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
Want more information?

Complete the form below and Stephanie will follow up with you to discuss this position, or you can call her at 617-281-0203.

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