Estate Planning Paralegal & Executive Assistant to Managing Partner

La Tanzi, Spaulding & Landreth, LLP; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading law firm is seeking an Estate Planning Paralegal & Executive Assistant to the Managing Partner. This role combines advanced estate planning responsibilities with executive support. Ideal candidates will have extensive paralegal experience and strong organizational skills. Join a collegial firm that values work-life balance and offers competitive compensation.

Benefits

Medical Insurance

401(k) Profit-Sharing Plan

Opportunities for Professional Growth

Work-Life Balance

Qualifications

• Minimum of 5 years of experience as a paralegal, focusing on estate planning.
• Proven experience in providing executive-level administrative support.

Responsibilities

• Draft and manage complex estate planning documents.
• Provide high-level administrative support to the Managing Partner.
• Serve as a liaison between the Managing Partner and clients.

Skills

Organizational Skills

Communication

Client Service

Tools

Microsoft Office Suite

Legal Document Management Software

Job description

Estate Planning Paralegal & Executive Assistant to Managing Partner

Estate Planning Paralegal & Executive Assistant to Managing Partner

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Estate Planning Paralegal & Executive Assistant to Managing Partner

Location: Orleans, MA | On-Site | Full-Time

La Tanzi, Spaulding & Landreth, LLP - voted Best Law Firm by the Cape Cod Times Best of Cape Cod Community Choice Awards 2002 through 2024 and Best Place to Work by Cape and Plymouth Business 2023 and 2024 - is seeking a multifaceted professional to join our esteemed Trust & Estate Department. This unique role combines advanced estate planning paralegal responsibilities with executive-level support to our Managing Partner, offering a dynamic and rewarding career path.

• Draft and manage complex estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Coordinate with clients to gather necessary information and ensure accurate documentation.
• Assist in the administration of trusts.
• Maintain organized and up-to-date client files and case management systems.
• Provide high-level administrative support to the Managing Partner, including calendar management, travel arrangements, and meeting coordination.
• Prepare and edit correspondence, reports, and presentations.
• Handle confidential information with discretion and professionalism.
• Serve as a liaison between the Managing Partner and clients, staff, and external contacts.
• Assist in special projects and firm initiatives as needed.

What We’re Looking For:

• Minimum of 5 years of experience as a paralegal, with a focus on estate planning and probate.
• Proven experience providing executive-level administrative support in a legal setting.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication abilities.
• Proficiency in Microsoft Office Suite and legal document management software.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to client service and maintaining confidentiality.

Why Join Us:

• Competitive compensation package, commensurate with experience.
• Comprehensive benefits, including medical insurance and 401(k) profit-sharing plan.
• Opportunities for professional growth and advancement.
• A collegial and inclusive firm culture that values work-life balance.
• The chance to live and work in the beautiful Cape Cod region.

If you’re a dedicated professional seeking a role that combines legal expertise with executive support, we’d love to hear from you. Please send your cover letter and resume to:

Joan Barry Walsh, CLM

Firm Administrator

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Law Practice

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