Client Services Coordinator

MUST READ BEFORE APPLYING:
If you've worked at an Estate Planning Law Firm in Client-Facing Services and want to help make a difference in hundreds of family's lives each year, making great pay while working 100% remote from the comfort of your own home, on top of health benefits, IRA & PTO, and working in a supportive team environment – then this Client Services Coordinator opportunity is for you.

We are looking for a Client Facing Extroverted Team Member who is based in the Pacific Standard Time Zone and who can work on Zoom from 8am-5pm PST, Monday–Friday from the comfort of your home office.

WHAT YOU WILL BE DOING:

- Meeting with Current Clients on Zoom to Review their Estate Planning Documents with Them

- Answer Inbound Intake Calls from Prospective Clients to Qualify Them to Ensure they are a Good Fit for our Law Firm and Services and Schedule them for a Consultation with a member of our Legal Team

- Proofread Our Drafting Team's Estate Planning Documents to Help Ensure High Quality Production of Work for our Clients

- Build Prospective Client Meeting Folders to help our Legal Team prepare for Prospective Meetings

- Assist the Team in Other Areas As Needed (ex: Monitoring a Client's Signing Meeting)

DO NOT APPLY IF:

1) If you do NOT have any experiencing working at an estate planning law firm, please do not apply as your application will not be accepted.

===>> We are NOT here to teach you what a Will vs a Trust is or what a Financial Power of attorney is. *YOU SHOULD HAVE A BASIC UNDERSTANDING OF THE PRACTICE AREA OF ESTATE PLANNING BEFORE YOU APPLY!!!!

We are looking for true Estate Planning Client Services professionals who only need to be trained on our processes and documents – we will not be training you on Estate Planning.

2) If you can NOT commit to being at your home office on zoom from 8am-5pm PST Monday–Friday, then do not apply.

=>> IF YOU HAVE OTHER OBLIGATIONS WHAT WILL NOT ALLOW YOU TO COMMIT TO WORKING 8AM-5PM PST, THEN DO NOT APPLY.

3) If you do NOT have a professional home office that looks & sounds presentable AND is distraction free, then do not apply.

==> THIS IS A 100% REMOTE JOB AND WE EXPECT YOU – AS AN APPLICANT FOR A REMOTE JOB – TO ALREADY HAVE A GOOD HOME OFFICE SET UP (GOOD LIGHTING, GOOD AUDIO, GOOD FRONT FACING CAMERA ON COMPUTER, NO NOISES IN THE BACKGROUND, NO UNPROFESSIONAL DISTRACTIONS IN THE BACKGROUND)

4) If you do NOT like talking to people, then do NOT apply.

5) If you do NOT like very repetitive work, then do NOT apply.

6) If you do NOT like zoom or technology or working from a computer, then do not apply.

7) If you do NOT like working from home, then do NOT apply.

Job Summary:

Elliott Feldman Law Group is seeking an estate planning Client Services Coordinator to join our team. In this role, you will be instrumental in communicating to our clients how our legal team has produced an estate plan that is accomplishing all of the clients' stated goals. Further, you will be fielding inbound calls to our office to communicate the value of our services, qualify good candidates vs not good candidates, and schedule good candidates for consultations on our legal team's calendar.

Finally you will be helping our team with other internal processes including proofreading documentation from the drafting team, organizing prospective client meeting folders for our legal team, and assisting the Client Services Director with any other tasks that our team will need assistance with.

Job Qualifications:

• At least 1 year experience working in an estate planning law firm.
• Comfortable with speaking with people
• Ability to use Zoom and use technology
• Ability to memorize/deliver scripts naturally (acting experience a plus)
• Strong extemporaneous speaking skills
• Confident and professional demeanor
• Located in Pacific time zone
• Self-starter who thrives in a target-oriented environment with minimal supervision.
• Strong interpersonal skills, with the ability to connect with clients in emotionally sensitive circumstances.
• Bachelor’s degree preferred but not required.

About Elliott Feldman Law Group:

Elliott Feldman Law Group is a boutique law firm handling estate planning matters and is looking for the right Client Services Coordinator person to join our growing team. We believe that people are much more than just their physical assets, and we work hard to make sure that both physical and intangible assets are passed down to loved ones. If you share this passion, you might be THE ONE.

Applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you are looking to make a difference in someone’s life and work for a company that is best in class, who will value your consistent effort, and who has opportunities for growth – congratulations – your search is over!

Job Type: Full-time

Pay: $66,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance
• Work from home

Schedule:

• Day shift

Application Question(s):

• Do you have home office that is presentable (computer with front facing camera, good lighting, no distractions in the background, no loud noises from outside)?
• Are you willing to review estate planning documents with clients and summarize for the client what they do if we trained you?
• Are you going to be happy doing very repetitive work that you can become the expert in?
• Do you have an attention span and attention to detail so that you can proofread documents to ensure there are no spelling errors if we trained you what to look for?
• Are you comfortable doing intake calls to explain the value of our service, qualify clients, and take payments for consults over the phone (there will be some light objection handling involved)?
• Describe your past experience (including total length of time) working at an estate planning law firm?
• Can you commit to wearing professional attire to work each day on Zoom? (NO T shirts and sweats)
• Can you commit to working at your home office desk on zoom 8am-5pm PST Mon–Fri without interruption?

Experience:

• Estate Planning Law Firm Client Services: 1 year (Required)

Shift availability:

• Day Shift (Required)

Work Location: Remote

Salary : $66,000