Financial Legal Assistant

Company: DGVE law, LLC
Location: Hingham
Posted on: April 15, 2024

Job Description:

Is your first thought for how to organize information & start to make sense of it to create a spreadsheet? When you see a pile of papers do you just want to sort, organize, and make them useful? Do you want to do meaningful work that genuinely helps people with what matters most in life, and after death? If you answered yes to all 3 of those questions, we want to talk with you!

Our Financial Legal Assistant helps make sure that the Wills, Trusts, and other estate planning legal documents we create for our clients work when needed. This is primarily a trust funding specialist role with responsibility for the firm's billing and collections.




BENEFITS:



--- Our office maintains a regular 4 day work week Mondays - Thursdays 9am-6pm with every Friday off. No nights, weekends, or travel required.
--- We provide full time employees 100% paid good health insurance, plus vision, dental, & life insurance; employees may elect to provide coverage for their families.
--- We contribute to employees' DGVE law 401k retirement savings plan each pay period.
--- competitive compensation, plus possible merit-based bonuses
--- DGVE law provides all employees with paid personal time off including paid holidays, plus optional work from home holidays.
--- There is free parking around our bright, spacious, comfortable office space.
--- At work, you will enjoy excellent team camaraderie within a friendly, respectful, & appreciative firm culture doing meaningful work that genuinely helps people with what matters most in life. At home, you will enjoy your personal time and relationships free from the interference of work. We value work-life integration and prioritize whole human health and happiness.

Responsibilities:
Primary responsibilities include:
--- Collaborating with Financial Advisors
--- Using Microsoft Excel to create and edit spreadsheets
--- Organizing financial statements, &
--- Communicating directly with clients in our office, online, and over the phone.

Additional responsibilities include:
--- searching the corporate database and registries of deeds
--- preparing & recording deeds & related documents
--- firm billing and collections

Qualifications:

--- Meet deadlines while handling multiple projects at a time
--- Superb written and verbal communication skills and organizational skills are necessary for this position
--- Microsoft Word and Microsoft Excel
--- Experienced Mac user
--- Easily comfortable adopter of technology
--- Prior experience working in a very small, entrepreneurial business
--- Polished professional
--- Comfortable with direct client contact
--- Prior experience with Gmail and Slack preferred

About Company:
DGVE Law, LLC is a boutique, Massachusetts Wills, Trusts, Estate Planning, Probate, and Trust and Estate Administration law firm founded by top-rated Attorney Danielle G. Van Ess in Hingham in 2008.



We help our clients leave a legacy, rather than a paper mess or infighting, by planning, and we guide surviving loved ones, with compassion and empathy, through the difficult process of wrapping up final affairs after death.

Keywords: DGVE law, LLC, Malden , Financial Legal Assistant, Legal , Hingham, Massachusetts