Estate Planning Assistant: Client-Focused & Detail-Driven

Coburn Law; Portland (ME); On-site; USD 42,000 - 60,000; Full time

Job summary

Coburn Law in Portland, Maine, seeks a professional Full-Time Legal Assistant for a boutique estate planning practice. You will support clients through the estate planning process, coordinate daily administrative tasks, and help ensure the office operates efficiently with discretion and confidentiality.

The ideal candidate is personable, detail-oriented, and capable of handling sensitive client information.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent verbal and written communication with clients.
• Ability to manage multiple tasks and prioritize work.
• Exceptional client service and team support skills.
• Handles sensitive legal and client matters with discretion and confidentiality.

Responsibilities

• Serve as the initial point of contact for clients and coordinate communication between clients, attorney and other professionals.
• Assist attorneys to organize and prepare client materials for meetings; draft and finalize estate planning documents.
• Process and package finalized documents for client files, ensuring secure handling of originals.
• Maintain and organize estate planning documents in the firm’s secure document vault.
• Assist with client billing and office invoicing; monitor office supplies and daily admin tasks.

Skills

Organization

Communication

Multi-tasking

Client service

Discretion

Job description

Coburn Law in Portland, Maine, seeks a professional Full-Time Legal Assistant for a boutique estate planning practice. You will support clients through the estate planning process, coordinate daily administrative tasks, and help ensure the office operates efficiently with discretion and confidentiality.

The ideal candidate is personable, detail-oriented, and capable of handling sensitive client information.