Job Description

Job Description

Are you a people person? Do you have strong organizational skills? Do you enjoy working in a fast-paced environment? At Lee Law Office, we assist families with their financial estate planning, estate and trust administration and elder law needs to see them through life’s various changes and challenges. Our firm, our team, and the services we provide are driven by our core values: Integrity, Professionalism, Warmth, Education and Community.

We’re looking for a compassionate, full-time Receptionist and Client Services Coordinator who is a self-starter and possesses excellent communication skills to join our team. They enjoy welcoming our clients and treating them like family, managing a busy appointment calendar, and handling multiple phone lines and a variety of office tasks. Our ideal candidate is eager to learn and wants to grow in their skills and responsibilities down the line. If this sounds like you, we want to talk with you!

Our Work Environment

We are a friendly, upbeat, and energetic team of professionals who foster a culture of empathy and comradery, and we are seeking like-minded individuals to join our team. We are committed to our clients’ long-term well-being and we focus on building lifelong relationships with them. Client hugs and positive reviews remind us daily that the work we do is meaningful, fulfilling and important.
Responsibilities

· Represents the Owner/Attorney in contacts with clients, centers of influence, financial institutions and government/court officials.

· Manages electronic Outlook calendar of the Owner/Attorney, choosing or recommending among competing demands on time, referring matters to be handled by others, controlling access to the Owner/Attorney. Assists Owner/Attorney with organizing and prioritizing calendar.

· Compiles and edits reports; composes routine correspondence; edits all correspondence.

· Manages and screens telephone calls.

· Make appropriate database entries tracking the progress of client documents and planning in the workflow system.

· Review estate planning and other documents with clients, collect final fees and conduct signing ceremonies, which includes arranging for witnesses and notarizing documents.

Must-Haves to be Successful in This Role

• Two to four years’ work experience in a professional setting with extensive client interaction. Legal, Financial or Estate planning background helpful but not required.
• A great attitude and loves to work with people, particularly older people
• Has excellent verbal, grammar, and proofing skills
• Is detailed oriented and has strong organizational skills to accurately manage multiple calendars, competing priorities, deadlines, and various tasks
• Is self-directed, openly collaborates, and works well in a team environment
• Approaches challenges as an opportunity for growth and improvement to our systems
• Is adept at using MS Outlook, Word, Excel, Teams, SharePoint, OneDrive and Zoom

Compensation based upon skills and experience.

TO APPLY:

If you are looking for a challenging position with an opportunity to make a difference in the lives of many families, please email your cover letter and resume (in WORD) to

to [email protected] , with Client Relations Coordinator in the subject line.

If we feel you meet our requirements for this position, we will contact you to schedule an interview. No phone calls, please. No agencies please.

Job Tags

Full time, Work experience placement,

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