LEGAL ADMINISTRATIVE ASSISTANT

POSITION OVERVIEW
The firm is seeking a Senior Legal Administrative Assistant with 8–10 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

KEY RESPONSIBILITIES

• 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

Experience & Background

• 8–10 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

Technical Skills

• 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

EDUCATION

• ​​​​​​​ Bachelor’s degree preferred but not required
• Relevant legal administrative experience carries the greatest weight