Legal Executive Assistant

Sterlington, PLLC • Philadelphia, PA

3d

About The Position

We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice.
This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families.

Requirements

• 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

Responsibilities

• 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
• Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709)
• Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements
• Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations
• Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties
• Other ad-hoc work as required

Benefits

• Full-time employees are eligible for enrollment in our Medical, Dental, and Vision insurance plans, as well as our 401(k)-retirement program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 51-100 employees