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Trust & Estates Legal Secretary #30516

Trust & Estates Legal Secretary

Salary: Up to $100K

 5+ years of experience in both Legal Secretarial in Trusts and Estates required

An established law firm in Boston is seeking a self-motivated, experienced Trusts and Estates Secretary to assist its Attorneys and Paralegals in the Trusts and Estates Department with the smooth functioning of the department. This position includes legal secretarial administration of case files, scheduling, and correspondence. 

Responsibilities

  • Trust and Estates Legal Secretary will draft, read, and interpret legal documents, including durable power of attorney
  • Type correspondence, memoranda, and other legal documents in a timely manner with a high degree of accuracy
  • Maintain files, both electronic and physical, photocopies, read and sort mail, prepare and update binders, coordinate schedules, and other duties as needed
  • Input attorney timesheets, process, proof, and review and edit bills and invoices
  • Interact with clients, attorneys, and other staff; schedule and prepare files/ 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

Requirements

  • 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
  • 5+ years of experience in both Legal Secretarial in Trusts and Estates
  • Experience using Microsoft Word, Excel, Outlook, and other software products
  • Ability to demonstrate impeccable integrity in personal and fiduciary matters
  • Interpersonal skills are necessary in order to communicate with a diverse group of attorneys, staff, and clients and provide information and “customer service” with courtesy and tact
  • Organization and attention to detail and verbal and written communication skills

Categories: Direct Hire|Legal Jobs, Direct Hire|Administrative Jobs, Region| Metro Boston - Massachusetts, Region| Hybrid

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BPTW 2022

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