Estate Planning Administrative Coordinator — Hybrid Role

Borchers Cusano Trust Law; Medfield (MA); Ibrido; USD 23.000 - 30.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Paid time off

Simple IRA with employer match

Hybrid work flexibility

Summer hours program

Professional development

Descrizione del lavoro

Borchers Cusano Trust Law, P.C. in Medfield, MA, is seeking an Administrative Assistant to support our Estate Planning (EP) and Estate Administration (EAD) teams with scheduling, filing, and front-desk duties.

This administrative role emphasizes coordination, communication, and reliable follow-through to help matters move forward smoothly. The position includes shared phone and front desk coverage as part of a team-based approach to client communication.

Competenze

• 3+ years of administrative support in a professional setting.
• Previous law firm experience a plus, estate planning preferred.
• Proficient with MS Office and Adobe Acrobat.

Mansioni

• Schedule and confirm client meetings (in-person, virtual, and phone).
• Prepare, organize, scan, and maintain client files.
• Assemble meeting materials, execution packets, and estate planning binders.
• Draft routine correspondence using firm templates and direction.
• Enter and maintain basic matter information in the firm's practice management system.
• Support matter opening and closing tasks and basic billing follow-up.
• Answer incoming phone calls, greet clients and visitors, and route communications.
• Prepare and distribute outgoing mail and route incoming mail and documents.
• Assist with conference room readiness and general administrative support.

Descrizione del lavoro

Borchers Cusano Trust Law, P.C. in Medfield, MA, is seeking an Administrative Assistant to support our Estate Planning (EP) and Estate Administration (EAD) teams with scheduling, filing, and front-desk duties.

This administrative role emphasizes coordination, communication, and reliable follow-through to help matters move forward smoothly. The position includes shared phone and front desk coverage as part of a team-based approach to client communication.