log and manage workflow. Prepares and processes new matter forms, requests conflict checks, and opens new files. Coordinates intake and engagement processes, maintain documentation, and reduce repetitive attorney involvement. Assists attorneys with tracking and monitoring alternative fee arrangements. Assists attorneys with automation, tracking, and monitoring of matter budgets. Partner with the billing team to oversee time entry, billing inquiries, and collections. Coordinates client communications, manages sensitive information, and serves as a liaison between attorneys, clients, and internal departments. Proactively manages attorneys’ inboxes, prioritizing and flagging urgent communications; drafts, reviews, and responds to emails on behalf of attorneys as directed; and organizes/archives correspondence for easy retrieval. Provides general administrative support: Maintains attorney contacts; tracks requirements and activity related to CLE and memberships. Provides general administrative support as needed, including operating office equipment (PCs, printers, phones, copiers, facsimiles, and typewriters). Conducts all business in a confidential manner; copes successfully with demands from timekeepers, remaining calm under pressure. Reviews and routes incoming mail and fax communications; prepares and processes outgoing mail and faxes; arranges specialized mail or messenger services as required; and ensures attachments, exhibits, and enclosures are included. Assists in coordinating attorneys’ calendars and meeting arrangements; makes travel arrangements and prepares itineraries. Prepares, edits, formats, and proofreads legal documents, correspondence, and presentations with a high degree of accuracy; manages version control, file organization, and secure document storage in compliance with firm policies; and facilitates the execution, filing, and distribution of legal documents. Types, transcribes, revises, and proofreads legal documents accurately; prioritizes assignments; and meets specific deadlines on projects. Shows proficiency in the assigned Practice Specialty Center (practice-group-specific duties as they relate to the PSC). Takes personal responsibility for regularly exchanging information, documenting workflows for coverage that support attorney preferences, and sharing training tips with team members for maximum job effectiveness. Demonstrates effective teamwork and communication with team members and all Firm personnel; participates in regular team meetings to discuss current projects and workflow. Delegates specific tasks to other teams, as appropriate, to ensure coverage, timely completion, and quality control. Identify opportunities for process improvements. Leverages automation and dashboards to improve tracking, organization, and execution of work. Participate in applicable AI and technology related trainings to maintain proficiency in related tools and services. Research emerging tools and best practices and recommends process improvements to streamline workflows, increase accuracy, and enhance service delivery. Position Requirements Bachelor's degree with major coursework in a related field; or commensurate professional and educational experience required. 5+ years relevant experience providing comprehensive support to organizational leadership, preferably in a professional services environment. 3+ years relevant legal assistance experience required. Advanced proficiency in Microsoft Office Suite. Demonstrated ability to proactively identify issues, propose solutions, and drive work to resolution with minimal direction. Strong communication skills, including providing concise, solutions-oriented status updates and recommendations to attorneys and other stakeholders. Ability to handle confidential information of highest level. Minimum typing speed of 60 wpm; previous transcription experience preferred. Exercise discretion, judgment, and composure. Proactive Problem-Solving – Anticipate and resolve before escalation Judgment & Discretion – Navigate complexity with senior stakeholders Workflow Management – Own full lifecycle with accountability Business Partnership – Service mindset with strategic value-add Technology Proficiency – AI, automation, continuous upskilling Organizational Excellence – Detail-oriented, multi-tasking across portfolios Accountability – Follow-through and ownership Relationship Management – Build trust across all levels Adaptability – Thrive in dynamic, high-pressure environments Please include cover letter and resume when applying. Equal Opportunity Employer Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr