Boston MA
Administrative
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.