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98 results for Customer Service in Framingham, MA

Medical Customer Service Rep <p>We are in search of a Medical Customer Service Rep to join our team in Windham, New Hampshire. As part of our team, you'll be handling customer queries, processing applications, and ensuring accurate record keeping. You'll be working in a fast-paced, dynamic environment and will be instrumental in maintaining the smooth operation of our customer service function.</p><p><br></p><p><strong>Responsibilities</strong></p><p>• Efficiently manage inbound customer calls, expecting around 40-50 per day.</p><p>• Accurately process customer applications related to medical services.</p><p>• Maintain up-to-date and accurate customer records.</p><p>• Rename and manage e-faxes as part of the daily operations.</p><p>• Assist in scheduling appointments, ensuring a seamless process for customers.</p><p>• Utilize your familiarity with medical terminology to assist in customer interactions.</p><p>• Ensure appropriate action is taken on customer accounts as needed.</p><p>• Conduct data entry tasks with a focus on accuracy and speed.</p><p>• Utilize EMR systems such as Abbadox, Allscripts, Cerner, Meditech, Epic, eClinicalWorks, Athenahealth for efficient service delivery.</p> Customer Service Representative <p>Robert Half's Industrial Technology Client out of Plymouth, MA is looking for a customer service/sales representative to join their team.</p><p><br></p><p>Description:</p><p>-Work with outside sales team to provide solutions for customers</p><p>-Process orders for customers</p><p>-Manage vendor relationships and preparing vendor invoicing</p><p>-Respond to customer inquiries, researching fulfillment order status</p><p>-This role is very heavy on customer service and customer inquiries about products</p><p><br></p><p>Must haves:</p><p>Software/Industry: salesforce or similar CRM system</p><p><br></p><p>Start Date: April 7th</p><p>Hours: 8AM-5PM M-F</p><p>Location: Plymouth, MA Fully Onsite</p><p>Pay: $22-$24 based on experience</p><p>Duration: Temp to perm for the right candidate</p> Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate in Boston, Massachusetts. This role operates within the Financial Services industry and requires the successful candidate to perform a variety of office and customer service tasks. As an Office Services Associate, you will be rotating between multiple offices, handling mail, assisting with reprographics, and potentially covering light reception duties. <br><br>Responsibilities: <br><br>• Ensuring the smooth operation of office functions<br>• Handling and sorting incoming mail, with a focus on confidentiality and accuracy<br>• Assisting with reprographic duties, including multifunction and binding tasks<br>• Providing light receptionist duties when required, including managing multi-line phone systems and transferring calls<br>• Assisting with the setup and cleanup of catering for office events<br>• Stocking office pantries and ensuring a clean and organized workspace<br>• Moving and arranging office furniture as required<br>• Providing excellent customer service by answering queries and resolving issues<br>• Assisting with warehouse management and deliveries<br>• Utilizing digital tools for efficient communication and record-keeping<br>• Demonstrating strong organizational skills in all tasks. Customer Experience Specialist We are seeking a dedicated Customer Experience Specialist to join our team in the industry located in Nashua, New Hampshire. As a Customer Experience Specialist, your role will involve managing customer requests, maintaining comprehensive customer records, and addressing customer inquiries. This role offers a contract to permanent employment opportunity. <br><br>Responsibilities: <br>• Respond to inbound calls and assist customers with their queries<br>• Process customer orders received from the B2B department<br>• Use CRM to keep accurate and updated customer records<br>• Efficiently handle back office administrative tasks<br>• Effectively manage billing functions and backorders<br>• Ensure all customer interactions are properly documented<br>• Collaborate with other team members to enhance customer experience<br>• Identify and report any customer issues or complaints to the supervisor<br>• Continually strive to improve customer service processes and procedures<br>• Keep customer information confidential in accordance with company policy. Universal Banker <p>We are in search of a Universal Banker to join our team in Auburn, Massachusetts. In this role, you will be integral to our Credit Union operations, assisting with various account transactions, consumer loan products, and member services. This position offers a contract to permanent employment opportunity, where you will be expected to employ your skills in cash handling and customer service to ensure smooth operations and high member satisfaction.</p><p><br></p><p>This role primarily involves assisting members with various financial transactions, opening and servicing deposit accounts, consumer loans, and a range of other financial products such as Mortgages, IRAs, and Business accounts. It includes providing consultations, promoting Credit Union and CUSO services, and achieving sales and service goals. </p><p><br></p><p>Responsibilities include processing loan applications, maintaining compliance with regulations, balancing cash drawers, and occasionally supervising branch activities. </p><p><br></p><p>Key Responsibilities:</p><ol><li>Facilitate member transactions (deposits, withdrawals, transfers, payments, etc.).</li><li>Open and service deposit accounts, consumer loans, and related financial products.</li><li>Conduct needs-based analysis to recommend suitable products and services.</li><li>Resolve member inquiries with a focus on cross-selling and exceeding service expectations.</li><li>Ensure accuracy during loan and account processing while maintaining compliance with regulations.</li><li>Balance cash and oversee daily branch operations when necessary.</li><li>Build product knowledge, including IRAs, mortgages, and business solutions, and act as a referral point when needed.</li><li>Travel to represent the Credit Union at different branch locations as required.</li></ol><p><br></p> Administrative Assistant We are in the market for a proficient Administrative Assistant to be a part of our team operating in the Financial Services industry. This role is located in Waltham, Massachusetts, United States, and offers a short term contract employment opportunity. As the Administrative Assistant, you will be the first point of contact for our clients, manage our meeting spaces, and handle mail and packages according to instructions.<br><br>Responsibilities:<br><br>• Serve as the primary contact for clients, including greeting and directing them as necessary<br>• Answer incoming calls and address inquiries or route to the appropriate party<br>• Manage the distribution of incoming and outgoing mail and packages<br>• Oversee the scheduling and organization of conference rooms<br>• Ensure the cleanliness and order of the conference rooms and kitchen area after meetings<br>• Coordinate meals for clients and employees, including set up and clean up<br>• Utilize Microsoft Office Suite and Zoom to facilitate meetings and manage schedules<br>• Handle sensitive information with discretion and professionalism<br>• Provide exceptional customer service and respond promptly to client needs<br>• Perform data entry tasks and maintain accurate client records. Receptionist We are offering a long-term contract employment opportunity for a Receptionist in Natick, Massachusetts, 01760, United States. This role primarily involves a blend of customer service duties, administrative tasks, and utilizing various software for data entry and correspondence.<br><br>Responsibilities:<br>• Handle guest reception duties, including greeting visitors and directing them appropriately<br>• Operate multi-line phone systems, answering incoming calls and directing them to the correct departments or individuals<br>• Conduct data entry tasks, ensuring the accuracy and timeliness of information entered into the system<br>• Handle email correspondence professionally and promptly<br>• Utilize Microsoft Word, Excel, and Outlook for various administrative tasks<br>• Organize files and documents to maintain a structured and efficient filing system<br>• Schedule appointments and meetings as required, coordinating with relevant parties for availability<br>• Utilize interpersonal skills to provide excellent customer service and maintain positive relationships with clients<br>• Restock necessary items and ensure the reception area is well-maintained and presentable<br>• Handle payment transactions accurately and securely. Intake Coordinator We are seeking a detail-oriented and client-centric Intake Coordinator to join our team based in Acton, Massachusetts. In this role, you will be the initial contact for new clients, evaluating their requirements, and arranging meetings with our legal professionals. Your responsibilities will also include maintaining precise records of client interactions and ensuring outstanding client service throughout their journey with us.<br><br>Responsibilities<br>• Manage incoming calls from potential clients, evaluating their requirements, and determining their potential as new clients.<br>• Arrange meetings with legal professionals for leads with experience in the necessary fields, ensuring all required pre-meeting tasks are completed.<br>• Regularly update and maintain client information in our CRM system, Hubspot.<br>• Conduct regular check-in calls with clients to assess their experience and address any concerns.<br>• Collaborate with the team to ensure seamless and efficient client service.<br>• Use various software applications including Excel and Microsoft Office to manage and update client information.<br>• Ensure all client interactions are managed professionally and promptly.<br>• Continuously enhance the client intake process to improve client service and efficiency.<br>• Use your robust administrative skills to support team functions and processes.<br>• Maintain a high level of confidentiality and professionalism at all times. Administrative Assistant We are seeking an Administrative Assistant to join our team located in Somerville, Massachusetts. The selected individual will be responsible for managing the front desk operations, providing essential customer support, and maintaining a detail-oriented atmosphere within the office. This role offers a long-term contract employment opportunity. <br><br>Responsibilities: <br>• Greet visitors in a detail-oriented manner and respond to their inquiries <br>• Efficiently manage inbound and outbound calls <br>• Accurately log calls and maintain detailed records <br>• Respond to emails promptly and in a detail-oriented way<br>• Assist in various office tasks as needed <br>• Utilize Microsoft Office Suite to complete assigned tasks <br>• Schedule appointments and meetings as required <br>• Provide a high level of customer service to both internal and external clients <br>• Ensure the office environment remains presentable and welcoming at all times. Accounting Clerk <p><br></p><p>We are offering an exciting opportunity for an Accounting Clerk in Lowell, Massachusetts. As an integral part of our team, you will be responsible for managing customer service inquiries, coordinating with various departments to solve problems, and maintaining our backlog to reflect customer requirements. Your role will also involve order management, including new orders, return orders, and sample orders.</p><p><br></p><p>Responsibilities: </p><p>• Efficiently process customer service inquiries with accuracy and completeness</p><p>• Collaborate with the product line manager to process requests for quotations</p><p>• Execute order management tasks, such as handling new orders, return orders, sample orders, credits, and debits</p><p>• Regularly update and maintain backlog to meet customer requirements</p><p>• Manage all expedite requests and handle customer complaints, escalating when necessary</p><p>• Actively coordinate with different departments to resolve issues and problems</p><p>• Exercise good judgment within defined practices and procedures to determine appropriate action</p><p>• Foster relationships and build trust within the company and with our customers.</p> Administrative Assistant We are offering a short term contract employment opportunity for a detail-oriented Administrative Assistant. Located in Framingham, Massachusetts, the role involves various administrative tasks, supporting events, and managing communication channels within the organization.<br><br>Responsibilities:<br><br>• Oversee the reception area, ensuring smooth operations and effective customer service.<br>• Schedule meetings and appointments, ensuring efficient time management.<br>• Support the organization of events, including providing assistance during two weekday events.<br>• Handle email correspondence, ensuring timely and effective communication.<br>• Utilize Microsoft Suite to perform various tasks such as data entry, creating presentations, and managing emails.<br>• Troubleshoot office equipment to ensure a well-functioning workspace.<br>• Ensure high levels of communication within the organization, including answering inbound and making outbound calls.<br>• Assist with various administrative tasks as needed. Part-Time Front Office Assistant <p>We are in search of a Front Desk Coordinator to join our team in the Real Estate Property/Facilities Management industry, located in Boston, Massachusetts. As a Part-Time Front Office Assistant, your primary tasks will involve handling multiple telephone lines, managing customer inquiries, and maintaining precise records. This position offers a short term contract employment opportunity.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Efficiently handle a multi-line telephone system and redirect calls to the appropriate personnel or department.</p><p>• Provide accurate and comprehensive information to callers about our firm, including location, directions, and staff contact details.</p><p>• Welcome incoming visitors, screen them professionally, and promptly inform the relevant personnel of their arrival.</p><p>• Manage the key check-out system with high efficiency.</p><p>• Sign for courier deliveries and pick-ups and promptly notify the concerned personnel.</p><p>• Collect mail, open it, and sort it into categories such as checks, invoices, and correspondences.</p><p>• Distribute invoices/correspondences to managers for approval and categorization on behalf of the Vice President.</p><p>• Operate standard office equipment such as postage machine, folding machine, and fax/copier/scanner.</p><p>• Prepare and stamp mailings as created by office staff, including printed checks.</p><p>• Maintain supply of paper in copier/fax machine and distribute printed materials.</p><p>• Perform daily filing duties for management reports.</p><p>• Update the database with client information changes as received.</p><p>• Keep common office areas clean and presentable for our clients.</p><p>• Create and maintain proper response letters for various incoming correspondences.</p><p>• Scan and upload management report correspondences.</p><p>• Review and edit scanned management reports as needed.</p> Administrative Assistant We are offering a short term contract employment opportunity for an Administrative Assistant in the Real Estate Property/Facilities Management industry, based in Providence, Rhode Island, United States. This role involves assisting with property leasing, managing customer interactions, and maintaining data records.<br><br>Responsibilities:<br>• Assist in the leasing process of the property, including filling open units<br>• Interact with potential applicants through phone calls and follow-ups<br>• Qualify applicants based on their income<br>• Provide excellent customer service and handle sales-related interactions<br>• Update and maintain data in Microsoft Excel spreadsheets<br>• Work independently, managing tasks without constant supervision<br>• Have prior experience in a Rental Office and Property Management<br>• Gain experience in Affordable Housing/Tax Credit<br>• Utilize Yardi Property Management software, if familiar<br>• Handle a high volume of inbound and outbound calls<br>• Correspond with customers via email and schedule appointments when necessary. Patient Access Specialist <p>3rd Shift (Night Shift) Patient Access Specialist! </p><p><br></p><p>We are offering a contract to permanent employment opportunity for a Patient Access Specialist in Nashua, New Hampshire. In this role, you will be fundamental in providing quality services to patients by managing their admission processes and ensuring regulatory compliance within the healthcare industry.</p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Ensure precise assignment of MRNs and carry out medical necessity and compliance checks.</p><p>• Efficiently handle incoming, outgoing, and inter-office calls via the telephone switchboard.</p><p>• Adhere to organizational policies while delivering exceptional customer service with compassion.</p><p>• Conduct pre-registration of patients' accounts prior to their visits, which may involve both inbound and outbound communication to gather demographic, insurance, and other patient information.</p><p>• Inform patients, guarantors, or legal guardians about general consent for treatment forms, obtain necessary signatures, and distribute patient education documents.</p><p>• Review responses in the insurance verification system, select the applicable insurance plan code, and enter benefit data to support Point of Service Collections and billing processes.</p><p>• Use the Advance Beneficiary Notice (ABN) software to accurately screen medical necessity, inform Medicare patients of potential non-payment of tests, and distribute the ABN as needed.</p><p>• Utilize auditing and reporting systems for quality assurance to correct accounts, including those from other employees, departments, and facilities.</p><p>• Conduct account audits to ensure all forms are completed accurately and timely, meeting audit standards, and provide statistical data to Patient Access leadership.</p> Cash Management Specialist We are offering a contract to permanent employment opportunity in the banking industry for a Cash Management Specialist, located in Needham, Massachusetts, 02492, United States. This position involves a range of responsibilities, including processing customer credit applications, maintaining accurate customer credit records, and resolving customer inquiries. The individual will also monitor customer accounts and take appropriate action.<br><br>Responsibilities: <br><br>• Accurately and efficiently process customer credit applications<br>• Maintain precise records of customer credit<br>• Resolve customer inquiries promptly and professionally<br>• Monitor customer accounts for any irregularities or potential issues<br>• Take appropriate action based on account monitoring results<br>• Assist in the updating of procedures, policies, and risk assessments<br>• Support related departments and customer support in all areas of cash management and third-party processes<br>• Assist in special projects related to the implementation of products and services, as well as the establishment and maintenance of procedures<br>• Compile necessary information for the research and tracking of cash management customers’ requests and issues<br>• Conduct annual audits of Cash Management products to ensure compliance with internal control, policies, and procedures. Patient Access Specialist - 3rd Shift <p>We are offering a contract for a contract-to-permanent employment opportunity for a Patient Access Specialist - 1st Shift in the Healthcare, Hospitals, and Social Assistance industry. This role is based in Nashua, New Hampshire, United States. As a Patient Access Specialist, you will play a critical role in managing patient admission procedures and ensuring compliance with regulatory requirements. </p><p><br></p><p> Responsibilities: </p><p>• Ensure the accurate assignment of MRNs and completion of medical necessity/compliance checks </p><p>• Provide clear and correct patient instructions and collect insurance details • Handle incoming, outgoing, and inter-office calls effectively and professionally </p><p>• Uphold company policies, exhibiting excellent customer service and compassion in all interactions </p><p>• Conduct pre-registration of patient accounts, including inbound and outbound calls to collect patient information </p><p>• Accurately explain and obtain signatures on general consent for treatment forms from patients or their legal guardians </p><p>• Review eligibility responses in the insurance verification system, select the appropriate insurance plan code, and enter benefit data to assist with billing processes </p><p>• Screen medical necessity accurately using Advance Beneficiary Notice (ABN) software </p><p>• Distribute and document designated forms and pamphlets as necessary </p><p>• Utilize quality auditing and reporting systems to ensure account accuracy and conduct audits of accounts to meet audit standards.</p> Senior IT Project Manager We are offering an exciting contract to permanent employment opportunity in the field of Information Technology in Woburn, Massachusetts. We are looking for a Senior IT Project Manager to join our team in a hybrid work environment, with a schedule of working from home on Mondays and Fridays and in the office from Tuesday to Thursday. <br><br>Key responsibilities of the Senior IT Project Manager include:<br><br>• Collaborating with IT and business unit leaders in IT portfolio management activities<br>• Identifying opportunities for improvements through cross-functional partnerships, including initial development of business cases and scoping of projects<br>• Establishing work plans for each project phase, including arranging for recruitment or assignment of project personnel, identifying and scheduling deliverables, milestones, and required tasks<br>• Managing various systems/application development projects within assigned areas from inception to successful implementation, which includes keeping projects on track, resolving issues with customers, and providing leadership to project team members throughout the projects' life cycle<br>• Preparing project status reports and/or project portfolio summaries for management, business unit leaders, and IT management<br>• Ensuring high customer satisfaction through conducting customer surveys<br>• Leading efforts in creative approaches to problem solving and quality deliverables supporting business needs<br>• Reviewing project proposals or plans to determine time frames, funding limitations, procedures for accomplishing projects, staffing requirements, and allotment of available departmental resources to various phases of each project<br>• Escalating project issues including timing, budget, resources, scope, and more to upper management in a timely manner. Project Manager (IT) - Associate We are in search of an Associate Project Manager in the IT sector to join our team based in Quincy, Massachusetts. The role primarily involves handling customer inquiries, maintaining customer records, processing applications, and monitoring customer accounts. <br><br>Responsibilities:<br>• Effectively use Jira, Confluence, and SharePoint for managing and tracking project updates.<br>• Facilitate meetings, including the preparation and distribution of minutes.<br>• Leverage your understanding of IT and cloud-based projects to manage and resolve customer inquiries.<br>• Demonstrate analytical, critical thinking, and problem-solving skills in managing customer applications and accounts.<br>• Maintain accurate customer credit records and take appropriate actions based on account monitoring.<br>• Use Microsoft Excel and Clarity PPM to manage and analyze data related to customer accounts.<br>• Employ excellent oral and written communication skills in interacting with customers and team members.<br>• Leverage your knowledge of the financial services industry and regulated environments to provide effective customer service.<br>• Collaborate with geographically disbursed teams and build relationships across functional teams.<br>• Use your knowledge of SDLC principles to manage and resolve customer inquiries.<br>• Support tech Mod strategy by effectively managing customer applications and accounts. Logistics Clerk Robert Half's client in Hudson MA is looking for a detail-oriented Logistic Clerk to assist them in the medical manufacturing space!<br><br>Responsibilities:<br>- Inventory management<br>- Maintain accurate records<br>- Understandment of logistics<br>- Phone/Email correspondence<br>- Tracking orders<br>- Printing labels<br>- Packing shipments<br><br>Start date: Asap!<br>Duration: Temp-to-perm<br>Hours: 40 hours per week | 9am-5pm (M-F)<br>Work type: On-site<br><br>*If interested, APPLY NOW! Bilingual Spanish Front Desk Coordinator <p>We are offering a short term contract employment opportunity for a Bilingual Spanish Front Desk Coordinator in the property management industry, located in ROXBURY, Massachusetts. As a Bilingual Spanish Front Desk Coordinator, you will serve as the initial point of contact, managing interactions with residents, prospective clients, and visitors. Your primary duties will include processing incoming communications, ensuring a welcoming environment, and handling daily operational tasks. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle incoming calls, screening, and directing them appropriately</p><p>• Welcome and guide visitors or potential clients with a positive demeanor</p><p>• Accurately relay messages taken from phone calls</p><p>• Oversee the accurate and efficient distribution of daily mail and deliveries</p><p>• Maintain comprehensive records of office expenses and costs</p><p>• Manage the scheduling of appointments</p><p>• Provide concierge services to staff and residents by managing daily operational tasks</p><p>• Deliver exceptional customer service to maintain a comfortable environment for property residents</p><p>• Utilize Microsoft Office Suite (Excel, Outlook, Word) for administrative tasks and data entry</p><p>• Organize files and maintain a well-structured filing system</p> Part Time Receptionist <p>We are offering a short term contract employment opportunity for a Part Time Receptionist in the government sector, located in DORCHESTER, Massachusetts. As a Receptionist, you will be the first point of contact for our office, managing all incoming calls and visitors, as well as performing administrative tasks to ensure smooth office operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle all incoming calls, directing them appropriately and taking detailed messages as required</p><p>• Welcome and assist all visitors, ensuring they are directed to the correct location within the office</p><p>• Oversee the inventory management of office supplies, initiating orders as necessary</p><p>• Liaise with the IT department to manage any office equipment issues or requirements</p><p>• Ensure cleanliness and organization of shared spaces such as the kitchen and conference rooms</p><p>• Manage and maintain office equipment, including printers and postage machines, addressing any issues and purchasing supplies as needed</p><p>• Process incoming and outgoing mail, including making trips to the post office as required</p><p>• Utilize software such as Microsoft Outlook/Office and Slack for effective in-office communication</p><p>• Perform data entry and email correspondence tasks as needed</p><p>• Schedule appointments and meetings, managing the office calendar efficiently</p> Accounts Receivable Specialist We are offering a long-term contract employment opportunity for an Accounts Receivable Specialist in Acton, Massachusetts. In this role, you will primarily deal with the processing and monitoring of client invoices and accounts, ensuring accurate and timely collection while providing outstanding customer service.<br><br>Responsibilities<br>• Ensure efficient and precise preparation and submission of invoices to clients or portals<br>• Keep track of account balances and the aging of outstanding receivable balances<br>• Engage with clients regarding past due invoices and document disputed charges<br>• Contribute to weekly and monthly cash receipts forecasting<br>• Investigate and resolve discrepancies in customer invoices and payments, including providing necessary documentation to customers<br>• Recognize potentially high-risk accounts and propose corrective action to management<br>• Comply with all company and department policies and procedures to ensure effective internal controls over the billing-to-cash cycle<br>• Aid in monitoring and managing the credit risk of accounts<br>• Apply cash receipts to open Accounts Receivable<br>• Support the organization and maintenance of customer master data. Jr. Legal Secretary We are offering an exciting opportunity for a Jr. Legal Secretary in the legal industry. Located in Boston, Massachusetts, this role encompasses providing secretarial and administrative assistance to attorneys, preparing complex legal documents, and maintaining effective client relations in a team-oriented environment. <br><br>Responsibilities:<br>• Draft and process correspondence and memoranda with Microsoft Office, ensuring appropriate formatting, spelling, and grammar.<br>• Prepare complex legal documents and revisions as per client requirements.<br>• Carry out e-filing of documents as necessary.<br>• Manage mail and fax communications, including preparation and processing of outgoing mail and faxes, and coordinating specialized mail or courier services as needed.<br>• Maintain and update attorneys' calendars with meetings, appointments, due dates, and client-related activities.<br>• Maintain paper and electronic files in compliance with internal policies, perform routine filing, and retrieve files as needed.<br>• Offer general administrative support including new matter document processing, phone call screening, message taking, client and visitor direction, and travel arrangement coordination.<br>• Communicate effectively and professionally with clients and other firm members, anticipating the business needs of assigned attorneys.<br>• Schedule meetings, arrange conference rooms, and coordinate meal provisions.<br>• Maintain chronological and administrative files for assigned attorneys. Bilingual Spanish Property Administrative Assistant <p>We are in search of a Bilingual Spanish Property Administrative Assistant for a role based in Dorchester, Massachusetts. Working within the Real Estate & Property industry, you will be tasked with handling customer applications, maintaining precise customer records, and resolving customer inquiries. This job offers a short term contract employment opportunity.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Efficiently process customer credit applications, ensuring accuracy at all times</p><p>• Keep up-to-date and precise records of customer credit</p><p>• Respond to and resolve any customer inquiries promptly and professionally</p><p>• Monitor customer accounts and take necessary action when required</p><p>• Familiarize yourself with Hud section 8 regulation to recertify residents' income</p><p>• Schedule and set up appointments for residents</p><p>• Review income and request necessary documentation</p><p>• Send out verification of collected information</p><p>• Maintain confidentiality while dealing with residents and in all facets of the role</p><p>• Demonstrate personable skills in dealing with senior citizens and families</p><p>• Organize and manage a high volume of paperwork</p><p>• Handle both paper and electronic filing and keep track of all paperwork</p> Paralegal We are offering an exciting opportunity in the legal industry, specifically in the role of a Trust and Estate Paralegal, located in Boston, Massachusetts. This role will be an essential part of our high retention team, using your skills to provide valuable support and expertise in various areas of law.<br><br>Responsibilities:<br><br>• Assist in managing and organizing various legal documents related to estate planning and probate law.<br>• Conduct extensive legal research and gather relevant information to assist in case preparation.<br>• Work closely with the legal team to prepare and file tax returns related to estates.<br>• Utilize your knowledge of probate and estate administration to effectively manage client cases.<br>• Manage calendars, arrange meetings and appointments, and provide reminders to ensure smooth operations.<br>• Draft legal documents related to estate law, such as wills, trusts, and probate forms.<br>• Provide support in probate court proceedings and estate administration tasks.<br>• Use your understanding of estate law to provide excellent customer service and handle client inquiries.<br>• Maintain confidentiality and professionalism at all times while dealing with sensitive legal information.<br>• Stay updated with the latest developments and changes in estate law and probate law to provide the most accurate advice and support.
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