Executive Assistant

Jobot; Town/Village of Harrison (NY); On-site; USD 80,000 - 90,000; Full time

Job summary

Jobot is seeking a seasoned Executive Assistant to support a senior Trusts & Estates Partner at a boutique Westchester law firm in Harrison, NY. This on-site, permanent role requires discreet handling of confidential information and exemplary client service.

Responsibilities include managing the Partner's inbox and calendar, preparing and sending documents, tracking signatures, and supporting billing with time-entry systems.

Qualifications

• Experience supporting a partner or senior executive.
• Experience in trusts & estates, private client, or wealth management is a plus.
• Strong multitasking with excellent organization and discretion.
• Polished, warm, professional client-facing demeanor.
• Clear written and verbal communication.
• Team player with a strong work ethic.

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 with discretion and professionalism.
• Prepare, organize, and send documents to clients, and track signatures and returns.
• Manage the Partner's time entries to ensure accurate and timely billing.
• Handle copying, scanning, filing, and document management.
• Streamline workflows to improve efficiency and support day-to-day operations in Westchester office.

Skills

Executive support

Prior partner support

Discretion

Multitasking

Written & verbal communication

Client relations

Team player

Microsoft Office / Outlook

Time-entry software familiarity

Tools

Microsoft Office/Outlook

Legal billing software

Job description

Executive Assistant

$80000 - $90000 per year | Harrison, NY | On-site | Permanent

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

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.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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