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Legal Assistant - Estate Planning Department

Company: Tarlow, Breed, Hart & Rodgers, P.C.
Location: Boston
Posted on: May 16, 2022

Job Description:

Location: Boston, Massachusetts, 02199, United States
Posted: 2022-04-29
Position Title: Legal Assistant - Estate Planning Department
Company Name: Tarlow, Breed, Hart & Rodgers, P.C.
Sector: Admin/Clerical/Secretarial
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 documentation
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 tools.
Perform other related duties as assigned

Qualifications:
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 printing
Ability to format and create flow charts
Familiarity with document management software (i.e., NetDocuments)
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 in progress.
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 Paralegal

PI176183207

Keywords: Tarlow, Breed, Hart & Rodgers, P.C., Boston , Legal Assistant - Estate Planning Department, Legal , Boston, Massachusetts

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