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