Our growing Estate Planning firm in Wellesley, MA, is seeking a qualified Legal and Client Service Assistant. Desired applicants are someone who enjoys doing a little bit of everything and can handle projects with competing priorities.
The Legal Assistant would gain insight into what happens in a small law office. Tasks vary from scheduling client meetings, to helping to run educational seminar events, to completing client profiles, to preparing marketing mailings. Ideal candidates would have a background in Paralegal/Legal Studies and Marketing / Sales. Although these knowledge areas are not required, they are preferred. However, we are willing to train the right candidate.
Legal Assistant responsibilities are diverse; you will receive hands-on experience in estate planning and elder law. Responsibilities include file set up, coordination of funding assets to appropriate planning vehicles, and assistance with educational seminars for clients and the community, you will develop new knowledge on a daily basis.
Assisting attorneys with correspondence, drafting, and client meetings
Deed preparation and Trust funding
Maintaining client and digital files
Systems development and management
Coordinating client services
Maintaining calendar and contact information
Direct Marketing via mailings, email, website, and local newspaper ads.
General office management
Please email cover letter, resume and current compensation to MAProFirm@gmail.com
Full Time and Flex time positions available for qualified well candidates
Must-have skills include: MS Suite proficiency, basic computer skills, ability to work in a team, effective communication, interpersonal skills - as the job requires client interaction, in-person and over the phone, and also, a strong ability and willingness to learn.
Experience a definite plus but willing to provide additional training and opportunity for bright articulate, people that want to learn how to help people and protect their families.
Additional Salary Information: to be determined based on ability and experience and results
Internal Number: 27
About The Estate Planning & Asset Protection Law Center of Dennis Sullivan & Associates
At The Estate Planning and Asset Protection Law Center we help people and their families discover how to protect their home, spouse,family and life-savings. We provide clients with a unique educational and counseling approach so they understand where opportunities exist to eliminate problems now as they implement plans for a protected future. We even provide a Lifetime Protection Program to ensure plans continue to meet client & family objectives in the future, even with all of the changes in taxes, healthcare, personal health and family situations.
Our team members strive to earn the right to serve as trusted advisers who can help customize estate, asset protection and charitable plans for the clients and families we serve. This is only made possible by our independence and dedication to serve clients and their families today and in the years ahead. The Estate Planning and Asset Protection Law Center is a team of professionals committed to helping people and their families achieve peace of mind by planning for and protecting everything that is important to them.