Legal Assistant

Boston, MA 02111

Job Type: Legal Assistant Job Number: 7408 Salary Range: $60,000 - $85,000

Job Description

Responsibilities:
 
  • Provide quality client service to the Private Client section by communicating professionally to internal and external client inquiries, answering phones, and greeting clients.  
  • Serve as a point of contact for clients, providing information and updates as needed.
  • Maintain client confidentiality and handle sensitive information with discretion.
  • Manage incoming and outgoing mail, phone calls and email.
  • Organize and maintain physical and electronic files.
  • Prepare correspondence, memoranda, and other documents in an accurate and timely manner. 
  • Manage and maintain extensive and ever-changing calendar(s) by scheduling appointments, coordinating meetings, conferences, and travel arrangements.
  • Proactively send reminders and confirmations for appointments and deadlines.
  • Actively manage attorney/paralegal time entries to ensure they are accurate and entered timely into the Firm’s billing system.
  • Efficiently process monthly billing by working closely with assigned billing specialist to ensure bills go out regularly as scheduled.
  • Actively coordinate with the collection’s specialist and assist with monthly collections. 
  • Keep current with expense reporting and process check requests.
  • Initiate conflict process, draft engagement letters and submit intake documentation for processing.
  • Provide quality client service by communicating professionally to internal and external client inquiries, answering phones, and greeting clients.  
  • Coordinate all administrative details on attorney projects including workflow between clients, timekeepers and Document Support.
  • Proactively participate in training opportunities to advance skill levels and efficiency in firm software.  
Qualifications: 
 
  • Bachelor’s degree required.
  • 2+ years administrative experience, preferably in legal or professional services organization. 
  • Estate planning experience a plus.
  • Excellent computer skills, including proficiency in using Microsoft Word, Outlook, Excel and PowerPoint. Ability to quickly get up to speed and master new applications and software is critical.
 The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

 

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Amanda Goulart
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