Verified Job
Back Office / Data Entry
Legal Executive Assistant
Back Office / Data Entry
#670072
Remote / WFH
Job Description
Location: Philadelphia 50 South 16th Street, Suite 2925 Philadelphia, PA 19102
Contract: Full-time, Permanent
Practice Group: Private Wealth
Compensation: TBC based on experience and location
Our Firm:
Sterlington is a full-service law firm that combines legal and commercial excellence with modern ways of practicing. Our high-caliber partners work on complex business matters with a tailored approach to client service and a focus on financial flexibility and innovation.
We are the ultimate law firm for private clients, private capital, senior executives, founders, HNWIs and family offices, as well as related businesses, in both corporate and litigation matters. We take a commercial and holistic approach to the legal and business needs of our clients.
The Opportunity
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.
What You'll Do:
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
Estate & Fiduciary Administration Support:
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
What We're Looking For:
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.
Contract: Full-time, Permanent
Practice Group: Private Wealth
Compensation: TBC based on experience and location
Our Firm:
Sterlington is a full-service law firm that combines legal and commercial excellence with modern ways of practicing. Our high-caliber partners work on complex business matters with a tailored approach to client service and a focus on financial flexibility and innovation.
We are the ultimate law firm for private clients, private capital, senior executives, founders, HNWIs and family offices, as well as related businesses, in both corporate and litigation matters. We take a commercial and holistic approach to the legal and business needs of our clients.
The Opportunity
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.
What You'll Do:
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
Estate & Fiduciary Administration Support:
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
What We're Looking For:
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.
