Legal Assistant & Client Concierge

WizeHire, Inc; Melrose (MA); On-site; USD 42,000 - 54,000; Full time

Job summary

WizeHire, Inc is seeking a Legal Administrative Assistant for our Melrose office. The role blends legal support with front-desk responsibilities and offers a growth path toward paralegal or operations leadership.

You will prepare prenup packages, financial statements, intake packets, and estate planning binders under attorney supervision, and you will open matters in Clio and manage intake in Lawmatics to ensure files are ready before attorneys ask.

Responsibilities

• Perform real legal document work: prepare prenuptial agreement packages, financial statements, intake and questionnaire packets, and estate planning and closing binders under supervision.
• Be the first voice and face for clients, handling front desk tasks and communicating with clients about matter status.
• Contribute to firm administration: handle billing, collections, and operations using QuickBooks and Clio practice management software.

Tools

Clio

Lawmatics

QuickBooks

Job description

We are hiring a Legal Administrative Assistant for our Melrose office — someone who wants to learn this work, not just process it.

About 1/3 of your time will be spent performing real legal document work: preparing prenuptial agreement packages, financial statements, intake and questionnaire packets, and estate planning and closing binders from firm templates, under attorney and paralegal supervision. You will open and run matters in Clio, manage intake in Lawmatics, and become the person the attorneys rely on to have the file ready before they ask.

The other 1/3 is the front of our firm. You are the first voice and face clients experience, and the person they trust to tell them what is happening with their matter. In a firm our size, those two halves belong to the same person — and doing both is what makes you genuinely valuable here.

The Final 1/3 is going to be Firm Administrate work, this is the operational side of the business, this is the work you will perform in QuickBooks, Clio practice management software, this is the work that you perform that helps run the law firm and includes everything from Billing, Collections, Operations, Ordering supply's.

This is a growth seat. We promote from within. The person who does this job well and wants more of the legal work will get more of it, on a paralegal track or the operations track to run a multimillion-dollar business, with the firm paying for the education.