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Job Description
Are you a changemaker seeking to impact your community in a truly compelling way?
Little Law Office LLC is looking for an Estate Planning Practice Coordinator to join our office, in a position of continuous growth. The Estate Planning Practice Coordinator will drive lead conversion and client interaction across the entire estate planning lifecycle, including supporting the managing attorney in drafting, finalizing and executing estate plans. We are looking for someone who is dedicated and consistent, with an interest in learning and helping our clients.
Established in 2004, Little Law Office is the small law firm with the big heart. We work primarily with Catholics, in and around Centennial. We are a purpose-driven law firm, anchored by a desire to assist our clients in building a legacy for their families.
Key Attributes
· Self-starter
· Hardworking
· Detail-oriented
· Approachable, compassionate, empathetic, and emotionally intelligent
· Dedicated to continual self-improvement
· Intellectually curious
Duties and Responsibilities
· Manage lead intake pipeline
· Schedule meetings, collect payments & gather documentation
· Generate estate plan drafts
· Gatekeep for all client communications
· Act as a ‘case mover’, to remove workflow bottlenecks
· Manage client maintenance program
· Provide outstanding customer service to existing and potential clients
· Maintain confidentiality and exercise discretion and good judgment
Skills and Qualifications
· Associate's Degree, certificate, or equivalent work experience
· At least 3-5 years of working experience as an administrative assistant or paralegal in an estate planning law firm
· Ability to organize, prioritize, and manage a workload with a positive attitude and minimal supervision
· Comfortable with computers and technology and can troubleshoot routine issues
· Experience with Microsoft 365, DecisionVault, WealthDocx preferred
· Strong communication and interpersonal skills
· Strong interest in estate planning law and helping people
Salary and Benefits
· Salary commensurate with experience, plus bonuses
· PTO
· In-Office role
Submit resume & 3 professional references with application.
Full Time
$49k-61k (estimate)
06/12/2024
11/11/2024
The following is the career advancement route for Administrative Assistant/Legal Secretary positions, which can be used as a reference in future career path planning. As an Administrative Assistant/Legal Secretary, it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Administrative Assistant/Legal Secretary. You can explore the career advancement for an Administrative Assistant/Legal Secretary below and select your interested title to get hiring information.