Description
Our woman-owned and B-Corp Certified law practice seeks a full-time Client Relations Assistant to join our growing team! Ideal for an extrovert, this role serves as the initial point of contact for prospective and active clients. You'll do well in this position if you thrive on supporting others while maintaining attention to detail. In this role, you will manage new client onboarding and data entry, schedule and manage client appointments and internal calendars, and interact with clients daily, to make sure they feel seen and heard. Our small and collaborative team works hard for clients and finds joy in working with each other. Prior customer service experience, great communication skills, and a passion for helping and supporting others are a must!
Responsibilities
•Evaluate prospective client inquiries and phone calls, identify qualified clients, and schedule initial appointments.
•Schedule client appointments and maintain our teams' schedules.
•Supervise client onboarding through document and information gathering, data entry, and engagement, ensuring new client matters are managed efficiently from day one.
•Organize and maintain all case files, and information concerning engagement, whether electronic or paper, per firm policies.
•Manage office correspondence and administrative tasks such as mail processing, client mailings, and email correspondence.
•Keep team members appraised of meeting schedules and upcoming deadlines.
•Implement accurate record-keeping and document management policies.
•Perform miscellaneous clerical tasks as needed to ensure operational efficiency.
Qualifications
•A high school diploma is required; a two-year degree with paralegal certification is welcome, and a Bachelor's degree is preferred.
•Previous customer service or sales experience; previous legal experience a plus.
•Proficiency with computers and office software, including Google, Microsoft Office, Adobe, spreadsheet/database management and/or case management software.