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 & billing systems
• Assist with marketing and events, including planning periodic client and business development events, preparation of marketing materials and materials for events, assisting with newsletters and mailing lists, etc.
• Be dependable; maintain strict confidentiality; be punctual and meet deadlines
• Work under direct attorney supervision as a team with a high level of communication and interdependence, but also take ownership of workflow and assigned projects and work independently to accomplish tasks in an efficient manner

Requirements

Education & Experience Qualifications and Preferences

• Bachelor’s degree from four-year college/university, or paralegal certificate from ABA approved program preferred
• 2+ years’ experience in office administration/executive-level support preferred
• 2+ years’ experience with estate planning/trusts & estates practice preferred
• Notary Public required (must be eligible to receive notary certificate if not already obtained)

Preferred Skills

• Positive attitude and proactive personality with excellent interpersonal skills, including a desire to interact and maintain professionalism with clients, attorneys, staff, and other professionals

• Strong communication skills, including written and verbal, with impeccable spelling and grammar
• Friendly and professional telephone presence
• Meticulous attention to detail with high level of organization and the ability to multi-task, prioritize tasks, handle multiple projects simultaneously, and adapt quickly in a fast-paced environment
• Above-average computer skills, including proficiency with Microsoft Windows, Word, Excel, PowerPoint, and Outlook; Must be able to learn and operate the firm’s other software applications (CLIO, Adobe Acrobat, Netdocuments, etc.) on an advanced level within a reasonable period; Typing skills of 80+ wpm
• Ability to work, problem solve, and find solutions independently and as part of a collaborative team
• Ability to follow established processes/systems, but also identify inefficiencies and suggest improvements
• Ability to sit and work on computer-based programs for up to the majority (80-90%) of the workday

Benefits

• Competitive Salary based on experience
• Benefits include health, disability, life, dental, vision insurance (combination of firm-paid and pre-tax salary deduction), 401(k) with match, generous PTO policy, professional development and education allowance