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Paralegal

Eckert Byrne LLC is a Cambridge, Massachusetts estate planning law firm seeking a full-time Estate Planning and Probate and Estate Administration
Paralegal. We are a boutique Life & Legacy Estate Planning Firm with a focus on building lasting relationships with our clients and their families by becoming their trusted advisor. Your role is to serve as an estate planning and administration paralegal and become an integral member of our team.

About Us: We maintain a relaxed and easy-going work environment, but uphold a high level of professionalism at all times. We design high-level estate plans for new clients and help administer estates for our valued clients. We take our work seriously, and are known for providing top-shelf client service, accessibility, and peace of mind to our clients and their loved ones. We strive to remain outstanding at what we do.

About You: You love interacting with people and making a difference in their lives. You have outstanding computer skills (Mac) and are not afraid to learn new apps and software programs. We are a Mac-based office so you must be familiar with Apple computers or are very eager to learn. You are instantly likable and establish rapport effortlessly. You are comfortable doing everything from drafting estate plans, to processing funding forms, to meeting with clients and following up with people --- to doing the mind-numbing, but necessary, tasks that come with every job.

You understand that a law firm handles confidential information and can abide by the ethical requirements of the position. You can take a project from start to finish with minimal supervision. You can handle frequent interruptions without an audible sigh and you can smile politely as the lead attorney changes the placement of a comma for the fourth time. You are a team player, and happy to help where you can. You are self-motivated and familiarize yourself with impending project deadlines. You can get excited about what we do because of the difference we make for our clients.

Our ideal candidate is a well-rounded, educated individual eager to accomplish their first project.

Job duties include:
  • Responding to client inquiries via phone and e-mail;
  • Managing the entire client process including follow-up with new and existing clients;
  • Communicating, via phone and e-mail, with clients and their trusted advisors by using excellent grammar;
  • Handling case management from inception of file to close of matter (estate planning, estate administration and probate matters)
  • Assisting with document generation and review;
  • Assisting with general trust administration (settling probate estates, estate and gift tax returns, trust and probate accountings, trust funding, assisting with client inquiries and general paralegal/administrative assistance to attorneys)
  • Responsibly using spreadsheets (Excel) and flowcharts (Keynote), client customer relations systems (Daylite), and e-mail software;
  • Coordinating referrals to other attorneys and professionals;
  • Managing the process for documenting follow-ups and closing files;
  • Working within deadlines and completing tasks before being told to do so.

Preference will be given to a candidate with prior work experience at a legal/financial institution and/or bank. Position requires strong written and verbal communication skills; excellent listening skills and ability to explain complex concepts to clients; extreme attention to detail; ability to multitask and work on short term and long term projects simultaneously; work on multiple projects in a friendly, fast paced environment; a minimum of 5-7 years (full time) in an office setting required. Must be willing to complete a short work preference assessment/questionnaire. Compensation based on experience. We offer paid vacation time and paid holidays after a 90-day trial period.


TO APPLY:
Submit a resume and cover letter addressing the reasons why you’re a good candidate for the position, along with a salary history and three referrals.

Email a PDF of your resume and cover letter to
audrey@eckertbyrne.com. No phone calls.

Attorneys and law students will not be considered for this position.


Please no phone calls.