Senior Legal Admin: Private Client Services (Hybrid)

Be Group, LLC; Conshohocken (Montgomery County); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Be Group, LLC in Pennsylvania is seeking a Legal Administrative Assistant to support attorneys in the Private Client Services Group, focusing on trusts and estates for high‑net‑worth clients.

This senior team includes three partners, three counsel, one associate, one admin, and a paralegal; you will manage calendars, coordinate meetings, and handle billing and file organization. Strong initiative, discretion, and experience with complex billing are essential in this role.

Qualifications

• Significant experience as a legal administrative assistant supporting multiple attorneys in a busy transactional practice. 10+ years is preferred.
• Experience in trusts and estates is a plus, not a requirement; private client services or similar practice is acceptable.
• Real experience with complex attorney billing, calendar management, document preparation and file organization.
• Strong initiative, sound judgment and discretion, with the ability to work independently and manage competing priorities.
• Excellent written and verbal communication, and client service instincts for dealings with clients and outside advisors.
• Proficiency with Microsoft Office, time entry and billing software, and document management systems.
• Comfortable maintaining confidentiality in a client-facing environment.

Responsibilities

• Manage detailed calendars for multiple attorneys, and prioritize meeting requests and the logistics behind them.
• Coordinate client meetings, signing appointments, internal and external meetings, Zooms, and conference calls.
• Track fiduciary deadlines, tax-related due dates, and follow-up items across several attorneys' matters.
• Prepare, proofread, format, and revise correspondence, engagement letters, estate planning binders, and trust and estate administration materials.
• Support active matters - organizing client materials, coordinating documents, and maintaining matter files.
• Handle extensive client contact by phone, email, and in person, alongside communication with fiduciaries, trustees, financial advisors, accountants, and other outside professionals.
• Review and edit pre-bills, and compile and process a high volume of monthly attorney billing.
• Open, maintain, and close client files, and keep filing and retrieval systems organized.
• Provide backup coverage for other legal support staff.

Skills

Calendar management

Client communication

Billing processes

Document preparation

Tools

Microsoft Office

Billing software

Document management systems

Job description

Be Group, LLC in Pennsylvania is seeking a Legal Administrative Assistant to support attorneys in the Private Client Services Group, focusing on trusts and estates for high‑net‑worth clients.

This senior team includes three partners, three counsel, one associate, one admin, and a paralegal; you will manage calendars, coordinate meetings, and handle billing and file organization. Strong initiative, discretion, and experience with complex billing are essential in this role.