What are the responsibilities and job description for the Legal Executive Assistant position at sterlingtonpllc?
Location: Philadelphia | 50 South 16th Street, Suite 2925 Philadelphia, PA 19102
Contract: Full-time, Permanent
Practice Group: Private Wealth
Work type: Hybrid. This role offers flexibility to work remotely two days per week, with three days in the office to support the team members you work closely with.
Compensation: Competitive and aligned with experience.
Our Firm:
Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters.
Among other strengths, Sterlington is the ultimate law firm for founders, senior executives, and UHNWIs as well as their related businesses.
Learn more at: www.sterlingtonlaw.com/
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.
Our Private Wealth group is led by attorneys who previously practiced at a nationally recognized Am Law 100 firm and are now expanding a highly personalized, client-focused platform within a growing firm environment.
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.