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Legal Administrative Assistant – Probate & Trust Administration
Location:
Medfield, MA
Description:
Borchers Cusano Trust Law, P.C. is seeking a full-time Legal Administrative Assistant to work with our innovative, forward-thinking team in our Medfield, MA office. Responsibilities: Answer phones and communicate with clients, screen when necessary Schedule and confirm appointments Distribute and prepare mail for the Dept., including certified mail, UPS and Fedex Maintain client information utilizing cloud-based CRM software (Clio) Maintain filing systems as assigned Retrieve information as requested from records, email and other related documents Respond to and resolve administrative inquires and questions Scan documents Draft probate forms and related correspondence Communication with courts regarding probate filings Assist with entering attorney time in Clio Generate draft invoices for department as needed / Assist with monthly client billing to include reviewing and editing of pre-bills and sending final invoices to clients in a timely manner Perform other general administrative duties and projects as needed Requirements: 3+ years of previous office experience, preferably in a law firm setting Proficiency with MS Office Suite; CRM software (Clio) and tax preparation software a plus Excellent verbal and written communication skills Excellent interpersonal and customer service skills Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously Able to work independently, under pressure, with minimal supervision Excellent references required Massachusetts Notary Public a plus DISC Profile preferred Firm Culture: BCTL is a full-service trust and estate planning law practice serving individuals, businesses, trusts, and estates. With our TrustCASE TM system, we map out estate administration up-front to simplify the process and relieve stress for our clients and their families. At BCTL, we cultivate a supportive, collaborative environment where our team members and clients are like family. We value genuine connection with our community and one another as we work together to build tailored, personalized plans for each of our clients. Benefits: Competitive pay Health and dental benefits Simple IRA matching Team-building activities and opportunities for professional development Work Type: This role will be an in-office position with the option to work remote on occasion as needed Borchers Cusano Trust Law is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
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More About this Listing: Legal Administrative Assistant – Probate & Trust Administration
Legal Administrative Assistant – Probate & Trust Administration is a Clerical Administrative Specialist, Legal Administrative Assistant Job at Borchers Trust Law Group, Pc located in Medfield MA. Find other listings like Legal Administrative Assistant – Probate & Trust Administration by searching Oodle for Clerical Administrative Specialist, Legal Administrative Assistant Jobs.
Legal Administrative Assistant – Probate & Trust Administration is a Clerical Administrative Specialist, Legal Administrative Assistant Job at Borchers Trust Law Group, Pc located in Medfield MA. Find other listings like Legal Administrative Assistant – Probate & Trust Administration by searching Oodle for Clerical Administrative Specialist, Legal Administrative Assistant Jobs.