Trusts & Estates Legal Assistant

Daley and Associates

Boston, MA

JOB DETAILS
SALARY
$37–$43 Per Hour
SKILLS
Administrative Skills, Adobe Acrobat, Billing, Calendar Management, Communication Skills, Consulting, Customer Relations, Customer Support/Service, Detail Oriented, Documentation Format, Establish Priorities, Estate Planning, Expense Reports, Follow Through, Interpersonal Skills, Legal, Legal Documents, Legal Support Skills, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Proofreading, Time Management, Travel Planning, Writing Skills
LOCATION
Boston, MA
POSTED
30+ days ago
Trusts & Estates Legal Assistant
We are currently seeking candidates for a Trusts & Estates Legal Assistant role with a well-established law firm located in Boston, MA. The Trusts & Estates Legal Assistant will support attorneys within the firm's Estate Group and serve as a key point of contact for clients, attorneys, and internal staff. This individual will be responsible for managing administrative tasks, coordinating client communications, preparing legal documents, and ensuring day-to-day operations run smoothly. The ideal candidate will have 4+ years of legal administrative experience, preferably supporting Trust & Estate, Private Client, Family Office, or Estate Planning practices.

This is a contract-to-hire position paying between $37-$43/hour (depending on experience). This role supports a hybrid work model, consisting of 4 days on-site and 1 day remote/week. Candidates must be able to work onsite in Boston, Massachusetts, 4 days a week.

Responsibilities:
  • Provide administrative support to attorneys within the Trusts & Estates practice.
  • Draft, edit, proofread, and format legal documents, correspondence, and client materials.
  • Coordinate calendars, meetings, appointments, and travel arrangements for attorneys.
  • Serve as a primary point of contact for clients and assist with ongoing client communications.
  • Maintain organized electronic and physical files while ensuring accuracy and confidentiality.
  • Assist with billing preparation, expense reporting, and matter administration.
  • Track deadlines, manage task lists, and follow up on outstanding items.
  • Coordinate with internal departments and outside contacts to support client matters.
  • Provide backup support to other legal professionals as needed.
  • Maintain strict confidentiality regarding client and firm information.
Qualifications:
  • Bachelor's degree required.
  • 4+ years of legal assistant or legal administrative experience.
  • Experience supporting Trust & Estate, Private Client, Family Office, or Estate Planning attorneys preferred.
  • Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
  • Experience with Adobe Acrobat required.
  • Experience with NetDocuments (NetDocs) and 3E is a plus.
  • Notary Public certification preferred.
  • Strong organizational, prioritization, and time management skills.
  • Excellent communication (written and verbal) and interpersonal skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong attention to detail and follow-through.
  • Professional demeanor and ability to interact effectively with attorneys, clients, and staff at all levels.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com

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About the Company

D

Daley and Associates

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
http://daleyaa.com/