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Trusts & Estates Legal Administrative Assistant

Boston, MA 02110

Posted: 12/06/2023 Employment Type: Direct Hire Job Number: 41136 Pay Rate: 55,000

Job Description

Position Summary
Our client is seeking a Legal Administrative Assistant to support their fast-paced Trusts & Estates Department

Responsibilities:
  • 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 firms billing software.
  • Review, edit, prepare, and proofread pre-bills and invoices.
  • Ensure client bills are sent our accurately and on time.
  • Maintaining client files with current estate plans
  • Maintaining pleadings binders of estate administration cases
  • Handling the post execution process 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 legal matters, including conflict check, new matters forms, and engagement letters
Requirements:
  • Must have excellent organizational, communication, prioritization, and deadline management skills.
  • Must exhibit flexibility, attention to detail, and maintain strict confidentiality in all client and firm matters.

Meet Your Recruiter

Ashley Dineen

Ashley Dineen has been with The Panther Group since 2009 and has worked within many areas of the company including payroll, compliance, on-boarding, recruitment, and client management.

Ashley is a mother of two and enjoys spending time with family in her spare time.

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