Job Description

Location: Boston, MA | Hybrid - 1 remote day/week

Salary Range: DOE

Schedule: Full-time | Monday-Friday, 8:30-4:30 or 9-5

Job Overview

Our client, a leading Boston law firm , is seeking an experienced Legal Assistant to support attorneys in the Wealth Management practice . This is an exciting opportunity for a highly organized professional to join a collaborative and collegial environment with a strong culture of longevity and growth.

As a Legal Assistant , you will provide a wide range of administrative and legal support for attorneys, ensuring smooth day-to-day operations and exceptional client service. This role requires excellent communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced legal setting.

Required Qualifications

• High school diploma
• 5+ years of legal assistant experience in wealth management law or a related practice area
• Proficiency with Microsoft Office Suite (Word, Outlook, Excel, PowerPoint), 3E billing software, and case/document management systems
• Strong written and verbal communication skills with a solid grasp of grammar, spelling, and legal terminology
• Demonstrated ability to multitask, prioritize effectively, and adapt to shifting workloads
• Team-oriented with a proactive approach and willingness to take on additional responsibilities

Key Responsibilities

• Provide comprehensive administrative support to assigned attorneys, including drafting correspondence, scheduling appointments, and managing calendars
• Prepare, edit, and maintain legal documents, such as wills, estates, and trusts
• Organize and maintain both electronic and paper files in line with team protocols
• Manage incoming and outgoing communications, ensuring professional and courteous interactions with clients, colleagues, and external contacts
• Coordinate client meetings , conferences, and business-related travel arrangements
• Enter attorney time and manage billing through the 3E system; review and distribute monthly client billing statements
• Maintain familiarity with legal terminology , procedures, and document protocols (contracts, agreements, complaints, motions, etc.)
• Uphold confidentiality and use sound judgment when handling sensitive information
• Perform additional duties and provide proactive team support as needed

Why Join Our Client?

Our client offers a collaborative and professional culture where team members are valued for their contributions. This position provides the opportunity to work with highly respected attorneys in the wealth management and estate planning practice , gain exposure to complex legal matters, and build a long-term career within a supportive environment.

Apply Today!

If you are an experienced Legal Assistant looking to grow your career in wealth management law , we want to hear from you! Take the next step and apply today to join a team that values professionalism, teamwork, and long-term success.

Founded in 1969, JOHN LEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHN LEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.

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