Client Delivery Specialist; Financial Services​/Private Wealth Legal Assistant

Client Delivery Specialist (Private Wealth Legal Assistant)

Job Category
:
Administrative Support

Requisition Number
: CLIEN
002904

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.

• 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.