<p>Our client, a successful Trusts & Estates law firm, is seeking an experienced <strong>Estate Administrator </strong>to join their legal team. In this role, you will play a pivotal part in managing estate administration processes, collaborating with attorneys, clients, and probate courts to ensure smooth and compliant estate management. This position requires a strong attention to detail, excellent organizational skills, and the ability to provide compassionate service to clients during sensitive times.</p><p><br></p><p><strong>Location: </strong>Wellesley Hills, MA</p><p><strong>Schedule:</strong> Hybrid (3 days in, 2 days remote)</p><p><strong>Salary: </strong>$100,000 - $135,000 (depending on experience)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Interact with clients to obtain necessary information/documentation for complete probate process</li><li>Handle probate proceedings from appointment of personal representative to final distributions of estate including valuation of assets, drafting of all court forms, petitions and final distribution of assets.</li><li>Establish estate accounts, arrange for payments of expenses, collect life insurance proceeds, execute insurance transfers and obtain federal and state lien releases.</li><li>Work with estate planning attorneys preparing and calculating GRAT, QPRT and Charitable Trusts</li><li>Trust Administration; including establishing distributions on a calendar and non-calendar basis and preparing Trust accounts.</li><li>Prepare federal estate tax, gift and fiduciary tax returns, calendar and prepare estimated tax payments, respond to Internal Revenue Service and state assessments and inquiries.</li></ul>
We are looking for a detail-oriented and bilingual Spanish Administrative Assistant to join our team on a contract basis in Mattapan, Massachusetts. In this role, you will serve as the primary front desk coordinator, ensuring smooth communication and administrative operations within the office. This is an excellent opportunity for someone who excels in organization, multitasking, and providing exceptional service.<br><br>Responsibilities:<br>• Act as the main point of contact at the front desk by greeting visitors and addressing inquiries.<br>• Enter and manage work orders in Yardi software to ensure timely follow-up and resolution.<br>• Provide updates to tenants regarding the status of their requests and concerns.<br>• Deliver administrative support to the Property Manager, including document preparation and scheduling.<br>• Maintain accurate records and organize office files effectively.<br>• Facilitate clear communication between tenants and the property management team.<br>• Assist with general office tasks to ensure smooth day-to-day operations.<br>• Handle incoming calls and emails professionally, providing accurate information or redirecting as needed.<br>• Coordinate with vendors and service providers when required.
We are looking for a dedicated Commercial Insurance Account Manager to join our team in Yarmouth Port, Massachusetts. In this role, you will be responsible for managing client relationships, providing expert guidance on insurance coverage, and ensuring the seamless delivery of tailored risk solutions. This position is ideal for someone who is detail oriented, has strong communication skills, attention to detail, and a collaborative mindset, and is passionate about delivering top-tier client service.<br><br>Responsibilities:<br>• Guide clients through policy reviews, renewals, and new coverage options, helping them understand their risks and insurance solutions.<br>• Provide expert advice on policy terms, endorsements, and risk management strategies tailored to client needs.<br>• Process First Notices of Loss and assist clients in navigating claims procedures while advocating on their behalf.<br>• Foster strong relationships with carrier underwriters and ensure account placements align with their guidelines.<br>• Prepare and submit required documentation for policy issuance and binding.<br>• Analyze exposure data and develop pre-renewal strategies to ensure optimal coverage for clients.<br>• Market accounts to alternative carriers when necessary and present competitive quote options.<br>• Identify opportunities for cross-selling additional products and providing comprehensive insurance solutions.<br>• Issue certificates of insurance, binders, and endorsements while maintaining organized and compliant client records.<br>• Participate in agency-wide initiatives and support special projects as needed.
We are looking for a dedicated Personal Lines Account Manager to oversee a portfolio of personal insurance policies, including auto, homeowners, umbrella, marine, and flood coverage. This role requires a balance of customer service, risk assessment, and business development, ensuring clients receive tailored insurance solutions. You will act as a trusted advisor to clients while engaging with carriers to maintain strong relationships and deliver excellent service.<br><br>Responsibilities:<br>• Provide timely responses to client inquiries regarding coverage, billing, policy modifications, and claims.<br>• Educate clients about insurance terminology, policy options, and structures to enhance their understanding.<br>• Process claims by gathering necessary details and guiding clients through the claims procedure.<br>• Develop and maintain strong relationships with carrier underwriters to ensure optimal risk placement.<br>• Submit required documentation to carriers for policy binding and issuance.<br>• Identify opportunities for cross-selling and expanding client accounts, including commercial lines.<br>• Conduct consultations to evaluate client exposures and recommend appropriate coverage solutions.<br>• Generate quotes for new policies and amendments, presenting tailored recommendations to clients.<br>• Stay informed about carrier products and market trends to provide up-to-date solutions.<br>• Manage administrative tasks, including issuing Certificates of Insurance, preparing invoices, and maintaining accurate client files.
We are looking for a detail-oriented and organized File Clerk to join our team on a contract basis in Mashpee, Massachusetts. This role involves managing a high-volume filing project related to real estate documents in a fast-paced and structured environment. If you excel at maintaining order, thrive in a busy atmosphere, and are ready to contribute to a time-sensitive project, we encourage you to apply.<br><br>Responsibilities:<br>• Organize, sort, and file physical documents, ensuring accurate categorization and easy retrieval.<br>• Maintain and manage real estate files, vendor records, and client documentation.<br>• Arrange materials systematically by week, property, and client name.<br>• Update and maintain Excel spreadsheets to track filing progress and document details.<br>• Collaborate with the manager to receive instructions and prioritize daily tasks.<br>• Work independently to complete assigned tasks efficiently in a fast-paced environment.<br>• Assist in streamlining backend filing systems while maintaining organization.<br>• Handle physical tasks such as lifting and moving file boxes as part of the filing process.<br>• Ensure all documentation is properly scanned and electronically filed when required.<br>• Follow daily task lists to maintain workflow and meet project deadlines.
We are looking for a Senior Associate to join the Real Estate Group of a respected private equity firm based in Boston, Massachusetts. In this role, you will play a critical part in overseeing accounting and reporting processes for a diverse portfolio of direct real estate investments. This position offers the opportunity to collaborate with various internal teams and external partners, ensuring the financial success of a wide range of asset sectors.<br><br>Responsibilities:<br>• Manage accurate accounting and reporting for real estate investments on a monthly and quarterly basis, including reviewing promote and management fee calculations.<br>• Maintain regular communication with joint venture partners to discuss financial operations and transactions.<br>• Collaborate with the fund administrator to review and ensure the accuracy of quarterly and annual financial statements.<br>• Perform weekly fund cash availability analyses to assess loan drawdowns and repayments.<br>• Coordinate and review investor-level capital calls and distribution notices, ensuring accuracy and timeliness.<br>• Evaluate internal valuations and external appraisals of real estate assets, preparing detailed materials for the Valuation Committee.<br>• Work closely with cross-functional teams such as Investment, Portfolio Analytics, Tax, and Legal on financial matters related to investments and funds.<br>• Oversee the completion and accuracy of fund-level audits by liaising with auditors.<br>• Review annual property budgets and monitor budget-to-actual variances, providing insights and recommendations.<br>• Lead special projects aimed at improving internal processes and team efficiency.
We are looking for an experienced Paralegal to join our team on a contract basis in Fall River, Massachusetts. This role involves supporting civil litigation proceedings, particularly a high-stakes property dispute, and requires a strong background in trial preparation. The ideal candidate will excel in managing pre-trial tasks, building exhibits, and assisting both behind the scenes and in courtroom settings.<br><br>Responsibilities:<br>• Manage and organize billable hours efficiently to ensure accurate tracking and reporting.<br>• Maintain calendars and schedules to track deadlines and court dates.<br>• Prepare detailed trial binders and exhibits to support litigation proceedings.<br>• Collaborate with the treasury department to ensure compliance with relevant regulations.<br>• Draft and finalize pre-trial memoranda tailored to specific case requirements.<br>• Assist in trial preparation, including exhibit building and courtroom support.<br>• Conduct thorough discovery processes to gather and analyze case-related information.<br>• Work closely with attorneys to develop strategies and ensure seamless trial execution.<br>• Provide behind-the-scenes and in-court support during trial proceedings.
