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Trusts & Estates Assistant

2 months ago

Boston, United States Beacon Hill Full time

Job Description: Reputable law firm in Boston is adding a T&E Assistant to their team. Seeking a self-motivated Trusts and Estates Administrative Assistant to assist multiple attorneys in the Trusts and Estates Department. Must have 1+ years' T&E experience.

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:

  • 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 that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.


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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 Staffing Group 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 .


We look forward to working with you.


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