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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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 with in 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

• 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

• 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…