Trust & Estates Legal Assistant jobs in United States
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Beacon Hill ยท 10 hours ago

Trust & Estates Legal Assistant

Beacon Hill is a staffing solutions company looking for a Legal Assistant to join their Trust & Estates group. The role involves providing administrative support to attorneys, including managing calendars, organizing files, and drafting legal documents such as wills and trusts.

Staffing Agency

Responsibilities

Calendar management for assigned attorneys and setting up meetings
Interaction with clients
Organizing and maintaining all electronic and paper files
Preparing correspondence, memos, letters, reports
Initial drafting and editing documents such as wills, estates, and trusts
Managing attorney/paralegal billable time
Expense reporting

Qualification

Legal assistant experienceWealth management practiceWord processing softwareSpreadsheet softwareTimeBilling softwareCalendar managementClient interactionDocument draftingFile organization

Required

Several proven years of legal assistant experience in a wealth management practice
Excellent computer skills
Proficiency with word processing, spreadsheet, and time and billing software

Benefits

Medical
Dental
Vision
Federal and state leave programs

Company

Beacon Hill

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Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Funding

Current Stage
Late Stage

Leadership Team

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Amber Leslie
Executive Assistant to CEO
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Amy Van Sicklin
Chief Culture Officer
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Company data provided by crunchbase