Paralegal in Cambridge, MA| LawFirmStaff

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Title : Paralegal

Location : Massachusetts - Cambridge
Refer to Job # SKPM709658


Paralegal The candidate will be 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. The candidate should have 5-7 years. Prior work experience at a legal/financial institution and/or bank. Strong written and verbal communication skills required. Excellent listening skills and ability to explain complex concepts to clients. Extreme attention to detail is a must.
 
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