Legal Assistant - Estate Planning Department
Company: Tarlow, Breed, Hart & Rodgers, P.C.
Posted on: May 16, 2022
Location: Boston, Massachusetts, 02199, United States
Position Title: Legal Assistant - Estate Planning Department
Company Name: Tarlow, Breed, Hart & Rodgers, P.C.
Job Type: Full-Time
Estate Planning Department - Legal Assistant
This person will be assist attorneys, Paralegals and other
assistants in all aspects of the estate planning department. This
department is a fast-paced deadline-driven environment with
constant client interaction.
Answering multiple telephone lines, message documentation
Daily client interaction
Prepare and maintain integrity of client and transaction files
within Department-approved and file management system.
Proof read agreements, trusts, wills and all client related
Preparation of client binders of documentation both in hard copy
and PDF format with table of contents.
Conduct non-legal and legal research using various research
Perform other related duties as assigned
Proficiency in Microsoft programs
Microsoft Word, with proficiency in document formatting.
Outlook, maintaining attorney calendars, conference scheduling.
Proficiency in searching within the calendar for a sender's email
for documents and information relayed to clients.
Excel spreadsheets, ability to format large spreadsheets for
Ability to format and create flow charts
Familiarity with document management software (i.e.,
Ability to learn new software when necessary.
Familiarity with time and billing software and ability to research
client accounts receivables, billing and payment history and work
Familiarity with red-lining software (i.e. Workshare Compare)
Demonstrates effective interpersonal communication skills, both
verbally and in writing to facilitate effective working
relationships with attorneys, clients and support staff.
Ability to work independently as well as effectively within a team
in a deadline-driven environment.
Ability to handle multiple projects, multiple attorneys and
paralegals with shifting priorities, and meet deadlines.
Ability to assume progressive responsibilities within assigned work
as experience is gained in the position.
Be dependable and with a high level of professionalism.
Flexibility to adjust hours and work the hours necessary to meet
operating and business needs.
Legal Assistant Legal Assistant Legal Assistant Paralegal Paralegal
Keywords: Tarlow, Breed, Hart & Rodgers, P.C., Boston , Legal Assistant - Estate Planning Department, Legal , Boston, Massachusetts
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