Legal Administrative Assistant – Private Wealth, Trusts & Estates

Job Details

• Coordinate and manage attorneys’ schedules, including estate plan signings, client consultations, and probate or trust deadlines.
• Establish and maintain both electronic and physical files, ensuring documents are organized and easily retrievable.
• Draft, format, and proofread correspondence, legal forms, and documents with precision and attention to detail.
• Prepare estate planning documents for execution and serve as a signing witness when required.
• Scan, bind, and securely transmit executed estate planning documents to clients.
• Prepare and submit expense reports, and support billing processes, including responding to client billing inquiries.
• Manage incoming and outgoing mail efficiently.
• Provide backup support for other administrative team members as needed.
• Occasionally assist at the reception desk during short-term coverage.

A bit about us:

Our client is a highly respected Boston-based litigation and business law firm with a long-standing reputation for delivering sophisticated legal counsel to closely held businesses, developers, financial institutions, and high-net-worth individuals. The firm offers attorneys the opportunity to work on complex, high-stakes matters while maintaining a collaborative, entrepreneurial environment that emphasizes direct client interaction and meaningful responsibility. Unlike larger institutional firms, attorneys are given substantial hands-on experience, close mentorship from experienced partners, and the ability to play a visible role in client strategy and case management. The firm has built a strong presence in the Boston market through its deep client relationships, collegial culture, and commitment to professional growth, making it an attractive platform for attorneys seeking sophisticated work in a more personalized setting.

Qualifications

• Minimum of 3 years’ experience as a legal assistant with recent experience in estate planning, probate, or trust administration within a law firm setting.
• Exceptional written and verbal communication skills, with strong attention to detail.
• Proficiency in Microsoft Office (Word, Outlook, Excel), document management systems such as NetDocs, and PDF software.
• Highly organized with the ability to prioritize and manage multiple deadlines in a fast-paced environment.
• Professional and courteous in client-facing interactions with families, advisors, and colleagues.
• Eagerness to learn, adapt, and take on new responsibilities as workflows evolve.

Why join us?

Join a collaborative, high-net-worth trusts and estates practice at a boutique law firm in downtown where your expertise is valued and your contributions directly support a sophisticated client base. You’ll assist multiple attorneys in managing complex estate planning, trust administration, and wealth transfer matters. We offer a flexible schedule, excellent work-life balance, and a competitive compensation package, including:

• 401K employee match 50%
• 100% paid health and dental coverage, and deductible
• Strong compensation and yearly bonus
• Profit Sharing

Interested in hearing more?

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Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.