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15 results for Trust And Estate Assistant in Doylestown, PA

Trust and Estates Attorney

Cherry Hill, NJ
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
We are looking for a skilled Trust and Estates Attorney to join our team in Cherry Hill, New Jersey. In this role, you will provide compassionate legal guidance to families during challenging times, assisting them in navigating estate planning and administration processes. This position offers a hybrid work model, combining in-office and remote flexibility, along with a competitive compensation and benefits package. Responsibilities: • Manage estate administration cases in Pennsylvania and New Jersey, overseeing all aspects from probate to conclusion. • Facilitate the collection of assets and debts, ensuring accuracy and compliance throughout the process. • Prepare and file federal and state death tax returns, fiduciary income tax returns, and related documentation. • Draft fiduciary accountings, settlement agreements, and other legal documents essential to estate administration. • Handle the preparation and submission of tax forms, including 706, PA Rev-1500, 1041, PA-41, and US Gift Tax Return Form 709. • Provide expert legal counsel to clients on estate planning strategies and solutions. • Collaborate with internal teams to deliver exceptional service and ensure timely case resolution. • Stay updated on relevant laws and regulations to maintain compliance and deliver informed legal advice. • Utilize legal software tools effectively to manage documents, spreadsheets, and case data. • Maintain strong client relationships by delivering personalized and attentive service.
2026-05-14T00:00:00Z

Trust & Estate Planning Attorney / Counsel

Doylestown, PA
onsite
Permanent / Full Time
115000 - 165000 USD / Yearly
A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in comprehensive financial planning and wealth management, with a niche focus on serving high-net-worth professionals. The team is known for its collaborative culture, deep expertise, and nationwide client base. Responsibilities:• Analyze and interpret complex estate planning documents to ensure accuracy and alignment with legal standards.• Develop estate plans that align with clients' personal and financial objectives.• Conduct thorough legal research on trusts, estates, and related topics to support client strategies.• Partner with financial advisors to deliver integrated and effective planning solutions.• Communicate with clients and their representatives to address legal inquiries and provide guidance.• Draft and review legal documents with precision and attention to detail.• Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency.
2026-05-01T00:00:00Z

Estate Planning Attorney

Englishtown, NJ
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
We are looking for an experienced Estate Planning Attorney to expand and lead the legal planning offering for our Manalapan, New Jersey practice. This position is designed for a senior attorney who thrives in a visible, client-centered environment and enjoys helping individuals and families make informed decisions about wealth preservation, legacy planning, and long-term protection. The role works closely with financial advisors and regularly engages prospective clients through educational events, creating a strong platform for meaningful client relationships and continued practice growth. Responsibilities: • Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects. • Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement. • Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions. • Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies. • Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments. • Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources. • Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change. • Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals. • Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound.
2026-04-24T00:00:00Z

Legal Assistant

Philadelphia, PA
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
We are looking for a detail-oriented Legal Assistant to support a busy legal team in Philadelphia, Pennsylvania. This role focuses on keeping case materials organized, managing court-related filings, and helping attorneys stay on top of deadlines and documentation. The ideal candidate brings prior experience in civil litigation support and is comfortable handling multiple priorities in a fast-paced legal environment. Responsibilities: • Prepare, review, and submit legal documents through electronic filing systems while ensuring accuracy and compliance with court requirements. • Coordinate attorney calendars by tracking hearings, filing deadlines, meetings, and other case-related commitments. • Maintain organized case files, correspondence, and supporting records to ensure materials are accessible and current. • Assist with civil litigation matters by supporting document preparation, case tracking, and procedural follow-up. • Communicate with courts, clients, and internal staff regarding filing status, scheduling updates, and case logistics. • Monitor upcoming deadlines and take proactive steps to help the legal team meet procedural and administrative requirements. • Support the preparation of court filings and related documents for timely submission in the appropriate jurisdiction.
2026-05-11T00:00:00Z

Legal Assistant

Wilmington, DE
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
Our client is seeking dedicated Legal Assistant to join a rockstar team in Wilmington, Delaware. This role offers an excellent opportunity to support attorneys and clients in a collaborative and fast-paced environment. The ideal candidate will possess strong organizational skills, a proactive mindset, and the ability to efficiently handle multiple priorities while maintaining professionalism. A terrific opportunity to join an international law firm operating at the highest caliber. If you are interested in being considered immediately, please reach out to Kevin Ross at Robert Half in Philadelphia. Responsibilities:• Prepare, revise, and finalize legal documents, correspondence, and case-related materials with accuracy and attention to detail.• Organize and maintain both physical and electronic legal files to ensure accessibility and accuracy.• Manage case-related tasks such as updating databases, tracking documentation, and coordinating the delivery of executed materials.• Serve as a liaison between attorneys, clients, opposing counsel, and courts, ensuring clear communication and professionalism.• Handle administrative responsibilities including attorney time tracking, expense reporting, and travel arrangements.• Collaborate with paralegals, coordinators, and other team members to provide comprehensive legal support.• Assist with overflow work and special projects, applying problem-solving skills and adaptability.• Utilize e-filing systems and calendaring tools to manage deadlines and ensure compliance.• Format and edit documents for consistency and adherence to firm standards.
2026-05-01T00:00:00Z

Executive Assistant

Allentown, PA
onsite
Temporary / Contract
22 - 26 USD / Hourly
Robert Half is partnering with a local organization to identify a highly skilled and proactive Executive Assistant to provide strategic administrative support to senior leadership. This role is ideal for a polished professional who thrives in a fast‑paced environment, demonstrates sound judgment, and excels at managing competing priorities with discretion and professionalism.Key Responsibilities<ul><li>Provide high‑level administrative support to executive leadership (calendar management, meeting coordination, travel, and expense reporting)</li><li>Act as a trusted gatekeeper, managing communications and prioritizing inquiries on behalf of leadership</li><li>Prepare and edit correspondence, presentations, reports, and meeting materials</li><li>Coordinate internal and external meetings, including agendas, materials, and follow‑up action items</li><li>Liaise with internal teams, vendors, and external stakeholders</li><li>Maintain confidentiality while handling sensitive information</li><li>Support special projects and initiatives as assigned</li><li>Assist with office or departmental coordination as needed</li></ul>
2026-04-27T00:00:00Z

Executive Assistant

Allentown, PA
onsite
Temporary to Hire
24 - 28 USD / Hourly
Robert Half is seeking a highly organized and proactive Executive Assistant to provide high-level administrative support to senior leadership. This role requires strong communication skills, exceptional attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities<ul><li>Provide comprehensive administrative support to senior executives, including calendar management, meeting coordination, and travel arrangements. </li><li>Prepare correspondence, presentations, reports, and other documents with a high degree of accuracy and professionalism. </li><li>Serve as a primary point of contact for internal and external stakeholders. </li><li>Organize and support meetings, including scheduling, agenda preparation, note-taking, and follow-up on action items. </li><li>Maintain confidential information and handle sensitive matters with discretion. </li><li>Track deadlines, prioritize requests, and ensure executives are prepared for meetings and key initiatives. </li><li>Assist with special projects and provide support across departments as needed. </li></ul>
2026-05-15T00:00:00Z

Executive Assistant

Philadelphia, PA
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
Robert Half is seeking an Executive Assistant to provide high-level administrative support and help keep daily operations running efficiently at our client in the Greater Philadelphia area. This Executive Assistant role requires strong judgment, excellent organization, and the ability to manage competing priorities while supporting leadership effectively. The ideal candidate is comfortable handling sensitive information, coordinating logistics, and maintaining clear communication across teams and external contacts. Responsibilities:<ul><li>Oversee leadership calendars by arranging appointments, organizing schedules, and preparing meeting logistics to support efficient time management.</li><li>Coordinate meetings from planning through follow-up, ensuring action items, priorities, and next steps are tracked accurately.</li><li>Arrange travel plans, compile supporting materials, and assist with special assignments that require careful organization and timely execution.</li><li>Monitor key deadlines, ongoing tasks, and operational updates to help leadership stay informed and on schedule.</li><li>Serve as a reliable point of contact for internal teams and external partners, helping maintain clear and effective communication.</li><li>Organize records, correspondence, and executive files so information is current, accessible, and well maintained.</li><li>Provide day-to-day administrative support to leadership, helping streamline office activities and maintain workflow continuity.</li></ul>
2026-05-18T00:00:00Z

Executive Assistant

Allentown, PA
onsite
Permanent / Full Time
68000 - 78000 USD / Yearly
Robert Half Talent Solutions is representing a local organization that is are looking for an experienced and dependable Executive Assistant to support senior leadership. This position is ideal for someone who stays organized under pressure, communicates with confidence, and keeps priorities moving in a busy business environment. The right candidate will bring strong judgment, a service-minded approach, and the ability to manage both executive support duties and benefits-related coordination with care and accuracy. If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624 Responsibilities:• Oversee executive calendars by arranging meetings, managing schedule changes, and coordinating travel plans to keep leadership aligned and prepared.• Draft, format, and refine business correspondence, reports, presentations, and other materials needed for internal and external communication.• Support meetings from planning through follow-up by preparing agendas, recording key discussion points, and monitoring completion of next steps.• Safeguard sensitive company and employee information while handling requests with professionalism, discretion, and sound judgment.• Manage several priorities at once, ensuring time-sensitive assignments, administrative tasks, and leadership requests are completed efficiently.• Contribute to cross-functional projects and operational efforts that help departments stay organized and meet business objectives.• Plan and coordinate leadership gatherings, team events, and off-site sessions, including logistics, materials, and scheduling details.• Review administrative workflows and recommend practical improvements that increase efficiency and reduce delays.• Provide support for benefits-related activities such as coordination of employee benefit programs, leave administration, and COBRA-related processes as needed.
2026-05-01T00:00:00Z

Executive Assistant

Avondale, PA
onsite
Permanent / Full Time
45000 - 65000 USD / Yearly
Robert Half is looking for an Executive Assistant to provide exceptional administrative and accounting support to our client's team. This Executive Assistant role demands a highly organized, detail-oriented individual who excels at managing schedules, coordinating activities, and maintaining effective communication channels. The ideal candidate will anticipate needs, ensure operational efficiency, and uphold strict confidentiality. Responsibilities:<ul><li>Coordinate schedules, manage calendars, and prioritize tasks to support the team's objectives.</li><li>Organize travel arrangements, including booking accommodations, transportation, and meals.</li><li>Handle sensitive communications and ensure the timely flow of information to senior executives.</li><li>Maintain accurate records and oversee the documentation of important files.</li><li>Assist with basic accounting functions such as bookkeeping, invoice processing, and expense tracking using QuickBooks.</li><li>Prepare financial reports and ensure compliance with billing requirements.</li><li>Develop and implement organizational systems to streamline processes and improve efficiency.</li><li>Collaborate with team members to meet deadlines and achieve company goals.</li></ul>
2026-05-06T00:00:00Z

Executive Assistant

Warren, NJ
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
Our client, a rapidly growing technology company, is seeking a highly organized and proactive Executive Assistant to support their CEO. This is a pivotal role for someone who thrives in a fast-paced, and high-growth environment. Industry experience is highly preferred. Position OverviewThe Executive Assistant will serve as a strategic partner to the CEO, ensuring seamless day-to-day operations, effective communication, and efficient prioritization of key initiatives. This individual will play a critical role in supporting both internal coordination and external engagement. Salary is 85,000 - 110,000. Benefits include health insurance, 401k, and PTO Key Responsibilities<ul><li>Serve as the primary point of contact for all CEO communications, including managing and prioritizing a high-volume inbox</li><li>Coordinate and manage a complex executive calendar, scheduling meetings across multiple time zones and shifting priorities as needed</li><li>Attend meetings, capture detailed notes, and track action items to ensure timely follow-up and execution</li><li>Arrange all aspects of domestic and international travel, including logistics, itineraries, and accommodations</li><li>Draft, schedule, and manage content for the CEO’s professional social media presence in alignment with company messaging</li><li>Collaborate cross-functionally with internal teams and external stakeholders while maintaining a high level of confidentiality</li><li>Anticipate needs and proactively support the CEO in a dynamic, fast-moving environment</li></ul>
2026-04-27T00:00:00Z

Accounting Assistant

Bridgewater, NJ
onsite
Temporary / Contract
26.125 - 31 USD / Hourly
We are looking for an Accounting Assistant to support day-to-day financial operations for a company in the waste and environmental services industry in Bridgewater, New Jersey. This Long-term Contract position is ideal for someone who is organized, detail-oriented, and comfortable handling both payables and receivables in a fast-paced office setting. The role will contribute to accurate financial records, timely transaction processing, and dependable account reconciliation activities. Accounting Assistant Responsibilities:• Process vendor invoices with accuracy, verify supporting details, and prepare payments in accordance with established timelines.• Manage incoming customer payments, apply cash receipts correctly, and follow up on outstanding balances when needed.• Reconcile bank statements and internal records to identify discrepancies and help maintain accurate account balances.• Enter and code invoices while ensuring transactions are assigned to the appropriate accounts.• Assist with maintaining organized financial documentation for reporting, audits, and internal review purposes.• Review accounting entries for completeness and escalate unusual items or inconsistencies to the appropriate team members.• Support routine accounting operations by updating records, tracking transactions, and helping keep financial data current.
2026-05-18T00:00:00Z

Executive Administrative Assistant

Philadelphia, PA
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
Robert Half is looking for a detail-oriented Executive Administrative Assistant to support key operations in a dynamic non-profit environment based in the Philadelphia area. This Executive Administrative Assistant role requires a proactive individual who excels in administrative tasks while also contributing to social media efforts and donor relations. The ideal candidate will bring a strong blend of organizational skills, communication expertise, and technical proficiency. Responsibilities:<ul><li>Provide comprehensive administrative support to ensure smooth daily operations.</li><li>Manage schedules, organize meetings, and coordinate calendars for executives.</li><li>Assist with creating and managing content for social media platforms.</li><li>Collaborate with donors and maintain donor relations to support fundraising goals.</li><li>Utilize Microsoft Office tools to prepare reports, presentations, and correspondence.</li><li>Leverage tools like Adobe and Trello to streamline workflows and project management.</li><li>Work effectively within a higher education or non-profit setting to support organizational objectives.</li><li>Communicate professionally and assertively to ensure tasks and priorities are met.</li><li>Maintain accurate records and documentation for internal and external communications.</li><li>Support event planning and execution as needed.</li></ul>
2026-04-16T00:00:00Z

Senior Executive Assistant

Philadelphia, PA
onsite
Temporary / Contract
23.75 - 25 USD / Hourly
We are looking for a highly organized Senior Executive Assistant to support senior leadership at a multi-strategy investment firm located in the Greater Philadelphia Region. This Long-term Senior Executive Assistant contract opportunity is ideal for someone who thrives in a fast-paced environment, exercises sound judgment, and handles sensitive matters with discretion. The person in this role will serve as a trusted partner to executive leadership by coordinating priorities, streamlining communication, and ensuring daily operations run efficiently. What you get to do every single day:• Manage a complex executive calendar, aligning meetings and commitments with shifting business priorities while resolving scheduling conflicts proactively.• Coordinate domestic and international travel arrangements, including itineraries, meeting schedules, materials, and related logistics.• Serve as a central point of contact for the executive office, directing requests appropriately and facilitating efficient communication with internal and external stakeholders.• Organize Board of Directors and leadership meetings by scheduling sessions, preparing agendas, assembling presentation materials, and overseeing meeting logistics.• Draft, edit, and distribute accurate correspondence, reports, and other confidential documents with a high degree of accuracy and discretion.• Monitor incoming issues, requests, and follow-up items for executive leadership, helping assess urgency and recommending next steps when appropriate.• Support cross-functional communication by keeping departments informed of executive priorities, commitments, and time-sensitive developments.• Handle expense reporting, special projects, and event coordination, including catering and logistics for client and leadership meetings.• Assist with occasional personal administrative matters and provide dependable support outside standard business hours when needed.
2026-04-23T00:00:00Z

Real Estate Settlement Specialist

Allentown, PA
onsite
Permanent / Full Time
50000 - 60000 USD / Yearly
We are looking for an experienced Real Estate Settlement Specialist to oversee residential closing files from opening through final completion. This position is well suited for someone who thrives in a high-volume setting, keeps complex transactions organized, and communicates confidently with multiple parties involved in each closing. The ideal candidate brings strong attention to detail, sound judgment when reviewing documentation, and the ability to keep timelines moving efficiently. Responsibilities: • Oversee residential real estate transactions from initial file intake through closing and final post-closing completion. • Examine title reports, lender packages, sales contracts, and supporting documents to confirm accuracy and readiness for settlement. • Prepare settlement statements, closing disclosures, and other transaction documents required for timely and compliant closings. • Coordinate with buyers, sellers, real estate agents, lenders, attorneys, and related partners to maintain progress and resolve issues quickly. • Arrange and facilitate closing appointments, ensuring all documentation is properly executed and complete. • Process the distribution of funds for payoffs, commissions, escrow balances, and recording-related expenses. • Submit finalized documents for recording and manage post-closing follow-up to ensure files are completed correctly. • Address questions from clients and transaction partners throughout the closing cycle with clear and thorough communication.
2026-05-08T00:00:00Z