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Details
  • Location: Boston MA
  • Type: Perm
  • Job #23352

Company Overview:
A prestigious law firm founded in 1899 and headquartered in Boston, Massachusetts, specializes in strategic practice areas such as Private Equity, Finance & Restructuring, M&A, Venture Capital, and Capital Markets. The firm is seeking an Estate Coordinator to provide administrative support to their Estate Team.

Job Responsibilities:

  • Help assigned Estate Advisor to administer estates in accordance with their document terms and assist the Trustees with administrative decisions.
  • Assist Estate Advisors, Trustees, Lawyers, and Clients in handling routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, and insurance matters.
  • Respond to various internal and external client requests and inquiries.
  • Screen and direct telephone calls and client inquiries to appropriate parties.
  • Assist with drafting, editing, and revising letters, memorandums, charts, family trees, and spreadsheets.
  • Process incoming and outgoing mail and respond immediately to time-sensitive mail.
  • Coordinate and schedule internal and external client meetings.
  • Maintain electronic filing system to department standards.
  • Assist with vacation and overflow coverage for the Estate Advisor and Estate Team.
  • Assist with estate tax filings and routine probate court filings.
  • Maintain estate inventory master spreadsheet and update it regularly.

Qualifications:

  • Bachelor’s Degree required.
  • 3-5 years’ administrative support experience within Estate Administration.
  • Strong Excel skills and proficiency in MS Office Suite.
  • Experience in managing projects and tasks with multiple stakeholders.
  • Superior verbal and written communication skills.
  • Professional demeanor and presentation.
  • Applicants must be legally authorized to work in the United States without the need for sponsorship.

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