Private Wealth Legal Assistant
About the Role
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Beacon Hill Legal is seeking a Private Wealth Legal Assistant to serve as a strategic operational partner to attorneys in a trusts and estates practice. This role owns workflow coordination, client service execution, matter management, billing support, and day-to-day administrative operations to help attorneys work efficiently and deliver a high level of service.
Key Responsibilities
- Own workflow for assigned attorneys, including task delegation, deadline tracking, follow-up, and quality control across trusts and estates matters.
- Support matter intake, conflict checks, file opening, billing coordination, budget tracking, and other practice operations.
- Prepare, revise, and proofread legal documents and correspondence while maintaining organized, secure matter files.
- Serve as a key liaison among attorneys, clients, and internal teams, while managing communications, calendars, and other high-level administrative needs.
Required Qualifications
- Required: prior trusts and estates experience, including estate planning, probate, trust administration, or closely related legal work.
- Experience supporting attorneys in a fast-paced legal environment with strong skills in document preparation, matter intake, and file management.
- Excellent organization, judgment, and communication skills, with the ability to manage multiple priorities independently and confidentially.
- Proficiency with Microsoft Office and comfort learning legal technology, workflow systems, and document management tools.
Preferred Qualifications
- Experience supporting senior attorneys, partners, or high-performing legal practitioners.
- Background in client billing, matter budgeting, and administrative support tied to complex legal practices.
- Experience using workflow tools, dashboards, automation features, or AI-enabled technology in a professional services environment.
- Demonstrated ability to improve processes, streamline handoffs, and reduce administrative burden for attorneys.
L01461740-CCE_1780610506
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.