Legal Client Services Coordinator

1 week ago


Houston, United States Local Estate Planning Law Firm Full time

Job DescriptionJob Description

This is an in person/on site position at our office in the Galleria area

Job Responsibilities:

  • Ensuring quality customer service to clients, potential clients, and their families
  • Managing incoming client or prospective client calls
  • Data entry into case management database and file management (Physical and Electronic)
  • Scheduling office appointments for staff and confirming calls for workshops and initial meetings
  • Preparing client files
  • Mailing & sorting deliveries
  • Providing administrative support to attorneys and staff
  • Organizing and stocking of waiting area and conference rooms

Candidate Qualities:

  • Extremely organized
  • Team player - able to take direction & strives to make life easier for other team members
  • Able to prioritize and manage their own time

Required Experience:

  • PC, Mac, Microsoft Office, database management, basic office software and hardware
  • 2+ years of college education
  • minimum 1 year experience working at a law firm

Preference given to candidates with:

  • 2+ years’ experience at a law firm
  • Previous work in a law office which specialized in estate planning, probate, Medicaid, VA
  • Experience with ActionStep database system

Preferred Skills: Relationship Management, Communication Skills, Coordination, Project Management, Reporting Results, Process Improvement, Initiative, Planning, Time Management, Organization, Financial Skills, Proficient with Microsoft Office, Knowledge of Technology, Experience with Databases, Team Player.



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