Private Client Coordinator - Boston
Mintz is a law firm seeking a Private Client Coordinator. The role involves performing various functions related to estate planning, estate administration, real estate, and corporate transactions.
Responsibilities
- Draft, edit and review estate planning documents including wills, trusts, living wills, health care proxies, and durable powers of attorney
- Complete probate forms and file them with the probate court
- Conduct legal and tax research
- Draft deeds and record real estate transactions with the registry of deeds
- Prepare gift and estate tax returns
- Prepare documents for execution and obtain client signatures, as well as participate in client signing meetings
- Correspond regularly with outside constituencies and probate court
- Assist in trust administration
- Maintain files and records
- Assume additional responsibilities as requested
- Log and update all daily tasks, and activities accurately in MyDay by each end of day
Skills
- Bachelor's degree required
- Possess excellent written and verbal communication skills
- Strong organizational and administrative skills
- Excellent attention to detail and ability to execute through to completion
- Creative problem solving skills, reasoning ability, and logical thought process
- Ability to work under pressure, prioritize competing demands, and meet various deadlines
- Demonstrated ability to professionally interact and collaborate with colleagues at all levels
- Ability to work independently and as part of a team
- Outstanding sense of customer service
- Enthusiastic, proactive, and positive attitude
- Ability to handle confidential matters with discretion
- Must be self-motivated to produce quality work
- High level of integrity and honesty
- 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
- Flexibility to work overtime when necessary
- Minimum two-year commitment required
Benefits
- Comprehensive benefits package
- Bonus eligible
Company Overview
Company H1B Sponsorship