What are the responsibilities and job description for the Client Liaison / Legal Assistant position at Omni 360 Advisors LLC & Omni Legacy Law?
About Omni Legacy Law & Omni 360 Advisors LLC
Omni Legacy Law and Omni 360 Advisors LLC are dynamic, collaborative organizations focused on delivering integrated legal, financial, and tax solutions. We are a team of accountants, financial advisors, and attorneys who take pride in being resourceful, compassionate, and proactive problem-solvers.
Based in Plainsboro, New Jersey, we serve a diverse client base locally and around the world. Our approach combines cutting-edge technology with a high-touch, client-centered focus.
About the Role
As a Client Liaison / Legal Assistant, you will be the heartbeat of our client communication and legal support operations. This role requires exceptional organizational and interpersonal skills, as you’ll be the primary point of contact for clients, managing legal workflows, documentation, and internal coordination.
You’ll work closely with a collaborative team, receive input and tasks from multiple departments, and help ensure smooth delivery of legal and financial services. Comfort with both current and emerging technologies is essential, as we continually innovate our internal systems to better serve clients and streamline processes.
Key ResponsibilitiesClient Communication & Scheduling
- Serve as the first point of contact for current and past clients
- Coordinate and schedule internal and client meetings
- Apply meeting prep workflows (review meetings, design meetings)
- Monitor and respond to client inquiries (via MyCase and other platforms)
Pipeline Management
- Open and maintain client cases in MyCase, SharePoint, etc.
- Clean and update client files; implement workflow changes
- Keep team aligned on deliverables and timelines
Billing Support
- Process accurate monthly income reports by the 1st of each month
- Review billing activity and escalate items requiring attorney review
- Collaborate with billing department to ensure proper fee management
Legal & Administrative Support
- Create EINs for trusts and business entities
- Manage legal documents (print, collate, scan, and organize into binders)
- Track meeting action items and maintain detailed notes
- Provide administrative support for probate, business succession, and special cases
- Assist with in-person signing meetings (notary/witness) and maintain legal formalities
- Order and maintain supplies for the legal department
Requirements
- Bachelor's Degree preferred
- 2 years of client-facing experience (legal or financial services a plus)
- Strong communication and organizational skills
- Comfort with existing technologies and eagerness to learn and embrace new tools
- Ability to receive work from multiple team members and prioritize effectively
- Proven skill in managing multiple projects with competing deadlines
- Familiarity with legal or case management systems (e.g., MyCase) is a plus
- Ability to thrive in a fast-paced, team-based environment
Job Type: Full-time
Pay: $22.00 - $28.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible spending account
- Free parking
- Health insurance
- Health savings account
- Opportunities for advancement
- Paid time off
- Professional development assistance
- Retirement plan
Schedule:
- Monday to Friday
Application Question(s):
- How far do you reside from our office in Plainsboro, NJ?
- If hired, how soon would you be available to start?
Experience:
- Professional/Office environment: 2 years (Preferred)
Ability to Commute:
- Plainsboro, NJ 08536 (Required)
Work Location: In person
Salary : $22 - $28