Legal Administrative Assistant – Estate, Financial & Tax Planning (Worcester) jobs in United States
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Bowditch & Dewey, LLP · 4 months ago

Legal Administrative Assistant – Estate, Financial & Tax Planning (Worcester)

Bowditch & Dewey, LLP is seeking a legal administrative assistant for their Estate, Financial & Tax Planning practice area. In this role, you will provide essential administrative support to attorneys and staff, ensuring efficient operations and assisting with various tasks from document preparation to client interactions.

Law Practice

Responsibilities

Manage and coordinate attorney schedules, including appointments, meetings, and travel arrangements
Prepare, proofread, and format legal documents, correspondence, and reports with accuracy and attention to detail
Assist with the preparation of trust and estate plan signings
Assist in maintaining electronic and physical filing systems, ensuring documents are organized and easily accessible
Assist with billing and invoicing processes, including time entry and client billing inquiries
Provide general administrative support, such as answering phones, greeting clients, and handling incoming and outgoing mail
Provide reception desk coverage for short periods of time on an as needed basis
Perform other duties specific to the role as assigned

Qualification

Advanced computer skillsClient service skillsOrganizational skillsWritten communicationVerbal communicationAttention to detailConfidentialityAdaptability

Required

3 – 5 years of experience in professional services setting or law firm preferred
Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively
Excellent written and verbal communication skills, with a keen eye for detail
Strong client service skills
Advanced computer skills, including experience with Microsoft Office (Word, Outlook, Excel, PowerPoint), Kofax Power PDF or similar/equivalent PDF program, BigHand Create and Hyperstyles or similar/equivalent Styles and Templates software, and NetDocs; willingness and ability to learn different technologies
Ability to maintain confidentiality and handle sensitive information with discretion
Enthusiasm for learning and willingness to adapt to changing priorities and workflows

Preferred

Bachelor's degree preferred but not required
3 – 5 years of experience in professional services setting or law firm preferred

Benefits

Comprehensive benefits package, including health insurance, retirement plans, paid time off
Opportunities for professional development and advancement within the firm
A supportive and collaborative work environment with a team of dedicated professionals

Company

Bowditch & Dewey, LLP

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Bowditch is a highly regarded law firm handling sophisticated transactions, challenging litigation and complex regulatory issues for businesses, families and institutions throughout Massachusetts, the region and beyond.

Funding

Current Stage
Growth Stage

Leadership Team

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Amy Morrissey
Partner
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Anthony Dragga
Partner
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