Boston MA

Trust & Estates Legal Administrative Assistant

CM Legal

Trust & Estates Legal Administrative Assistant
Our client, a mid-size law firm headquartered in Boston, is looking for a Legal Administrative Assistant to support the estate and tax planning practice of our fast-paced Trusts & Estates Department.
Responsibilities include:

  • Preparation of draft estate plan documents and final documents for execution
  • Drafting letters, creating estate planning binders, maintaining client files with current estate plans, and handling transmission of original estate plan documents to firm vault
  • Preparation of probate documents and filing packages for probate court
  • Assisting with monthly client billing to include reviewing and editing of pre-bills and sending final invoices to clients
  • Calendar maintenance and appointment setting
  • Maintaining Outlook contacts
  • Setting up new client matters, including drafting fee agreements and engagement letters 

Candidates must have a minimum of 3 years of experience in administrative support in a professional services industry, preferably Trusts & Estates, with experience in client relationship management.  Excellent organizational, communication, prioritization and deadline management skills required. Candidate must exhibit flexibility, attention to detail and ability to multi-task. 

  • Max. file size: 300 MB.

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