ABOUT US

We are an expanding estate planning law and financial firm dedicated to helping our clients confidently navigate complex legal and financial matters. The mission of our firm is to empower individuals and families to achieve peace. The right person for this position aligns with our core values of Extreme Ownership, Dignity, Warmth, Discovery, and Community.
Our firm is committed to educating, coaching, and serving individuals and families with love and compassion. We offer benefits, professional development, and opportunities for growth. If you are looking for a challenging position with an opportunity to make a difference in people’s lives, we welcome your application.

POSITION OVERVIEW

We are looking for a warm and friendly Client Service Coordinator to join our team in a fast-paced professional environment. The Client Service Coordinator is an integral part of our high-performing team. Some responsibilities of this position include greeting clients, answering phones, assisting paralegals and attorneys, maintaining multiple calendars and scheduling, file management, and data entry. The position requires being well organized, detail-oriented, and having exceptional customer relations and communication skills. This person will have in-person and telephone contact with clients and other professionals. The position requires professional attire.

SKILLS TO EXCEL IN THIS POSITION

• Excellent verbal and written communication
• Professional phone demeanor
• Ability to work in a fast-paced environment
• Excellent word processing, typing, spelling, and grammar
• Dedication to accuracy and on-time performance
• Must be able to take direction and independently complete assignments
• Warmth and compassion for others

REQUIREMENTS

• Microsoft Office: 1 year (Required)
• Professional office experience
• Ability to work business hours Monday through Friday (occasional Saturday mornings and weekday evenings)
• Customer Service: 1 year (Preferred)
• Associate (Preferred)

Please refer the Job description for details