Trust & Estates Legal Secretary

About This Role

Provide comprehensive legal secretarial and administrative support to attorneys in the Trust & Estates practice group at an AmLaw100 firm in Boston, MA. This role involves document management, client communication, and administrative tasks to ensure efficient legal operations.

Responsibilities

• Create, edit, format, and proofread legal documents.
• Prepare legal documents for e-Filing and filing via PACER.
• Communicate to and on behalf of attorneys using firm technology.
• Prepare new client matter request packets and coordinate approval; coordinate conflict search processes; and prepare retainer letters.
• Review proformas and edit bills according to client billing arrangements.
• Enter, track, and coordinate new client/matter information.
• Edit and coordinate client pitches with the Marketing Department.
• Maintain InterAction and/or Extranet data.
• Maintain and monitor attorney calendars.
• Coordinate and/or book travel arrangements.
• Prepare, track, and maintain attorney expenses in Chrome River.
• Organize and coordinate conference calls and client meetings.

Requirements

• 5+ years of legal secretarial or assistant experience, specifically in Trusts and Estates.
• Proficient in Microsoft Suite (Word, Excel, Outlook, Teams), Chrome River, InterAction, and Carpe Diem.
• Ability to draft correspondence.
• Ability to read, create, proofread and transcribe documents.

Qualifications

• Associates degree preferred
• 5+ years of legal secretarial or assistant experience, specifically in Trusts and Estates.

Nice to Have

• Associates degree
• Notary Public licensure.
• Experience in a legal environment or professional services.

Skills

* Required skills