Trusts & Estates Legal Administrative Assistant
SourcePro Search•Boston, MA
•Hybrid
About The Position
SourcePro Search is conducting a search for a Trusts & Estates Legal Administrative Assistant to support our law firm client's fast-paced Trusts & Estates Department. This position is hybrid and based in the Boston office.
Requirements
- Minimum of 3 years of Legal Administrative Assistant experience
- Excellent organizational skills
- Excellent communication skills
- Excellent prioritization skills
- Excellent deadline management skills
- Flexibility
- Attention to detail
- Maintain strict confidentiality in all client and Firm matters.
Responsibilities
- Preparing draft estate plan documents and final documents for execution.
- Preparing probate documents and filing packages for probate court.
- Preparing and processing client bills using firm’s billing software.
- Review, edit, prepare and proofread pre-bills and invoices.
- Ensure client bills are sent out accurately and on time.
- Maintaining client files with current estate plans.
- Maintaining pleadings binders of estate administration cases.
- Handling the post-execution processes to include drafting of letters to clients and creation of estate planning binders.
- Handling the transmission of original estate plan documents to firm vault.
- Calendar maintenance and appointment setting for attorneys.
- Opening new matters, including conflict check, new matter forms, and engagement letters.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
