Trusts & Estates Legal Admin Specialist

Jobot; Boston (MA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

401K match 50%

Health and dental coverage 100%

Yearly bonus

Profit sharing

Job summary

Jobot is hosting an opportunity with a Boston-area trusts and estates team, offering a highly respected, boutique environment for a legal assistant with estate planning, probate, or trust administration experience. You will support multiple attorneys, draft documents, and manage sensitive client matters with discretion.

The role emphasizes mentorship, hands-on experience, and a collaborative culture, with a competitive compensation package and strong benefits in a top Boston market setting.

Qualifications

• Minimum 3 years’ experience as a legal assistant with recent experience in estate planning, probate, or trust administration within a law firm setting.
• Exceptional written and verbal communication skills, with strong attention to detail.
• Highly organized with the ability to prioritize and manage multiple deadlines in a fast-paced environment.
• Professional and courteous in client-facing interactions with families, advisors, and colleagues.
• Discreet, maintaining strict confidentiality when handling sensitive information.
• Eagerness to learn, adapt, and take on new responsibilities as workflows evolve.

Responsibilities

• Coordinate and manage attorneys’ schedules, including estate plan signings, client consultations, and probate or trust deadlines.
• Establish and maintain both electronic and physical files, ensuring documents are organized and easily retrievable.
• Draft, format, and proofread correspondence, legal forms, and documents with precision and attention to detail.
• Prepare estate planning documents for execution and serve as a signing witness when required.
• Scan, bind, and securely transmit executed estate planning documents to clients.
• Prepare and submit expense reports, and support billing processes, including responding to client billing inquiries.
• Manage incoming and outgoing mail efficiently.
• Provide backup support for other administrative team members as needed.
• Occasionally assist at the reception desk during short-term coverage.

Skills

Legal experience

Communication

Organization

Discretion

Learning mindset

Tools

Microsoft Office (Word, Outlook, Excel)

NetDocs

PDF software

Job description

Jobot is hosting an opportunity with a Boston-area trusts and estates team, offering a highly respected, boutique environment for a legal assistant with estate planning, probate, or trust administration experience. You will support multiple attorneys, draft documents, and manage sensitive client matters with discretion.

The role emphasizes mentorship, hands-on experience, and a collaborative culture, with a competitive compensation package and strong benefits in a top Boston market setting.