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Trusts & Estates Legal Administrative Assistant

SourcePro SearchBoston, Massachusetts

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote

Job Description

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.What You'll Do:
  • 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.
What You'll Bring:
  • Candidates must have a minimum of 3 years of Legal Administrative Assistant experience, excellent organizational, communication, prioritization and deadline management skills.
  • Candidate must exhibit flexibility, attention to detail and maintain strict confidentiality in all client and Firm matters.

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FAQs About Trusts & Estates Legal Administrative Assistant Jobs at SourcePro Search

What is the work location for this position at SourcePro Search?
This job at SourcePro Search is located in Boston, Massachusetts, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at SourcePro Search?
Employer has not shared pay details for this role.
What employment applies to this position at SourcePro Search?
SourcePro Search lists this role as a Full-time position.
What experience level is required for this role at SourcePro Search?
SourcePro Search is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at SourcePro Search?
You can apply for this role at SourcePro Search either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.