What are the responsibilities and job description for the Client coordinator position at Steinbacher Goodall & Yurchak?
Do you have a heart for serving the aging population? Are you looking for a change of pace or better work / life balance while making a difference each day?
Then this role could be for you! This position sets the standard of high -quality and empathetic service that our firm takes pride in providing to our clients.
Whether scheduling appointments, leading the intake process or following through on multiple internal tasks, this role requires communicating effectively, courteously and professionally with clients and staff members.
The preferred candidate should possess attention to detail, a willingness to assist others, and excellent communication.
No legal experience is required and on-the-job training will be provided. This position is for our Williamsport office working in-person Monday through Friday 8 : 30 a.
m. to 5 : 00 p.m. with an hour unpaid lunch. Essential Duties and Responsibilities Front Desk Maintain front desk / reception area daily.
Greet clients arriving to office for appointments, drop offs or to ask questions. Communicate with all clients / guests in a professional and friendly manner.
Oversee mail and package coordinator including, sorting, delivery and scanning. Phone Responder Serve as a phone responder to answer phone calls, direct caller to appropriate staff member and / or email appropriate department a message related to the call.
Maintain a professional and pleasant manner on the phone. Limit callers time on hold, apologize for delays. Scheduling Assist clients or potential clients with scheduling appointments or initial consultations by creating appointments in Outlook / Zoom and updating our client database.
Manage Outlook calendars for various staff members to ensure all appointments are correctly listed across individual and office calendars.
File Management Assist with preparing files for new clients / maintaining old files Assign tasks to staff to advance files from potential client status through the client process and concluding in the inactivating file stage once work is completed.
Writing / Information Gathering Coordinate the intake process in order to understand clients' needs and wishes for effective planning.
Gather personal, family, health and asset information and compile assets into a Client Information and Asset List. Order tax assessment cards and title searches for clients’ real estate.
Prepare and proofread correspondence. Record documents at the county courthouse as well as at the Department of State, IRS, the Office of Veteran’s Affairs, and the Department of Public Welfare.
Shows ability to quickly finish very detailed work. Navigates computer programs with ease. Proficient in Microsoft Office applications (Work, Excel, Outlook).
Compensation based on experience About Steinbacher, Goodall & Yurchak At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth.
Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable?
If so, we may have a place for you on our team! We have offices in Williamsport, State College, Altoona, Wilkes-Barre, Muncy, Wyalusing, and Wysox, PA.
We also have opportunities for virtual positions! Our employee benefits include : Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance. Powered by JazzHR
Last updated : 2024-11-07
