Gilmore, Rees & Carlson, P.C. - Wellesley, MA
posted 5 months ago
Gilmore Rees & Carlson PC, a well-established mid-sized Trust and Estate law firm located in the Newton/Wellesley area, is seeking an experienced and motivated Legal Assistant to join our busy and growing practice. The ideal candidate will be a problem-solver who is tech-savvy, learns quickly, and is committed to ensuring that all operations run smoothly. This position offers a hybrid work environment, allowing for flexibility while maintaining a strong presence in the office. As a Legal Assistant, you will play a crucial role in supporting our attorneys and clients. Your responsibilities will include setting up and maintaining both paper and electronic case files within our databases, which involves scanning and electronically filing documents. You will assist in the preparation of estate planning documents and correspondence, participate in client signing meetings, and correspond with clients via email, phone, and mail. Additionally, you will be responsible for calendaring and tracking attorney meetings and appointments, as well as assisting attorneys with monthly billing. This position requires a minimum of three years of experience working in a law firm, with a preference for candidates who have experience in a trust and estate firm. Excellent communication skills are essential, as you will be interacting with a variety of clients, attorneys, and peers. The ability to stay highly organized, manage time effectively, prioritize tasks, and multi-task is critical. You will also need to take ownership of your work and demonstrate proficiency in Microsoft Office applications, including Outlook, Word, PowerPoint, and Excel. Familiarity with iManage Document Management System and SurePoint Legal Management System is a plus.