CAREERS AT ECKERT BYRNE
OPEN POSITIONS
Eckert Byrne LLC, based in Cambridge, is a distinguished boutique law firm that provides tailored estate planning and estate & trust administration services. We assist our clients in planning for more than asset protection and reducing estate taxes, we strive to maintain ongoing relationships with our clients well beyond the planning stage. Our firm’s unique and comprehensive approach to estate planning ensures that our clients receive a plan that truly provides peace of mind and is tailored to their goals. We take great pride in the services that we provide and in the relationships we create. Our growing firm is seeking an Attorney to work within our existing estate planning practice.
About Us:
We are a very close-knit team, and everyone pitches in when needed on any level. We are a work family and we’re looking for someone who wants to be part of the team. We care deeply about our clients, especially when we help people get through difficult emotions, when planning or dealing with the death of a loved one. We are caring, compassionate, and go the extra mile to help our clients and each other. We have a small office environment in a beautiful, old, converted factory in Kendall Square.
About You:
You are experienced in drafting, creating & reviewing estate plans (wills, trusts, health care proxies, powers of attorney, etc.). You are comfortable preparing the necessary documents to fund trusts and align client’s assets with their estate plan. You have experience with more advanced tax planning (SLAT’s, ILIT’s IDGTs, GRATs, etc.) and advising on lifetime gifting and charitable giving strategies. You are comfortable meeting with clients to build lasting relationships. You are eager to join a team environment where client service is of the utmost importance, and you look forward to not only creating estate plans but helping clients with their ongoing plan maintenance You are meticulous and love to draft and review documents to make sure the client’s goals are achieved. This is a role that will support Attorney Anna E. Byrne and you will work as a team.
You MUST be licensed to practice law in the Commonwealth of Massachusetts.
Primary Job Duties Include (at minimum):
- Conduct client meetings to design and deliver estate plans
- Maintain detailed notes of all meetings, phone calls & follow ups
- Draft & Review estate planning documents for clients (RLT, Will, HIPAA, HCP, POA, Living Will, ILIT, Irrevocable Trusts, etc.)
- Prepare trust funding recommendations & documents as needed
- Manage client maintenance plans (AMP) and meetings
- Manage client phone calls and/or e-mails
- Work with estate planning team to maintain and meet client deadlines
- Manage other projects as assigned
Requirements:
- MA licensed attorney and in good standing with the Massachusetts Bar
- Minimum of 3-years legal experience in estate planning with proficiency in drafting documents
- Knowledge of income, fiduciary, gift, and estate tax laws
- Licensed Notary Public in Massachusetts
- Are well-organized & detail orientated
- Possess excellent follow through skills to meet deadlines
- Interested to work in an environment that does not require billable hours
- Are willing to be coached on our unique client process
- Have an appreciation of the value and peace of mind you deliver to your clients
Must be willing to complete a short work-preferences questionnaire (Results are shared with you).
This is a part-time position available immediately. We are open to someone who wants to work a reduced-hour or flexible schedule while still meeting the requirements of the position. ~24 hours/hybrid schedule (in office for scheduled client meetings/remote otherwise). Compensation is based on experience.
Please note that only those candidates who follow our application process will be considered.
TO APPLY:
Follow the instructions here: https://forms.gle/mQvr9DNyHBGgZmZ3A
Please no phone calls or staffing agencies. Thank you!
Eckert Byrne LLC, based in Cambridge, is a distinguished law firm that provides tailored estate planning and estate administration services. We assist our clients in planning for more than asset protection and avoiding estate taxes. We strive to maintain ongoing relationships with our clients well beyond the planning stage. Our firm’s unique and comprehensive approach to estate planning ensures that our clients receive a plan that truly provides peace of mind. We take great pride in the services that we provide. Our growing firm is seeking an Administrative Assistant to work with our estate administration team.
Please note that only those candidates who follow our application process will be considered.
We value our staff and offer the following*:
- Health insurance stipend
- Dental insurance stipend
- 401k after 1 year (3% employer contribution)
- Short term and long-term disability
- Vacation
- Holidays including the week between Christmas and New Year’s PTO
- Growth potential
- Convenient location – walking distance to the T (Red and Green line)
- Team meetings
- Team activities
*Waiting period applies. Subject to change without notice.
About Us
We are a very close-knit team, and everyone pitches in when needed on any level. We are a work family and we’re looking for someone who wants to join us and be a part of our family.We care deeply about the clients as we’re there to help people get through difficult things whether it’s estate planning or the death of a loved one. We are caring, compassionate, and go the extra mile to help our clients and each other. We have a small office environment in a beautiful office in an old, converted factory.
Our ideal candidate has 2-4 years’ experience working in a professional service environment – law office, financial planning, insurance services, or financial institution, and enjoys working in a fast-paced office and communicating with our clients.
Duties include but are not limited to:
- Data entry of client information into our systems
- Printing and preparing documents for signature
- Prepares and sends certified mailings for probate matters
- Prepares and tracks all FEDEX shipments for the Estate Administration department
- Maintaining office records and client files
- Assisting with client billing and generating invoices
- Processing, sorting, and compiling ingoing & outgoing mail
- Receiving mail, scanning, saving to server and alert team as to items received
- Setting up meetings via Zoom including sending links to all parties
- Communicating with clients requesting replenishment of retainers
- Providing information sheets to potential clients and collect forms and other relevant documents prior to intake meeting
- Ensure attorney has all documents necessary to complete initial client meetings
- Pre-screens all estate administration telephone calls and intake emails from website
- Assist with preparation of Notices to Interested parties for probate petitions
- Assists with Estate Tax Returns, entering client data into our software
- Assists Attorney with Trustee services support
Qualifications:
- 2-4 years’ administrative experience
- Associate’s or bachelor’s degree
- Strong written and verbal communication skills
- Excellent listening skills
- Extreme attention to detail
- Ability to multitask and work on short-term and long-term projects simultaneously
- Mac user is a MUST
- Proficient in Microsoft Office (Word, Excel, Outlook), Adobe Acrobat
- Willing to become a notary
To apply for this unique position, please click here https://indeedhi.re/3MUmBKd
No emails, phone calls or in-person applications will be accepted.
Thank you for your interest in our firm. We will be contacting those candidates we feel may be a fit for our firm.