Trusts & Estates Office Assistant | Organized & Client‑Focused

Margolis Bloom & D'Agostino; Wellesley (MA); On-site; USD 42,000 - 56,000; Full time

Job summary

Margolis Bloom & D'Agostino seeks a proactive and detail-oriented administrative support professional in the United States. The role focuses on handling mail, scanning, greeting visitors, inventory and supplies management, and scheduling for client appointments and firm events.

Ideal candidates will have office experience, excellent organizational and communication abilities, and proficiency with data entry and Microsoft Office Suite.

Qualifications

• Previous experience in an office environment is preferred.
• Strong organizational skills with the ability to prioritize tasks effectively.
• Proficient in data entry and basic computer applications (e.g., Microsoft Office Suite).
• Excellent attention to detail.

Responsibilities

• Efficiently manage and process incoming and outgoing mail
• Handle copying and scanning tasks with precision
• Greet and seat visitors in a professional and warm welcome
• Ensure accurate inventory management and timely ordering of office supplies and marketing collateral
• Confirm client appointments and ensure smooth scheduling
• Organize and manage the scheduling of firm lunches and events
• Assist the Office Manager with various tasks and support needs
• Contribute to various projects and general tasks as needed

Skills

Organizational skills

Communication skills

Data entry

Attention to detail

Customer service

Tools

Microsoft Office Suite

Job description

Margolis Bloom & D'Agostino seeks a proactive and detail-oriented administrative support professional in the United States. The role focuses on handling mail, scanning, greeting visitors, inventory and supplies management, and scheduling for client appointments and firm events.

Ideal candidates will have office experience, excellent organizational and communication abilities, and proficiency with data entry and Microsoft Office Suite.