Executive Assistant

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Executive Assistant – Be the Go-To Partner Support for a Premier Private Wealth Practice

This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $80,000 - $90,000 per year

A bit about us:

Our client is a boutique New York law firm that has grown fast since it was founded less than a decade ago. The Firm handles real estate, commercial litigation, employment, business transactions, and private wealth / trusts and estates matters. It’s built to be lean and responsive, so clients get big-firm quality work with closer attention from their lawyers. The Firm’s Westchester County office is home to a senior Trusts & Estates Partner with decades of experience. She advises high-net-worth individuals, families, and closely held business owners on estate planning, trusts, business succession, and wealth transfer. Many of these client relationships span multiple generations.

Why join us?

Our client is looking for a smart, devoted Executive Assistant to support a senior Trusts & Estates Partner in its Westchester County office. This is a high-responsibility role with significant client contact. The right person will take work off the Partner’s plate, anticipate what’s needed, and keep the office running smoothly.

Job Details

Responsibilities:

• Manage and triage the Partner’s email inbox, flag priorities, and handle routine correspondence
• Coordinate the Partner’s calendar, including client meetings, signings, calls, and internal deadlines
• Serve as a primary point of contact for clients. Communicate professionally and discreetly with individuals, families, and their advisors.
• Prepare, organize, and send documents to clients, and track signatures and returns
• Manage the Partner’s time entries so billing is accurate and submitted on time
• Handle copying, scanning, filing, and document management
• Find ways to streamline workflows and make the Partner’s day more efficient
• Support day-to-day office operations and do whatever it takes to keep the Westchester office running smoothly

Qualifications:

• Prior experience as an executive assistant, legal assistant, or legal secretary. Experience supporting a partner or senior executive is strongly preferred.
• Trusts & estates, private client, or wealth management experience is a plus
• Excellent multitasker who stays organized and calm while juggling competing priorities
• Highly detail-oriented, with strong written and verbal communication skills
• Polished, warm, and professional with clients. Handles confidential information with discretion.
• Team player with a strong work ethic who takes ownership and follows through
• Proficient in Microsoft Office/Outlook. Experience with legal billing or time-entry software is a plus.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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