JOHNLEONARD · 1 day ago
Private Client Assistant #32331
JOHNLEONARD is a premier staffing choice in Boston and beyond, seeking a highly experienced Private Client Assistant to provide comprehensive administrative and client service support within the Private Client / Trusts & Estates practice. The role involves delivering exceptional client service, managing high-volume workloads, and supporting attorneys and legal professionals with various administrative tasks.
Human ResourcesInformation Technology
Responsibilities
Provide high-level administrative support to attorneys, associates, legal assistants, and designated team members within the Private Client section
Deliver exceptional client service, professionally handling internal and external inquiries, answering phones, and greeting clients
Serve as a primary point of contact for clients, providing timely information and updates
Maintain strict client confidentiality and handle sensitive information with discretion
Manage incoming and outgoing mail, phone calls, and email correspondence
Coordinate and maintain complex, ever-changing calendars, including meetings, conferences, appointments, and travel arrangements
Proactively send reminders, confirmations, and deadline notifications
Prepare and proofread correspondence, memoranda, and legal documents accurately and efficiently
Actively manage attorney and paralegal billable time, including time entry and monthly billing processes in collaboration with billing specialists
Process expense reports, check requests, and billing edits, including mailing non-e-bill client invoices
Initiate conflict checks, draft engagement letters, and submit client intake documentation
Coordinate administrative workflow across clients, timekeepers, document support, and night assistance teams
Support attorney projects by managing logistics, deadlines, and communication
Participate in ongoing training and professional development to enhance efficiency with firm software and systems
Accurately log daily tasks and activities in firm tracking systems by end of day
Collaborate effectively with assigned teams and section colleagues
Assume additional responsibilities as needed to support business priorities
Qualification
Required
College degree or equivalent relevant professional experience required
5+ years of legal administrative or legal assistant experience in a law firm or professional services environment required
Excellent written and verbal communication skills
Proven ability to manage high-volume workloads and meet multiple deadlines under pressure
Strong organizational, administrative, and time-management skills
Exceptional attention to detail and follow-through
Demonstrated client service orientation with a professional and polished demeanor
Ability to work independently and collaboratively across all levels of an organization
High level of integrity, discretion, and confidentiality
Proactive, self-motivated, and solution-oriented mindset
Advanced computer proficiency, including Microsoft Word, Outlook, Excel, and PowerPoint
Ability to quickly learn and adapt to new software and legal systems
Flexibility to work overtime when business needs require
Preferred
Private Client, Trusts & Estates, or Estate Planning experience strongly preferred
Benefits
Daily free breakfast and a lunch stipend
Comprehensive health, dental, and vision insurance
Retirement savings and wellness programs
Paid time off and holidays
Inclusive, values-driven workplace culture
Company
JOHNLEONARD
JOHNLEONARD is a staffing and recruiting company specializing in direct-hire employment and temporary staffing solutions.
Funding
Current Stage
Early StageRecent News
Business Journals
2022-06-18
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