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Legal Secretary Business Administration

Estate & Trust Intake Coordinator

Job in Medfield, Norfolk County, Massachusetts, 02052, USA
Listing for: Build My Great Team
Full Time position
Listed on 2026-01-01
Job specializations:
  • Administrative/Clerical
    Legal Secretary, Business Administration
Salary/Wage Range or Industry Benchmark: 42500 - 52500 USD Yearly USD 42500.00 52500.00 YEAR
Job Description & How to Apply Below
A boutique trust and estate planning firm is seeking an Intake Coordinator to manage client interactions and support legal processes. This role involves conducting intake calls, organizing workflows, and maintaining client records in Clio. The ideal candidate is detail-oriented, communicative, and committed to exceptional service. Offering competitive compensation between $42,500 and $52,500 with benefits and a hybrid work model.
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