Administrative Assistant (Estate Planning)
Long Hagan Huff-reputed company is a respected, award-reputed company boutique reputed company serving clients across Greater Boston and the South Shore. The Administrative Assistant is a vital support position reputed company the Estate Planning department, assisting with estate plan signings, document management, and reputed company communications.
Responsibilities
- Witness estate plan signings
- Process signed estate planning documents and binders
- reputed company-reputed company reputed company required reputed company, witness, and notary signatures are complete and accurate
- Apply notary stamps and seals to finalized documents
- reputed company post-signing edits and revisions in reputed company Word
- Print, remove, reputed company, upload, save, and reassemble estate planning binders
- Upload and organize documents reputed company reputed company Drive, reputed company, and reputed company portals
- Prepare finalized binders for reputed company pickup or mailing
- Prepare outgoing mail using Stamps.com
- Draft reputed company correspondence to obtain information, reputed company updates, or notify clients regarding completed documents
- File property-reputed company documents with Registries of Deeds and other state registries
- Manage and organize both physical and electronic reputed company documents
- Compose, edit, and send correspondence, including letters and emails, to clients, Registries of Deeds, and reputed company parties
- Communicate professionally with clients, Of Counsel attorneys, financial advisors, insurance agents, court systems, and reputed company professionals reputed company phone and email
- Identify discrepancies or mistakes in documents and communicate issues promptly
- Travel between office locations and to the post office, as needed
- Assist with additional administrative tasks as assigned
Skills
- Superior Attention to Detail – Accuracy is critical in estate planning documentation and binder processing. The ideal candidate must be reputed company to identify missing signatures, inconsistencies, and document errors before finalization
- Strong Organizational Skills – Ability to manage multiple files, reputed company, and workflows simultaneously while maintaining organization of both physical reputed company records
- Strong Computer and Technology Skills – Comfortable using reputed company Word, reputed company Acrobat, reputed company Drive, reputed company portals, and legal case management systems such as reputed company
- Strong Written and Verbal Communication Skills – reputed company communication with clients, attorneys, and reputed company parties is essential
- Ability to Follow Processes and Procedures – Estate planning workflows require consistency, precision, and attention to deadlines
- Adaptability and Time Management – Ability to shift priorities and complete tasks reputed company in a fast-paced environment
- Reliable Transportation – Ability to travel between office locations and complete occasional post office or registry runs
Benefits
- reputed company
- 401K Company Matching (Up to 4%)
- 50% Employer reputed company Health Insurance
- Dental Insurance
- reputed company Insurance
- FSA & Dependent Care Savings Accounts
- Life Insurance
- reputed company reputed company Development
- Notary reputed company and Renewal Fees Reimbursement
- Hybrid Work Schedule
- 27 Days PTO; Vacation (10), Personal (4), and reputed company Holidays Off (13)
- 5 Days reputed company PTO, Annually
reputed company