Legal Executive Assistant
Quick Summary
Location: Philadelphia | 50 South 16th Street, Suite 2925 Philadelphia, PA 19102 Contract: Full-time, Permanent Practice Group: Private Wealth Work type : Hybrid.
Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document…
Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience…
Responsibilities
~1 min read- →Prepare and revise estate planning documents with precision and attention to detail
- →Manage complex calendars, schedule appointments, and coordinate travel arrangements
- →Oversee all aspects of new client intake and implementation
- →Maintain document retention systems, including vault documents and digital filing
- →Handle billing processes and client distributions
- →Support time tracking
- →Build and maintain strong relationships with clients, demonstrating professionalism and discretion
- →Managing communications with internal and external stakeholders
Requirements
~1 min read- Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning
- Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable
- Experience working with high-net-worth clientele
- Experience supporting C-suite executives or senior professionals in client-facing environments
- Exceptional organizational skills with proven ability to manage multiple priorities and deadlines
- Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Outstanding written and verbal communication skills
- Absolute discretion and ability to handle highly confidential information
Full-time employees are eligible for enrollment in our Medical, Dental, and Vision insurance plans, as well as our 401(k)-retirement program.
Sterlington uses E-Verify to confirm employees’ work authorization.
At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.
Location & Eligibility
Listing Details
- Posted
- March 6, 2026
- First seen
- March 26, 2026
- Last seen
- May 9, 2026
Posting Health
- Days active
- 44
- Repost count
- 0
- Trust Level
- 22%
- Scored at
- May 10, 2026
Signal breakdown
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