Legal Administrative / Executive Assistant – Private Client (Trusts & Estates)

Primeline Solutions LLC • Full-time • Boston, MA, US • $80,000 - $110,000 / year • 1m ago

Full-Time | Hybrid | Boston, MA | $80K – $110K + Profit Sharing + Benefits

IMPORTANT: WHO THIS ROLE IS FOR

This Is For a Seasoned Legal Administrative Or Executive Assistant Who Wants To Be a Genuine Partner — Not Just Support Staff — To a Team Of High-profile Private Client Attorneys. Candidates Must

Have 8–10 years of administrative experience supporting attorneys or senior professionals
Have experience in a Private Client, Trusts & Estates, or wealth management environment (strongly preferred)
Be commutable to Boston for hybrid in-office days

This is NOT for candidates without sustained law firm or professional services experience. T&E or family office background will be considered toward the top of the compensation range.

What You'll Be Doing

Serve as the operational right hand to 2–3 Private Client attorneys — knowing their practices, clients, and rhythms as well as they do
Manage calendars, conflict checks, time entry, billing preparation, and client/matter files with expert-level organization
Draft, format, proofread, and edit legal documents, PowerPoint presentations, and Excel spreadsheets with precision
Coordinate signings, closings, meetings, travel logistics, and expense reconciliation
Track business development follow-ups and relay communications across the attorney-paralegal-staff team
Handle service of process, hand deliveries, and conference call arrangements

What We're Looking For

8–10 years of legal administrative, EA, or senior professional support experience
Private Client, Trusts & Estates, or family office/wealth management background strongly preferred
Expert-level Microsoft Word, Outlook, PowerPoint, and Excel — Word styles proficiency is a plus
Familiarity with legal time-and-billing systems (Aderant, Elite, or Intapp Time) helpful
Relationship-builder who earns trust over time and wants to stay somewhere long-term

Core Keywords

Legal Administrative Assistant; Executive Assistant; Private Client; Trusts & Estates; Wealth Management; Law Firm; Boston; T&E Support

Skills: wealth management,wealth,trusts,estates,management,administrative