Legal Executive Assistant

About This Role

The Legal Executive Assistant will provide essential support to the Chief Estate Accountant and the Estate Administration team within the Private Wealth practice at Sterlington, a full-service law firm. This role focuses on ensuring seamless operations and delivering outstanding client service for Ultra High Net Worth individuals and families.

Responsibilities

• Prepare and revise estate planning documents with precision
• Manage complex calendars, appointments, and 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
• Manage 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)
• Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations

Requirements

• Minimum 5 years of executive support experience
• Working knowledge of estate and trust taxation concepts (Forms 706, 1041, 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

Qualifications

• Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning.

Skills

* Required skills

Benefits