Client Delivery Specialist (Private Wealth Legal Assistant)
Location: St. Louis, MO (Onsite 4 Days Per Week)
Compensation: $65,000–$75,000 DOE
Our client, a nationally recognized Am Law firm, is seeking a Client Delivery Specialist (Private Wealth Legal Assistant) to join its Private Wealth practice in St. Louis.
This is an excellent opportunity for a motivated legal assistant who enjoys supporting attorneys in a collaborative, fast-paced environment. The successful candidate will play an integral role in managing workflow, coordinating with clients and internal teams, and providing exceptional legal administrative support within a sophisticated Private Wealth practice.
The ideal candidate is proactive, highly organized, detail-oriented, and committed to delivering outstanding client service while managing multiple priorities with professionalism and discretion.
Key Responsibilities
Attorney & Workflow Management
- Manage the full lifecycle of workflow for assigned attorneys.
- Anticipate attorney needs, manage priorities, and resolve administrative challenges with minimal supervision.
- Coordinate and track ongoing projects to ensure deadlines and deliverables are met.
- Monitor milestones, communicate project status, and assist with planning and resource coordination.
- Utilize workflow management software to organize and manage daily assignments.
- Handle special projects and other responsibilities that support the efficiency and success of the practice.
New Business Intake & Matter Management
- Prepare and process new matter forms.
- Coordinate conflict checks and open new client matters.
- Manage new client intake and engagement documentation.
- Maintain accurate client and matter records throughout the engagement process.
Billing & Financial Coordination
- Assist attorneys with time entry, billing, collections, and client billing inquiries.
- Support the tracking of matter budgets and alternative fee arrangements.
- Partner with billing and accounting teams to ensure timely and accurate financial processes.
Client Service & Administrative Support
- Serve as a professional point of contact for attorneys, clients, and internal departments.
- Coordinate client communications while maintaining the highest level of confidentiality.
- Proactively manage attorney inboxes, prioritizing urgent communications and organizing correspondence.
- Maintain attorney contacts, CLE requirements, and other administrative records.
- Coordinate calendars, meetings, travel arrangements, and itineraries.
- Process incoming and outgoing mail and coordinate courier or messenger services when needed.
- Maintain professionalism and composure while managing competing priorities in a fast-paced environment.
Document Management
- Prepare, edit, revise, format, proofread, and distribute legal documents, correspondence, and presentations with exceptional accuracy.
- Maintain document organization, version control, secure electronic filing, and matter records.
- Ensure all work product meets firm quality standards and deadlines.
Technology & Process Improvement
- Utilize Microsoft Office Suite and legal technology platforms to efficiently manage work.
- Leverage workflow management tools, automation, and AI technologies to improve organization and productivity.
- Participate in ongoing technology and AI training.
- Identify opportunities to improve administrative processes and enhance client service.
Qualifications
- Bachelor's degree preferred or an equivalent combination of education and professional experience.
- 3+ years of legal assistant experience required.
- Experience supporting attorneys in a law firm or professional services environment.
- Private Wealth, Trust & Estate, Estate Planning, Fiduciary Administration, or related legal practice experience is strongly preferred.
- Advanced proficiency with Microsoft Office Suite.
- Strong organizational, communication, and time management skills.
- Demonstrated ability to proactively identify issues, recommend solutions, and manage work independently.
- Ability to handle highly confidential information with discretion and professionalism.
- Strong attention to detail with the ability to manage multiple priorities and deadlines.
Preferred Background
- Private Wealth
- Trust & Estates
- Estate Planning
- Fiduciary Administration
- Probate
- Wealth Management
- Tax Planning
- High-Net-Worth Client Services
- Financial Services
- Law Firm Administration
The successful candidate will be:
- Professional, polished, and client-service focused.
- Organized with exceptional attention to detail.
- Proactive, dependable, and resourceful.
- Comfortable managing multiple priorities in a deadline-driven environment.
- An excellent communicator who builds strong relationships with attorneys, clients, and colleagues.
- Adaptable and eager to learn new technology, automation tools, and AI-driven solutions.
- Committed to delivering outstanding service while taking ownership of assigned responsibilities.
What You'll Gain
- Join a nationally recognized Am Law firm with a collaborative and supportive culture.
- Support a sophisticated Private Wealth practice serving high-net-worth clients.
- Gain exposure to complex Trust & Estate, Estate Planning, and Fiduciary matters.
- Work in an environment that values collaboration, innovation, and professional development.
- Competitive compensation, comprehensive benefits, and long-term career growth opportunities.
Qualified candidates with experience in Private Wealth, Trust & Estate, Estate Planning, Fiduciary Administration, or related legal practice areas are encouraged to apply.
PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws.
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