Assistant

TriState Legal Consultants, LLC; Fort Washington (Montgomery County); Hybrid; USD 60,000 - 90,000; Full time

Job summary

TriState Legal Consultants, LLC in Fort Washington, PA, seeks an Executive Assistant to provide high-level administrative and personal support to the Principal. This full-time hybrid role combines in-office days with remote work to manage calendars, client files, and cross-functional duties across legal and financial operations.

You will triage communications, coordinate document preparation, and assist with basic bookkeeping in QuickBooks, while handling personal tasks and travel arrangements

Qualifications

• Experience in executive and personal support with calendar and email management.
• Proficient in Microsoft 365, Google Workspace, QuickBooks Online, and PDF/e-signature tools.
• Excellent written and verbal communication with legal clients, vendors, and account holders.
• Ability to maintain discretion and confidentiality with sensitive documents.
• Strong organization, prioritization, problem-solving, and attention to detail.
• Background in legal support, financial services, or personal/executive assistance; HS diploma required, degree preferred.

Responsibilities

• Manage master calendars and triage incoming emails and phone communications.
• Organize client files and handle client intake across legal and financial operations.
• Track process serving schedules and assist with basic billing/bookkeeping in QuickBooks.
• Coordinate document preparation.
• Oversee personal administrative tasks including errands, vendor schedules, travel arrangements, and personal calendars.

Skills

Executive & Personal Support

Software & Tech Skills

Professional Communication

Discretion & Confidentiality

Organization & Adaptability

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

Microsoft 365

Google Workspace

QuickBooks Online

PDF/e-signature tools

Job description

The Executive Assistant provides high-level administrative, operational, and personal support directly to the Principal, Christopher Freeman, across TriState Legal Consultants, LLC, Freeman Financial Agency, and personal priorities. This full-time hybrid role is based in Fort Washington, PA, with a schedule of 3 days in-office and 2 days remote.

Daily responsibilities include managing master calendars, triaging incoming email and phone communications, organizing client files, and handling client intake across legal and financial operations. The Assistant tracks process serving schedules, assists with basic billing/bookkeeping in QuickBooks, and coordinates document preparation. Additionally, the Assistant oversees personal administrative tasks—including coordinating personal errands (e.g., dry cleaning, drop-offs, deliveries), managing household vendor schedules, arranging personal travel, and keeping personal calendars organized to ensure smooth daily efficiency across all business and personal endeavors.

Qualifications

• Executive & Personal Support Experience: Proven track record in calendar management, client communication, operational support, and handling cross-functional personal tasks with ease.
• Software & Tech Skills: Hands-on familiarity with Microsoft 365, Google Workspace, QuickBooks Online, PDF/e-signature tools, and administrative software.
• Professional Communication: Exceptional written and verbal communication style tailored for interacting with legal clients, financial account holders, and vendors.
• Discretion & Confidentiality: Absolute trustworthiness when dealing with confidential legal documents, financial data, and personal family matters.
• Organization & Adaptability: Strong prioritization, proactive problem-solving, high attention to detail, and comfort transitioning smoothly between business and personal errands.
• Background & Education: Prior experience in legal support, financial services, or personal/executive assistance required. High school diploma required; Associate or Bachelor’s degree in Business or related fields preferred.