Executive Assistant to Partner (Accounting & Legal Firms)

Job Details

We are seeking a highly organized and proactive Executive Assistant to work directly with the Partner of an Accounting and Legal firm. This individual will serve as a trusted partner, helping manage communications, prioritize initiatives, coordinate client meetings, and ensure important matters receive timely follow-up.

The ideal candidate has experience working directly with a partner of an accounting/legal firm or family office environment.

About Our Firm

This role will work between our accounting and legal firms with the partner.

Pelletier & Leo - Our accounting firm has a rich history dating back 41 years. We work with high net worth individuals and businesses throughout the Los Angeles area.

Law Office of Leo Pelletier - Boutique legal firm working in trust and entity creation.

Key Responsibilities

• Work directly with the Partner on daily priorities, projects, and client matters
• Manage and organize a high-volume email inbox, including triaging messages and identifying items requiring immediate attention
• Assist with priority setting by helping track deadlines, commitments, and action items
• Coordinate follow-up on outstanding tasks, client requests, and internal initiatives
• Schedule and coordinate client meetings, including managing calendars and confirming appointments
• Prepare meeting agendas and ensure necessary materials are available in advance
• Maintain accurate records of meetings, follow-ups, and client communications
• Serve as a professional point of contact for clients and business partners
• Assist with special projects and operational initiatives as assigned

Qualifications

• Previous experience as an Executive Assistant to a partner in an accounting/legal firm or key stakeholder of family office.
• Exceptional organizational and time-management skills
• Strong written and verbal communication abilities
• Ability to handle confidential information with discretion
• Ability to work independently and anticipate needs before they arise
• Experience in accounting, legal, or family office environment
• Bilingual English and Mandarin

Pay: From $80,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Application Question(s):

• Are you able to commute daily to City of Industry office?

Work Location: In person