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Our client, a full-service law firm, is seeking a Legal Assistant to join their Trusts & Estates practice group in Boston, MA. In this role, you will provide critical administrative and document support to attorneys and paralegals specializing in estate planning, probate, and estate administration.
Job Responsibility:
Prepare, assemble, and organize estate planning document binders (both physical and electronic)
Format, proofread, and finalize estate planning documents (e.g., wills, trusts, powers of attorney, health care directives)
Maintain and organize client files within the firm’s document management system
Upload, save, and properly profile documents according to firm protocols
Assist with client intake, scheduling, and follow-up communications
Coordinate document execution appointments and prepare signature packets
Scan, copy, and electronically file documents
Maintain templates and update standard forms as needed
Manage calendars, deadlines, and task lists for attorneys
Provide general administrative support to the Trusts & Estates team
Requirements:
4+ years administrative experience in a Trusts & Estates practice area required