<p>Our client, a successful full-service law firm, is seeking a <strong>Legal Administrative Assistant to support their busy Litigation team. </strong>This position is suited to someone who brings sound judgment, strong organizational ability, and a service-focused approach to daily legal support work. The ideal candidate is comfortable working closely with attorneys and colleagues across offices while maintaining accuracy, professionalism, and responsiveness in a collaborative environment.</p><p><br></p><p><strong>Location: </strong>Southborough, MA</p><p><strong>Schedule: </strong>Hybrid (4 days in office,1 day remote)</p><p><strong>Salary: </strong>$66,000 - $85,000 (depending on experience)</p><p><strong>Hours: </strong>8:30am - 5:00pm (40-hour work week, 1 hour lunch)</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and manage attorneys’ calendars, including scheduling appointments, meetings, court appearances, and travel arrangements.</li><li>Draft, proofread, edit, and format legal documents, correspondence, and reports while ensuring accuracy, consistency, and attention to detail.</li><li>Support attorneys with case management activities by organizing, maintaining, and updating case files and related documentation.</li><li>Prepare and process legal documents, including pleadings, motions, e-filings, and correspondence, ensuring compliance with court rules and legal procedures.</li><li>Maintain both electronic and physical filing systems, ensuring records are organized, up-to-date, and readily accessible.</li><li>Assist with billing and invoicing functions, including time entry, invoice preparation, and responding to client billing inquiries.</li><li>Provide administrative support by answering and directing phone calls, welcoming clients and visitors, and managing incoming and outgoing mail.</li><li>Collaborate with and provide backup support to other legal administrative professionals as needed to ensure seamless office operations.</li><li>Perform additional duties and special projects as assigned to support attorneys and the overall needs of the firm.</li></ul>
<p>We are looking for a detail-oriented Legal Assistant to join a legal team in Wellesley Hills, Massachusetts. This role will provide dedicated support to an attorney handling probate, trust, estate, and related litigation matters during a leave coverage period. The ideal candidate brings strong organizational skills, adapts quickly to legal technology, and communicates effectively while contributing to a collaborative office environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide day-to-day administrative and legal support for matters involving probate, trusts, estates, and related court proceedings.</p><p>• Prepare, organize, and file legal documents accurately, including court submissions and electronic filings within required deadlines.</p><p>• Manage calendars, track hearings and case milestones, and help coordinate schedules for the attorney and related matters.</p><p>• Maintain well-structured case files, correspondence, and supporting documentation to ensure timely access to information.</p><p>• Communicate professionally with clients, courts, and internal team members regarding case updates, scheduling, and document needs.</p><p>• Assist with litigation-related tasks connected to probate matters, including document preparation and follow-up on filing requirements.</p><p>• Learn and use office and legal systems efficiently to support workflow needs and maintain continuity during the coverage period.</p><p>• Contribute to the broader team as needed by handling additional support tasks and helping address shifting prioritie</p>
We are looking for a Contract Legal Assistant to support a busy litigation team in Boston, Massachusetts. This position will play an important role in keeping legal matters organized, preparing case-related materials, and helping attorneys stay on track with deadlines and court requirements. The ideal candidate is detail-oriented, communicates professionally, and is comfortable working in a fast-paced legal environment.<br><br>Responsibilities:<br>• Maintain attorney calendars, schedule case-related activities, and track important litigation deadlines to support an active legal practice.<br>• Prepare legal documents, letters, and other written materials using approved templates while ensuring accuracy and proper formatting.<br>• Handle electronic court submissions and related filing tasks, making sure documents are completed and submitted in accordance with procedural requirements.<br>• Organize and update case records, including document collections, privilege logs, and binders used for hearings, depositions, and trial preparation.<br>• Coordinate logistics for depositions, service of process, and other case events while communicating effectively with clients, witnesses, and opposing counsel.<br>• Support attorneys in preparing for hearings and trial proceedings by assembling materials and confirming that required filings and documentation are ready.<br>• Monitor case activity to help ensure compliance with court rules, deadlines, and applicable legal or regulatory obligations.
<p>Our client, a successful law firm, is seeking a Family Law Legal Assistant to support their busy practice in Boston, Massachusetts. This role is essential to maintaining well-managed case files, meeting court and internal deadlines, and helping attorneys and paralegals operate efficiently each day. The ideal candidate brings strong administrative judgment, confidence with legal technology, and a dependable approach to client service and document accuracy.</p><p><br></p><p><strong>Location: </strong>Boston, MA (Back Bay)</p><p><strong>Schedule: </strong>In Office M-F at first, but will become hybrid (remote 2 days a week) after a few months</p><p><strong>Salary: </strong>$75,000 - $95,000 (depending on experience) </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage civil litigation matters from inception through resolution.</li><li>Conduct legal research and draft pleadings, motions, memoranda, and other legal documents.</li><li>Prepare and respond to written discovery.</li><li>Conduct and defend depositions.</li><li>Attend court hearings, mediations, arbitrations, and other legal proceedings.</li><li>Assist with trial preparation and participate in trials as needed.</li><li>Communicate regularly with clients regarding case strategy and developments.</li><li>Collaborate with attorneys and legal support staff to develop effective litigation strategies.</li><li>Maintain organized case files and ensure compliance with court deadlines.</li><li>Handle additional legal responsibilities and special projects as assigned.</li></ul>
<p>Our client, a full-service law firm, is seeking a Litigation Legal Administrative Assistant to support daily legal operations. This role is ideal for someone who can manage administrative priorities while maintaining accuracy in document preparation and case-related coordination. The position requires strong organizational skills, sound judgment, and the ability to work efficiently in a legal environment.</p><p><br></p><p><strong>Role: </strong>Litigation Legal Administrative Assistant</p><p><strong>Location:</strong> Boston, MA</p><p><strong>Salary: </strong>$80,000 - $115,000 (depending on experience) + amazing benefits</p><p><strong>Schedule: </strong>Hybrid (4 days in, 1 day remote) after onboarding period</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepares and proofreads standard legal documents, such as pleadings, motions, and discovery requests.</li><li>Ensures that legal documents are compliant with court rules and filed properly.</li><li>Efficiently create, organize, and maintain client files.</li><li>Conduct comprehensive research using various tools, including Westlaw, PACER, and different state court dockets.</li><li>Act as a liaison with courts and various litigation-related vendors such as process servers and couriers.</li><li>Assist attorneys in preparing for trial and hearing by organizing and summarizing relevant documents.</li><li>Communicate with clients, witnesses, and other parties to gather information and answer questions.</li><li>Prepares and assembles materials, documents, and exhibits for various court appearances, depositions and meetings.</li><li>Receives and screens telephone calls responding to inquiries on a variety of matters such as case status and attorney scheduling.</li><li>Handle general administrative duties, including organizing litigation binders, managing phone coverage, processing incoming mail, and overseeing the office calendar with case deadlines.</li><li>Manages incoming mail and outgoing mail and properly files in case file and scans to office document management files.</li><li>Manages attorney’s calendars including scheduling appointments and adding new appearances as received in the attorney’s mail.</li><li>Organize and maintain case files, including physical and electronic files.</li><li>Performs additional duties as requested.</li></ul>
<p>Our client, a successful family law firm, is seeking a Legal Assistant to join their team in Boston, Massachusetts. This role is suited to someone who can manage competing priorities, maintain precise documentation, and provide dependable support to attorneys handling active matters. The ideal candidate brings prior experience in a law firm setting, understands litigation workflows, and is comfortable working in a focused, deadline-driven environment.</p><p><br></p><p><strong>Location: </strong>Boston, MA </p><p><strong>Salary: </strong>$65,000 - $85,000 (depending on experience) + great benefits</p><p><strong>Schedule: </strong>In-Office M-F</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide administrative and litigation support to attorneys throughout all phases of a case</li><li>Prepare, revise, proofread, and format pleadings, motions, correspondence, discovery, and other legal documents</li><li>Electronically file documents in Massachusetts state courts</li><li>Maintain attorney calendars, including scheduling hearings, depositions, mediations, client meetings, and court appearances</li><li>Organize and maintain electronic and physical case files</li><li>Track litigation deadlines and assist with docket management</li><li>Prepare exhibits, binders, and supporting materials for hearings and trials</li><li>Assist with general office and administrative responsibilities as needed to support the legal team</li></ul>
<p>Our client, a highly regarded law firm, is seeking a<strong> Real Estate Paralegal </strong>to support their fast-paced legal team in Boston, Massachusetts. This position focuses on <strong>commercial real estate matters </strong>for lender clients and offers the opportunity to contribute throughout the transaction and closing process. The ideal candidate is organized, responsive, and comfortable managing multiple files while maintaining accuracy in time-sensitive legal work.</p><p><br></p><p><strong>Location: </strong>Boston, MA</p><p><strong>Schedule: </strong>5 days in office (on site)</p><p><strong>Salary: </strong>$75,000 - $120,000 (depending on experience) + great benefits</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and review commercial real estate transaction documents, including deeds, loan documentation, and closing-related materials.</li><li>Coordinate and schedule real estate closings, ensuring all transaction requirements are satisfied in a timely manner.</li><li>Monitor transaction timelines and maintain calendars to ensure critical deadlines are met.</li><li>Obtain municipal lien certificates (MLCs), plot plans, zoning information, and corporate records from applicable government agencies and the Secretary of State.</li><li>Order and review due diligence materials, including title reports, lien searches, and other third-party investigations.</li><li>Communicate with tax collector and assessor offices to obtain parcel information, tax status details, and related records.</li><li>Research title matters through title company databases and public land records, including retrieving title policies and recorded documents.</li><li>Conduct construction title updates and title rundown searches.</li><li>Prepare and file Uniform Commercial Code (UCC) financing statements and related filings.</li><li>Resolve title defects and curative matters, including obtaining missing discharges, assignments, releases, and other corrective documentation from lenders and relevant parties.</li><li>Prepare, review, and reconcile closing statements and settlement documentation.</li><li>Assemble and maintain comprehensive closing binders and transaction files for commercial real estate acquisitions, dispositions, and financing transactions.</li><li>Support post-closing activities, including monitoring document recordings, preparing title policies and endorsements, and administering final closing packages.</li></ul>
<p>Our client, a highly regarded litigation law firm, is seeking an experienced<strong> Litigation Paralegal</strong> to support attorneys through all phases of complex federal litigation. The ideal candidate will have strong experience managing litigation matters in federal court, coordinating large-scale document reviews, and assisting with trial preparation. This is an excellent opportunity for a detail-oriented professional who thrives in a fast-paced, collaborative legal environment.</p><p><br></p><p><strong>Location:</strong> Boston, MA</p><p><strong>Salary: </strong>$90,000 - $130,000 (depending on experience) + amazing benefits</p><p><strong>Schedule: </strong>Remote for the first 3-6 months, then hybrid (2 or 3 days in office)</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist attorneys in all phases of complex litigation from case inception through trial and appeal.</li><li>Prepare, file, and manage pleadings and other court filings in federal courts, ensuring compliance with applicable rules and deadlines.</li><li>Coordinate and manage large-scale document reviews, productions, and organization of case materials.</li><li>Support all aspects of the e-discovery process, including document collection, review, and production.</li><li>Perform cite checking and proofreading of legal briefs, memoranda, motions, and other court filings to ensure accuracy and compliance with court rules.</li><li>Maintain case files, calendars, deadlines, and litigation databases.</li><li>Organize exhibits, deposition materials, and trial notebooks.</li><li>Assist with deposition preparation, witness coordination, and trial logistics.</li><li>Communicate with attorneys, court personnel, vendors, and clients regarding case-related matters.</li><li>Conduct legal and factual research as needed</li></ul>
We are looking for an experienced Corporate Paralegal to join a legal team in Concord, New Hampshire. This position offers hands-on involvement in corporate and real estate matters, supporting attorneys on transactions, entity governance, property-related documentation, and regulatory submissions. The role is well suited to an organized individual who can manage multiple priorities while contributing meaningful support across complex legal work.<br><br>Responsibilities:<br>• Support attorneys with corporate and real estate matters by preparing, reviewing, and organizing legal documents tied to transactions and ongoing client needs.<br>• Coordinate business entity formation, maintenance, and dissolution activities, including drafting filings and tracking compliance requirements.<br>• Assist with commercial transactions by managing closing materials, compiling due diligence records, and maintaining organized deal files.<br>• Prepare and file regulatory and corporate governance documents with the appropriate agencies and ensure records remain current and accurate.<br>• Contribute to real estate matters through title and document review, transaction support, and assembly of closing-related materials.<br>• Maintain case and matter records in legal management systems, monitor deadlines, and help keep assignments moving efficiently.<br>• Work closely with attorneys, clients, and outside parties to gather information, resolve document issues, and support timely completion of legal matters.
<p>Our client, a successful family law firm, is seeking a Senior Family Law Attorney to join their team. This role is suited for an experienced attorney who can guide clients through sensitive domestic matters with sound judgment, clear communication, and strong courtroom presence. The attorney will handle a demanding caseload independently while delivering thoughtful strategy and steady advocacy across a range of family law proceedings.</p><p><br></p><p><strong>Location:</strong> Boston, MA</p><p><strong>Salary: </strong>$150,000 - $215,000 (depending on experience) + bonuses</p><p><strong>Schedule: </strong>In Office M-F</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Represent clients in a broad range of family law matters from inception through final resolution.</li><li>Handle all aspects of litigation, including case strategy, pleadings, discovery, motions, settlement negotiations, mediations, and trials.</li><li>Advise and represent clients in matters involving divorce and legal separation, paternity actions contempt actions and enforcement proceedings, modification actions involving custody, parenting time, support, and alimony, restraining orders and emergency motions, Department of Children and Families (DCF) matters, including DCF appeals.</li><li>Conduct court appearances, evidentiary hearings, and trials.</li><li>Draft and review legal documents, pleadings, agreements, affidavits, and memoranda.</li><li>Collaborate with clients, opposing counsel, court personnel, guardians ad litem, social workers, and other professionals.</li><li>Maintain accurate case files and comply with all court deadlines and procedural requirements.</li><li>Provide clients with clear legal guidance and maintain consistent communication throughout representation.</li></ul>
<p>Our client, a successful & growing law firm, is seeking a <strong>Trusts & Estates Paralegal </strong>to join their practice in Boston, Massachusetts. This position plays an important role in preparing estate planning materials, coordinating probate and trust administration matters, and helping attorneys deliver attentive, high-quality service to clients and advisors. </p><p><br></p><p><strong>Location: </strong>Boston, MA</p><p><strong>Schedule: </strong>Hybrid (4 days in office, 1 day remote)</p><p><strong>Salary: </strong>$95,000 - $100,000 (depending on experience) + bonuses + amazing benefits</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist with trust and estate administration matters, including obtaining tax identification numbers, from opening through closing.</li><li>Support attorneys in estate planning matters, including preparation and proofreading of wills, trusts, powers of attorney, health care proxies, funding documents, engagement letters, and related correspondence.</li><li>Prepare and file probate administration documents with the Massachusetts and New Hampshire Probate and Family Courts.</li><li>Assist with the preparation and filing of estate tax and gift tax returns.</li><li>Communicate directly with clients, fiduciaries, financial advisors, accountants, appraisers, financial institutions, and other third parties.</li><li>Prepare deeds, trustee certificates, homestead declarations, and other supporting estate planning documents.</li><li>Prepare assignments of interest documents; coordinate and track execution and compiling of exhibits for sophisticated estate planning transactions.</li><li>Manage calendars and track critical deadlines, including probate filings, tax return due dates, and estate plan signings.</li><li>Maintain organized client files and assist with ongoing matter management.</li></ul>
<p>Our client, a national litigation law firm, is seeking an Associate Attorney to join their team. This is an opportunity is suited for a lawyer who thrives in demanding federal litigation, brings strong written advocacy skills, and approaches complex disputes with sound judgment and strategic focus. The role offers meaningful involvement in significant matters spanning <strong>securities, antitrust, shareholder disputes, consumer claims, privacy issues, and other sophisticated business litigation.</strong></p><p><br></p><p><strong>Location: </strong>Boston, MA</p><p><strong>Salary: </strong>$170,000 - $200,000 (depending on experience)</p><p><strong>Schedule:</strong> Remote for next 2-3 months, then hybrid (3 days In Office)</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage all phases of complex litigation in federal and state courts.</li><li>Draft complaints, dispositive motions, briefs, memoranda, and appellate filings.</li><li>Conduct legal research and develop litigation strategy.</li><li>Manage all aspects of discovery, including document review, written discovery, and e-discovery.</li><li>Prepare for and participate in depositions, hearings, mediations, and trials.</li><li>Collaborate closely with partners on high-profile class actions and other complex commercial litigation matters.</li><li>Analyze factual records and complex legal issues to develop persuasive case theories.</li><li>Work with experts, investigators, and clients throughout the litigation process.</li></ul>
<p>Our client, a successful and growing law firm, is seeking a Litigation Associate Attorney to join their <strong>Employment Law</strong> team. This role is suited for a litigation attorney with early to mid-level experience who is eager to build strong courtroom skills, work closely with clients, and handle a diverse mix of workplace matters. The position offers hands-on involvement across disputes affecting both management and individual employees, making it an excellent fit for someone who thrives in a dynamic legal environment.</p><p><br></p><p><strong>Location: </strong>Needham, MA</p><p><strong>Salary: </strong>$100,000 - $160,000 (depending on experience)</p><p><strong>Schedule: </strong>In-Office but can work from home if sick, appointment, bad weather, etc.</p><p><strong>Hours: </strong>9:00am - 5:00pm</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage litigation matters through all phases, including pleadings, discovery, motion practice, depositions, mediations, and trial preparation</li><li>Conduct legal research and draft memoranda, motions, briefs, and other litigation filings</li><li>Represent clients in state and federal court proceedings, administrative hearings, and mediations</li><li>Defend employers in employment-related disputes involving wage and hour claims, workplace retaliation allegations, discrimination claims, restrictive covenant disputes, and other employment litigation matters</li><li>Represent employees in claims involving discrimination, harassment, retaliation, wrongful termination, unpaid wages, and gender pay equity issues</li><li>Advise employers on employment law compliance, workplace policies, investigations, and risk management</li><li>Conduct client interviews, factual investigations, witness preparation, and settlement negotiations</li><li>Participate in client development and maintain strong client relationships</li><li>Collaborate closely with partners and other attorneys on complex litigation strategy</li></ul>
<p>Our client, a well-established law firm, is looking for an Associate Attorney to join their team in Boston, Massachusetts. This role is well suited for an attorney with civil litigation experience who wants meaningful courtroom exposure, direct client contact, and the opportunity to take ownership of active matters. You will work alongside experienced attorneys in a supportive setting while building practical experience across multiple phases of litigation.</p><p><br></p><p><strong>Location:</strong> Boston, MA</p><p><strong>Salary: </strong>$100,000 - $130,000 (depending on experience) + bonuses + amazing benefits</p><p><strong>Schedule: </strong>In Person first 90 days, then hybrid 1-2 days remote a week</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage civil litigation matters from inception through resolution.</li><li>Conduct legal research and draft pleadings, motions, memoranda, and other legal documents.</li><li>Prepare and respond to written discovery.</li><li>Conduct and defend depositions.</li><li>Attend court hearings, mediations, arbitrations, and other legal proceedings.</li><li>Assist with trial preparation and participate in trials as needed.</li><li>Communicate regularly with clients regarding case strategy and developments.</li><li>Collaborate with attorneys and legal support staff to develop effective litigation strategies.</li><li>Maintain organized case files and ensure compliance with court deadlines.</li><li>Handle additional legal responsibilities and special projects as assigned.</li></ul>
<p>Our client, a successful & growing law firm, is seeking a <strong>Corporate Associate Attorney</strong> to join their collaborative legal team in Boston, Massachusetts. This role offers broad exposure to corporate matters, mergers and acquisitions, and commercial agreements while working closely with entrepreneurs, executives, investors, and privately held companies. </p><p><br></p><p><strong>Location: </strong>Boston, MA</p><p><strong>Schedule:</strong> Hybrid (4 days in, 1 day remote)</p><p><strong>Salary: </strong>$140,000 - $180,000 (depending on experience) + bonuses + amazing benefits</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support a broad range of transactional matters across industries including software, consulting, manufacturing, real estate development, sales and distribution, transportation, franchising, restaurants, food and beverage, hospitality, and real estate.</li><li>Review, draft, and negotiate transaction documents, while working directly with clients and senior attorneys throughout the deal process.</li><li>Serve as a member of transaction teams on buy-side and sell-side mergers and acquisitions, assisting with all phases of the transaction lifecycle.</li><li>Prepare disclosure schedules and coordinate closing processes, including management of closing deliverables and post-closing requirements.</li><li>Conduct legal due diligence in connection with corporate and real estate transactions, identifying legal risks and supporting transaction strategy.</li><li>Research, analyze, and advise on a wide range of commercial and corporate legal matters to support clients in an outside counsel capacity.</li><li>Monitor transaction timelines, manage multiple workstreams, and collaborate with internal and external stakeholders to ensure efficient execution of client matters.</li></ul>
We are looking for an experienced Executive Assistant to provide high-level support to senior leadership in Massachusetts. This contract-to-permanent opportunity is ideal for someone who thrives in a fast-paced environment, handles sensitive information with discretion, and brings strong organizational judgment to daily operations. The person in this role will serve as a key partner to the President, help coordinate executive priorities, and contribute to internal communications, reporting, and special events.<br><br>Responsibilities:<br>• Manage the President’s day-to-day administrative needs, including drafting clear correspondence, preparing documents, and ensuring timely follow-through on key requests.<br>• Support leadership initiatives by coordinating projects, organizing materials, and providing clerical and administrative assistance across a range of business priorities.<br>• Create high-quality reports, spreadsheets, presentations, and charts while compiling leadership updates for recurring finance and board-level reporting.<br>• Prepare and distribute internal communication materials on behalf of executive leadership, ensuring messaging is clear, accurate, and delivered on schedule.<br>• Maintain a high level of confidentiality when handling sensitive information, executive communications, and organizational documents.<br>• Provide oversight and guidance for front desk and reception coverage to help ensure an efficient office experience.<br>• Plan and coordinate company and board events by securing venues, arranging catering, assembling materials, organizing support staff, and assisting on-site as needed.<br>• Partner with organizational leadership on fundraising efforts by helping develop and execute events and activities that advance strategic goals.<br>• Coordinate executive calendars, schedule meetings, and arrange travel logistics to support leadership effectiveness and time management.
<p>Our client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families with significant wealth in Boston, Massachusetts. This position focuses on delivering thoughtful legal counsel across estate planning, trust and estate administration, tax-sensitive wealth transfer, and related advisory matters. The ideal candidate combines strong drafting ability with excellent client communication and brings a detail-oriented, discreet approach to building lasting client relationships.</p><p><br></p><p><strong>Role: </strong>Private Client Associate Attorney</p><p><strong>Location:</strong> Boston, MA</p><p><strong>Salary:</strong> $180,000 - $230,000 (depending on experience)</p><p><strong>Schedule: </strong>Hybrid (3 days in, 2 days remote) AFTER the first 90 days in office</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Advise high-net-worth individuals, families, and fiduciaries on sophisticated estate planning matters.</li><li>Draft and implement comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents.</li><li>Counsel clients regarding wealth transfer strategies, lifetime gifting, tax-efficient planning, and charitable giving.</li><li>Handle the administration of taxable and non-taxable estates and trusts from inception through completion.</li><li>Advise clients regarding federal and state estate, gift, and generation-skipping transfer tax matters.</li><li>Prepare and review estate and trust administration documents, probate filings, fiduciary accountings, and related tax filings in coordination with advisors.</li><li>Work closely with clients, accountants, financial advisors, and other professionals to develop customized planning solutions.</li><li>Build and maintain trusted, long-term client relationships through exceptional responsiveness and service.</li><li>Collaborate with partners and colleagues on sophisticated planning matters while managing an independent caseload.</li></ul>