Legal Assistant

Key Responsibilities:

Case Management:

 Maintain and organize case files, ensuring all documents are accurately filed and easily accessible.

 Monitor deadlines and ensure timely submission of all court filings and other legal documents.

Client Interaction:

 Serve as a point of contact for clients, providing updates and gathering necessary information.

 Is upbeat, empathetic, and positive in their interactions with clients. 

 Schedule and coordinate client meetings.

 Assist attorneys in preparing for client meetings and court appearances if needed.

Administrative Support:

 Manage attorney calendars, scheduling meetings, and coordinate travel arrangements.

 Work with attorneys and the firm’s finance team to ensure monthly invoices are accurate and sent to clients in a timely fashion.

 Maintain confidentiality of all client and case information.

Other Duties:

 Responsible for performing conflict checks and opening new client matters.

 Assist with special projects as needed.

 Stay updated on changes in laws and regulations relevant to the firm's trust and estates practice.

Qualifications

Education:

 High school diploma or equivalent work experience in Trust and Estates required.

Experience:

 Minimum of 3 years of experience as a Legal Assistant in Trust & Estates.

Skills:

 Experience working with Trusts & Estates attorneys.

 Proficient knowledge of general estate planning matters.

 Knowledge of e-filing systems required for uploading probate documents to court.

 Strong understanding of legal terminology and procedures.

 Proficient in legal research tools and software (e.g., Westlaw, LexisNexis).

 Excellent written and verbal communication skills.

 High level of accuracy and attention to detail.

 Strong organizational and time management skills.

 Ability to handle sensitive information with discretion.

 Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Work Environment:

-- This position operates onsite in a professional office environment.

-- The ideal candidate must be comfortable travelling to our satellite office in Hingham, MA (Fridays only) to support the partner during signings and to perform any other duties required.