THE OPPORTUNITY

We are seeking an exceptionally organized and proactive Legal Executive Assistant to provide dedicated support to a partner whose practice focuses on estate planning, tax law, and complex corporate structuring. This is a high-trust, high-visibility role that requires sound professional judgment, the ability to manage competing priorities with composure, and a genuine commitment to client service.

The right candidate will function as a true right hand to the partner — anticipating needs, managing workflow, and ensuring that nothing falls through the cracks.

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WHAT YOU WILL DO

- Manage the partner's calendar, scheduling, and travel arrangements with precision and foresight, proactively identifying and resolving conflicts

- Serve as the primary point of contact for clients, ensuring timely, professional, and warm communication at every touchpoint

- Prepare, proofread, and format legal documents, correspondence, engagement letters, and estate planning instruments

- Coordinate with clients, co-counsel, CPAs, financial advisors, and court personnel on behalf of the partner

- Manage and track deadlines, filings, and follow-up items across active matters using the firm's practice management system

- Prepare meeting materials, agenda packets, and closing binders for client meetings and transactions

- Process expense reports, check requests, and billing entries in coordination with the firm's accounting team

- Handle sensitive and confidential information with absolute discretion

- Support light research and document organization on estate plans, corporate structures, and real estate matters

- Assist with drafting and sending client communications, reminders, and firm correspondence

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WHAT WE ARE LOOKING FOR

Required:

- 3+ years of experience as a legal assistant, executive assistant, or senior administrative professional — law firm experience strongly preferred

- Exceptional written and verbal communication skills; polished and professional in all client interactions

- Superior organizational skills and attention to detail

- High proficiency with Microsoft 365 (Word, Outlook, Excel)

- Ability to manage multiple deadlines simultaneously and adapt quickly to shifting priorities

- Discretion and integrity in handling confidential client matters

- A proactive, solutions-oriented mindset

Preferred:

- Familiarity with estate planning documents (wills, trusts, powers of attorney, healthcare directives)

- Experience with legal practice management software (CARET Legal, Clio, or similar)

- Knowledge of corporate entity documentation and real estate closing processes

- Associate's or Bachelor's degree, or paralegal certificate

- Notary public commission, or willingness to obtain one

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WHAT WE OFFER

- Competitive salary commensurate with experience, with performance-based bonus eligibility

- Group health insurance

- 401(k) with firm contribution

- Paid time off

- Professional development support

- Collegial, professional culture with a long-tenured team

- Exposure to sophisticated transactional and estate planning work with opportunity to grow alongside an expanding practice

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