Client Relations Coordinator
eLegacy is an estate planning law firm, servicing clients from multiple states.
We are seeking a professional and caring individual to join our team to facilitate estate planning matters for our clients.
Job Duties
- Welcome and complete intake of new clients and act as the first point of communication
- Act as liaison between clients and their legal team and guide clients through the estate planning process
- Create, manage, and update legal files and status in a case management system
- Maintain weekly phone contact with clients and schedule appointments on multiple calendars
- Assist in billing and posting client payments
- Assist in compilation of weekly reports and audit of client files
Desirable Qualifications
- 2 years of customer service or related experience in a professional office environment
- Capable of maintaining confidentiality
- Ability to multi-task
- Excellent written and verbal communication skills
- Friendly disposition and experience in customer service
- Able to learn new computer software quickly
- Detail-oriented and prompt
- Self-motivated and enthusiastic about learning new things
- Exceptional phone skills
- Ability to work independently and stay on task
- Legal experience a plus, but not required
Pay Range
- $19.00 per hour DOE
- 36-40 hours per week. Regular hours will be Monday-Thursday 8am-5pm and Friday 8am-12pm.
Benefits
- Paid Major Holidays (6-7 per year, depending on the calendar)
- One (1) Paid Floating Holiday
- Two (2) weeks of Vacation & one (1) week of Personal/Sick time per year (based on full-time employment)
- Supplemental Insurance with employer paying $100 per month, after 60 days of employment
- 401k Eligibility and Employer Match after one (1) year of employment
- Complimentary Estate Plan (Trust or Will Plan) after 90 days of employment
Email your resume to Amanda at aclark@elegacylaw.com
Direct Phone: 208-518-0339