Trusts and Estates Legal Administrative Assistant

Rubin Rudman is seeking an experienced, detail-oriented, and proactive Trusts and Estates Legal Administrative Assistant (LAA) to support multiple attorneys in our Trusts and Estates Department. This position plays a key role in providing administrative, client service, and document management support in a collaborative and fast-paced legal environment.

Responsibilities

• Draft, revise, proofread, and format correspondence, memoranda, estate planning documents, and other legal materials with a high degree of accuracy. 
• Maintain and organize electronic and physical client files. 
• Manage incoming and outgoing mail, scanning, copying, and document distribution. 
• Coordinate attorney calendars, schedule meetings, and proactively prepare materials for client meetings. 
• Enter attorney time, assist with billing processes, and review invoices for accuracy. 
• Communicate professionally with clients, financial advisors, accountants, attorneys, and other professionals. 
• Prepare final estate planning correspondence and binders, which may include copies of executed estate planning documents and trust funding recommendations involving investment accounts, real estate, life insurance policies, and retirement assets. 
• Assist attorneys with special projects and other administrative responsibilities as assigned.

Knowledge, Skills, and Abilities

• Familiarity with estate planning, trust administration and probate matters acquired through completion of a Bachelor’s degree or equivalent combination of education and relevant experience. 
• A minimum of five years of experience as an LAA supporting Partners. 
• Ability to demonstrate impeccable integrity in personal and fiduciary matters.
• Interpersonal skills necessary to communicate with a diverse group of attorneys, staff and clients and provide information and “customer service” with courtesy and tact.
• Proficiency using Microsoft Word, Excel, Outlook and knowledge of Visio and Power point preferred.
• Experience using a Document Management System and Billing Software. 
• Exceptional organization skills, attention to detail and strong verbal and written communication abilities.

Compensation

The firm’s expected salary range for this position is $75,000 - $105,000 annually. Actual salary will be determined based on education, experience, internal equity, and other job-related factors, consistent with applicable law.

The firm offers benefits including comprehensive health, vision, and dental insurance, life and disability insurance, 401(k) retirement savings, and paid time off and holidays.

Location

This full-time hybrid role (four days in office) is based in our Boston office at 53 State Street.

Why Rubin Rudman

With nearly 100 attorneys and more than 70 business professionals, we’re growing with intention—attracting smart, driven people who value teamwork and the freedom to serve clients their way. You’ll find opportunities for innovation and growth—no matter your title—backed by competitive compensation, comprehensive benefits, and a culture where people truly have your back.

This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management’s discretion, the employee may be assigned different or additional duties from time to time. This position is a non-exempt role and work occasionally requires more than 35 hours per week to perform the essential duties of the position.

Qualified applicants must be able to complete essential duties and responsibilities with or without reasonable accommodation(s).

Rubin and Rudman LLP is an equal opportunity employer. All applicants will be considered for employment without attention to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.