Legal Assistant

Overview

Fast-paced estate planning, probate, and Medicaid firm focused on serving families in the Woburn metro/North Shore area. This position provides all in-office support for the firm, including general office administration and legal assistance. The role involves keeping remote team members informed about paperwork flow, mail, clients, and other updates, and providing executive assistance to the attorney. Estate planning is a central part of the role, including final review of documents, preparing for signing appointments, witnessing or notarizing as needed, transferring real estate into trusts, and preparing final portfolios for clients.

The ideal candidate is a dynamic multitasker who works well as part of a team, with experience in estate planning and administrative office support.

You are a self-starter who can show initiative, work well independently, and help drive the team forward through effective organization and communication. You pay meticulous attention to detail, maintain a client-focused approach, and strive to provide the best possible client experience. This is primarily an in-office position with some WFH available on Wednesdays and Fridays, depending on performance.

• Assist with estate planning matters by reviewing, printing, and preparing documents for signing appointments; arranging witnessing or notarizing as needed, either in-office or by mailing documents out with instructions; filing deeds online or by mail; and creating final estate planning portfolios for clients
• Provide general office management assistance, including processing all incoming and outgoing mail; meeting/greeting clients in the office; handling pickup/drop-off of documents; ordering office supplies; and scanning or making copies as needed
• Assist the receptionist and intake specialist with incoming calls, initial client screenings, and scheduling appointments as needed
• Assist in probate and Mass Health matters by organizing documentation supplied by clients; scanning materials; organizing and maintaining physical folders; acting as liaison between paralegal/attorney and client; and handling filings by mail as needed
• Maintain detailed records for all matters using our CRMs (Lawmatics and Clio)

• Associate’s degree, or some college is preferred; high school diploma or equivalent is necessary
• At least 1-2 years of previous experience in a law firm setting performing administrative tasks
• Proficient with MS Office products
• Some knowledge of legal software, case management, and docketing programs
• Excellent communication and organizational skills
• Ability to work effectively in a fast-paced environment and meet deadlines with quick turnaround times
• Excellent proofreading skills and sustained attention to detail across repetitive tasks
• Ability to maintain a calm, supportive, can-do attitude under pressure
• Ability to work independently and troubleshoot issues, while also seeking clarification or assistance when needed
• Ability to adapt to different software and programs, including Microsoft Suite, Adobe, Drop Box, Lawmatics, Clio, Simplifile, Intermedia Unite, and others as needed

$24 - $30 hourly