Client Services Coordinator/Legal Assistant

Essential job Functions/Core Duties

The Client Services Coordinator will provide full-time support to our Raleigh Estate Planning and Administration practice. Specific examples of typical duties include:

• Professional and friendly interaction with clients via phone, email and in person
• Screen incoming phone calls and respond as necessary
• Assist with clients as needed, including serving as witness and/or notary to document execution, scanning and processing client documents, preparing correspondence and filings, etc.
• Open, maintain and close client files (electronic and hard files); Create and maintain contacts and matters in practice management system
• Manage office administrative functions, including processing incoming and outgoing mail, maintaining inventory of office supplies, overall office organization, etc.
• Prepare and record deeds
• Document tasks and client interaction in practice management &...