Trusts and Estates Legal Assistant #32074

4 days ago

Boston, Massachusetts, United States JOHNLEONARD Full time $75,000 - $85,000 per year

Location:
Boston, MA | On-site 4 days

Salary Range:
$75,000 - $85,000 | Bonus eligible

Schedule:
Full Time | Monday - Friday, 9-5

Our client, a respected firm in the
legal services industry
, is seeking a highly organized and proactive
Trusts and Estates Legal Assistant
to support multiple attorneys in the
Trusts and Estates Department
. This is an excellent opportunity for a dedicated legal professional with a strong background in
estate planning support
,
legal administration
, and
client services
.

Key Responsibilities

  • Prepare, proofread, and format a wide range of legal documents, including correspondence, memoranda, and estate planning materials with a high level of accuracy and timeliness.
  • Maintain both electronic and physical case files; perform document scanning, mail handling, and organization of
    estate planning binders
    .
  • Coordinate meeting schedules and prepare materials for attorney and client meetings.
  • Process attorney time entries, review and edit invoices using
    legal billing software
    .
  • Interact professionally with clients, financial advisors, accountants, and internal team members, ensuring high-quality
    client service
    .
  • Draft and finalize estate planning letters summarizing executed documents and recommending steps for asset transfers related to
    trust funding strategies
    , including investment accounts, real estate, insurance, and retirement assets

Required Skills & Qualifications

  • Bachelor's degree or equivalent experience in
    legal or financial administration
    .
  • 2+ years of experience as a Legal Assistant
    , preferably in
    Trusts and Estates law
    .
  • Strong understanding of
    estate planning
    ,
    trust administration
    , and
    fiduciary responsibilities
    .
  • Ability to communicate effectively, with attention to detail and a client-focused approach.
  • Proven ability to maintain confidentiality and demonstrate integrity in all fiduciary matters.
  • Proficient in
    Microsoft Word, Excel, Outlook
    ; familiarity with
    Visio
    and
    PowerPoint
    a plus.
  • Experience with
    Document Management Systems
    and
    legal billing platforms
    preferred.
  • Strong interpersonal skills to effectively collaborate with a diverse range of professionals and clients.

Are you an organized, tech-savvy, and detail-oriented professional passionate about
estate planning
and
legal client support
?
Apply today
for the chance to join our client's collaborative and mission-driven team and make a meaningful impact.

Founded in 1969,
JOHN
LEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings.
JOHN
LEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.

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