Client Services

4 weeks ago

Moorestown, United States Posternock Apell, P.C. Full time
Description

Posternock & Apell is seeking a Client Services and Event Coordinator. This role requires a highly organized and proactive individual who will manage intake for estate planning clients, coordinate workshops and events, and provide exceptional service to our clients. The ideal candidate will possess strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.

Responsibilities

Key Responsibilities:

Client Intake and Management:

•Serve as the primary point of contact for clients in the Estates Department, handling inquiries, scheduling appointments, and providing information about estate planning services.
•Conduct intake interviews with clients, gathering necessary information and documents for estate planning, probate, and estate litigation.
•Maintain and update client records and case files in a confidential and organized manner.

Workshops and Events Coordination:

•Schedule and coordinate workshops and events for the Estates Department, including venue selection, speaker arrangements, and logistics.
•Promote workshops and events through various channels, such as social media, email, and community outreach.
•Follow up with attendees to confirm attendance.
•Post-workshop outreach.

Client Contact:

•Point of contact for clients.
•Coordinate and participate in estate planning signings, ensuring all necessary documents are gathered and organized for the signing process.
•Assist attorneys and clients during the signing process, addressing any questions or concerns.

Community Relations and Outreach:

•Develop and maintain relationships with community organizations and groups, scheduling the firm for seminars.
•Represent the firm at community events and functions, promoting our estate planning services and building brand awareness.
•Responsible for setting up and manning booths at community events.

Qualifications

•Bachelor's degree in a related field or equivalent experience.
•Proven experience in client services, event coordination, or a related role.
•Knowledge of estate planning and legal processes is preferred.
•Excellent communication and interpersonal skills.
•Strong organizational and multitasking abilities.
•Proficiency in Microsoft Office Suite and other relevant software.
•Ability to work independently and as part of a team.
•Flexibility to attend workshops and events outside of regular business hours as needed.

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