Job Description

Job Description

Job Description: Reputable Boston firm is seeking a self-motivated Trusts and Estates Legal Administrative Assistant to assist multiple attorneys in the Trusts and Estates Department. This position includes legal secretarial administration of case files, scheduling and correspondence.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Type correspondence, memoranda and other legal documents in a timely manner with a high degree of accuracy.
• Maintain files, both electronic and physical, photocopying, read and sort mail, prepare and update estate planning binders, coordinate scheduling and other duties as needed.
• Input attorney timesheets, process, proof and review and edit bills and invoices.
• Interact with clients, financial advisors, investment advisors, accountants, attorneys, and other staff; schedule and proactively prepare files and documents for meetings.
• Prepare final estate planning letter which includes copies of executed estate planning documents and recommendations for various asset transfers related to trust funding strategy, including investment accounts, real estate, life insurance and retirement assets.

KNOWLEDGE, SKILLS AND ABILITIES:

• MUST have 2+ years' T&E experience
• Knowledge of financial and legal management principles in order to assist with the responsibility for the firm's Trusts and Estates Department at a level normally acquired through completion of a Bachelor's degree or equivalent experience.
• A minimum of two years of experience as a Legal Assistant
• Ability to demonstrate impeccable integrity in personal and fiduciary matters.
• Interpersonal skills necessary in order to communicate with a diverse group of attorneys, staff and clients and provide information and "customer service" with courtesy and tact.
• Experience using Microsoft Word, Excel, Outlook. Knowledge of Visio and Power point is preferred.
• Experience using a Document Management System and Billing Software preferred.
• Organization and attention to detail and verbal and written communication skills.

Soft Skills/Must Haves: High attention to detail. Ability to multi-task and prioritize. Someone intuitive.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser:

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

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