Legal Assistant - Finance

Company: DGVE law, LLC
Location: Hingham
Posted on: May 6, 2024

Job Description:

Who You Are:

You may have a degree in finance or accounting. You love to organize and make sense of information and think a spreadsheet is usually a good answer. You may have taken some pre-law classes or have a paralegal certificate. You're a people person who loves to help others. You work well surrounded by supportive team members. You want to continue to learn and grow in the office, then rest easily at home knowing your professional contributions had a significantly positive impact on clients' lives and on our business' bottom line.



Compensation: $55,120 Base Compensation PLUS: possible merit-based bonuses & pay increases with demonstrated contribution to the firm's success; 100% employer-paid health insurance, plus vision, dental, & life insurance; 401k retirement savings plan, with employer contributions deposited to your retirement savings account each pay period; respectful & generous paid work flexibility, Personal Time Off (PTO), & holiday policies; regular 4-day workweek Mondays - Thursdays 9am-6pm with every Friday off for regular 3-day weekends & no nights, weekends, or travel required (your personal time is your own); free parking or about a 20-minute walk from the West Hingham commuter rail station on the Greenbush line; business casual dress; bright natural light in our spacious, comfortable office within a short walk of many shops, restaurants, outdoor green space, & beautiful Hingham Harbor

Responsibilities:
What You'll Be Doing:
Your important work will help make sure that the legal documents we create for our estate planning clients actually work when tested in the real world by aligning financial assets with legal documents for practical use and ensuring the firm's profitability with timely, accurate billing and collections (so we can all get paid for the great work we do!).

Your primary responsibilities will include:
--- Gathering and organizing information from clients and their financial advisors and accountants in Microsoft Excel spreadsheets and on paper
--- Regularly communicating over the phone, via email, in online meetings, and in person with clients and their other professional advisors to communicate advice and answer their routine questions
--- Searching the Corporate Database and checking for Annual Reports
--- Reviewing (often lengthy and complex) Partnership Agreements like you're looking for Waldo wearing buzzwords on his shirt stripes to flag to the Attorney's attention
--- Searching both sides of the Registries of Deeds and carefully drafting Deeds and related real estate legal documents to transfer title to real property as part of clients' estate plans
--- Preparing client engagement agreements, sending invoices to and assisting clients with their billing questions, following up on Accounts Receivable, tracking and carefully recording payments correctly


You will never be bored! Although there is a lot of precision review and analysis that goes into the data entry and document creation that requires sustained focus, it's also a very people-oriented position and a service business. Our workdays are punctuated with client messages, calls, office visits, scheduled meetings, and scheduling changes, so it's never exactly the same day twice.

Qualifications:
The Skills, Experience, & Qualifications You Need to Thrive in this Role:
--- Facility working in spreadsheets (Microsoft Excel or Google Sheets)
--- Experience or aptitude to quickly learn to use: Macs and Apple devices, Microsoft Office Suite, Adobe Pro, Google Calendar and Gmail, & Slack
--- Excellent written and spoken communication skills, including spelling, grammar, and the ability to clearly communicate complex ideas simply and professionally to a wide variety of people of varying educational levels and personal and professional experiences to help them understand how we can help them, what they can expect of us, what they need to do next, and the status of their matters
--- Strong organizational skills to keep track of important details, upcoming appointments and deadlines, and required follow-up tasks
--- Prior legal experience of some kind, such as working in a law firm, for a foundational background regarding professional ethical obligations around client confidentiality, and basic familiarity with foundational terminology and core concepts about wills, trusts, and estates strongly preferred

About Company:
DGVE law is a small but growing, entrepreneurial wills, trusts, & estates law firm founded in 2008.



Ours is a team of professionals dedicated to using each of our own unique skills and talents to help our clients to the best of our abilities. We have high standards and are proud of our commitment to providing top-notch service with heart. We bring our full selves into our office, approaching our work with purposeful dedication.



We value each of our team members and invest in our success by offering opportunities for personal and professional growth. The subject of our work is heavy, but we lighten the mood regularly with funny memes, quotes from movies and shows, songs, and inside jokes.



We work on-site in our comfortable offices due to legal requirements and because of the value our clients place on face-to-face interactions. Then we go home to enjoy our personal lives while they enjoy theirs, prioritizing work-life balance.

Keywords: DGVE law, LLC, Newton , Legal Assistant - Finance, Legal , Hingham, Massachusetts