Sterlington · 3 hours ago
Legal Executive Assistant
Philadelphia, Pennsylvania, United States
Full-time
Onsite
Senior Level
5+ years expSterlington is a full-service law firm that combines legal and commercial excellence with modern ways of practicing. They are seeking an experienced Legal Executive Assistant to provide exceptional support to their Chief Estate Accountant and the Estate Administration team in the Private Wealth practice.
ConsultingFinancial ServicesLegal
No H1B
Responsibilities
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
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
Qualification
Required
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
Benefits
Medical, Dental, and Vision insurance plans
401(k)-retirement program
Company
Sterlington
Sterlington is a law consulting firm that specializes in invest management, taxation, bankruptcy, finance and litigation solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher S. Harrison
Head of Corporate and M&A Practice
Recent News
2026-01-16
2026-01-15
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