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.

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

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

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.

PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws.

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