Paralegal
Posted 06/13/2023
By Stephanie Callis
Our client South of Boston is adding a Paralegal to its growing team!
This is a boutique estate planning law firm that is seeking an experienced paralegal with 2+ years of experience in paralegal support, estate planning would be ideal.
Responsibilities:
Assist attorneys specializing in estate planning with all aspects of practice, including:
- Drafting correspondence, proposals, spreadsheets, and estate planning documents
- Preparation of estate tax and gift tax returns
- Coordinating with other advisors (ex. Attorneys, financial and insurance advisors, and accountants)
- Corresponding with clients
Required Skills or Traits:
- Positive energy/good attitude
- Highly organized
- Prior experience working with HNW families preferred
- Strong customer service skills
- Excellent communication skills
- Strong computer skills and proficient with Microsoft Office
- Self-starter
- Ability to work independently and as part of a team
- Good judgment
- Excellent proofreading skills
- Detail and deadline oriented