Estate Planning Administrative Assistant

Long Hagan Huff-Harris; Boston (MA); On-site; USD 75,000 - 150,000; Full time

Job summary

A leading law firm in Boston is seeking an Estate Planning Administrative Assistant to be the primary contact for clients. This role requires strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. The firm offers competitive pay and various benefits, emphasizing professional development and a supportive team culture.

Benefits

Competitive Hourly Pay

Paid Time Off

401K Company Matching

50% Employer Paid Health Insurance

Vision Insurance

Life Insurance

Continuous Professional Development

Qualifications

• Strong communication and interpersonal skills are essential.
• Superior attention to detail and multitasking abilities required.
• Excellent written and oral communication skills needed.

Responsibilities

• Communicating with clients and managing office supplies.
• Reviewing and preparing estate planning documents.
• Organizing and filing property documents with state registries.

Skills

Communication

Attention to Detail

Customer Service

Time Management

Interpersonal Skills

Job description

The Estate Planning Administrative Assistant is a vital position at Long Hagan Huff-Harris that acts as the primary point of contact for clients and a cornerstone of the department. Therefore, strong communication and interpersonal skills are essential qualities to be successful in this role. The ideal candidate must have superior attention to detail, excellent written and oral communication skills, an ability to multitask, and to see tasks through completion in a fast-paced environment.

Under supervision of the Estate Planning department and according to established policies and procedures, the Administrative Assistant performs a variety of duties including, but not limited to: reviewing, printing, and preparing documents for signing, processing paperwork, filing property documents with state registries, communicating with clients, managing inventory of office supplies, and organizing the storage of original documents. Additionally, there are lots of growth opportunities available within this firm.

Long Hagan Huff-Harris is a growing Family Law, Trusts and Estates, and Business Law Firm located in Massachusetts, with locations in both Boston and Duxbury. Our firm is a company built on the strength of its people. We look for individuals with a passion for excellence and superior attention to detail, who will provide our clients with exceptional service every day.

Responsibilities:

• Communicating with clients.

• Reviewing, printing, and assembling estate planning documents for signing.

• Managing the inventory of office supplies for the estate planning department.

• Scanning, copying, saving, uploading documents to client portal or LHH G-Drive.

• Managing and organizing documents, both physical and electronic.

• Filing property documents with state registries.

• Performing other duties as requested or assigned.

We offer:

• Competitive Hourly Pay
• Vacation, Personal, Sick Paid Time Off
• Most Massachusetts Holidays Off, Paid
• 401K Company Matching (Up to 4%)
• 50% Employer Paid Health Insurance
• Vision Insurance
• FSA & Dependent Care Savings Accounts
• Life Insurance
• Continuous Professional Development
• Notary Oath and Renewal Fees Reimbursement

Requirements:

• Excellent Customer Service Skills - A welcoming and polite demeanor is essential to success in this position. Additionally, clients expect prompt responses and follow-up to all correspondence, whether it’s over the phone or email. It is critical to remain composed even if the client expresses frustration.

• Superior Attention to Detail - Ability to switch gears with shifting priorities. Given all the moving parts and daily interruptions, it is critical that the Administrative Assistant be able to shift their attention while still being detail-oriented and focused on quality.

• Organized and Systematic - In an environment with lots of moving pieces, systems are essential, and the ideal candidate would have a firm grasp on the importance of organization and following processes to ensure follow through. Additionally, the Administrative Assistant must have an excellent ability to manage multiple on-going projects at various stages of workflow, so superior time-management skills are essential.

• Communicative and Collaborative - We are a close team and do our best work based on trust in each other and collaboration. Strong interpersonal, communication, and organizational skills are essential, not only when working within the office, but also working with clients and their families, as well as other professionals in the community.

• Self-Motivated and Self-Assured - If you encounter a problem, we want you to be a part of the solution! While we value collaboration, it is important to have the ability to work independently and the ideal candidate would be self-directed.

• Strong Computer and Technology Skills - The ideal candidate must be comfortable with using technology daily and learning as needed.

• Ability to Manage Up - In the fast-paced environment of the law firm, the Administrative Assistant must manage his or her supervisor to streamline processes, meet client expectations, and meet deadlines.

• Compassionate and Caring - As a law firm that frequently assists individuals who are experiencing stressful situations, possessing exemplary listening skills, customer service, and empathy is critical.

This Job Is Ideal for Someone Who Is:

• Dependable - more reliable than spontaneous.

• Sociable - enjoys interacting with people and working on group projects.

• Adaptable - enjoys doing work that requires frequent shifts in direction.

• Meticulous - would rather focus on the details of work than the bigger picture.

• Ambitious - enjoys taking on challenges, even if they might fail.

Long Hagan Huff-Harris is an Equal Opportunity Employer that values the strength diversity brings to the workplace.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Law Practice

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