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Legal Administrative Assistant – Estate, Financial & Tax Planning

Bowditch & Dewey
Worcester · Tax
Join Bowditch as a legal administrative assistant in our Estate, Financial & Tax Planning practice area. In this role, you will provide crucial administrative support to our attorneys and staff, ensuring smooth and efficient operations within our firm. This individual will handle a variety of tasks, ranging from administrative to client facing duties. The position requires a strong focus on providing sophisticated administrative support for the Estate, Financial & Tax Planning group. You'll be part of a dynamic team dedicated to delivering top-notch legal services in a collaborative and supportive environment. You will have the opportunity to work a hybrid schedule of 4 days per week in office and 1 day per week remotely (Monday - Friday 8:30am – 5pm) . This position will work out of the Worcester office . Responsibilities Manage and coordinate attorney schedules, including appointments, meetings, and travel arrangements Prepare, proofread, and format legal documents, correspondence, and reports with accuracy and attention to detail Assist with the preparation of trust and estate plan signings Assist in maintaining electronic and physical filing systems, ensuring documents are organized and easily accessible Assist with billing and invoicing processes, including time entry and client billing inquiries Provide general administrative support, such as answering phones, greeting clients, and handling incoming and outgoing mail Provide reception desk coverage for short periods of time on an as needed basis Perform other duties specific to the role as assigned Qualifications Bachelor's degree preferred but not required 3 - 5 years of experience in professional services setting or law firm preferred Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively Excellent written and verbal communication skills, with a keen eye for detail Strong client service skills Advanced computer skills, including experience with Microsoft Office (Word, Outlook, Excel, PowerPoint), Kofax Power PDF or similar/equivalent PDF program, BigHand Create and Hyperstyles or similar/equivalent Styles and Templates software, and NetDocs; willingness and ability to learn different technologies Ability to maintain confidentiality and handle sensitive information with discretion Enthusiasm for learning and willingness to adapt to changing priorities and workflows Benefits Competitive salary commensurate with experience Comprehensive benefits package, including health insurance, retirement plans, paid time off Opportunities for professional development and advancement within the firm A supportive and collaborative work environment with a team of dedicated professionals Join Bowditch as a Legal Administrative Assistant If you are a motivated individual with a passion for excellence and a desire to contribute to a reputable law firm, we encourage you to apply for our Legal Administrative Assistant position. Take the next step in your career and become part of our success story today! Dedicated to Diversity: Bowditch focuses on inclusive hiring of those candidates having excellent skills with a broad range of experiences, knowledge, and perspectives. Diversity within the Firm promotes an open and mutually respectful workplace and the delivery of superior service to its clients. Equal Opportunity Employer.
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