Description

Posternock & Apell, P.C. is in search of a Legal Intake and Client Services Coordinator for our Moorestown, NJ office. We are looking for a detail-oriented and proactive individual to oversee client intake processes for estate planning, organize workshops and events, and deliver exceptional client support. The ideal candidate should have excellent communication abilities, a keen eye for detail, and the capacity to juggle multiple tasks effectively within a dynamic setting.

This is a new position that allows for a motivated individual to make it their own and lead the development and growth of the department. If you are a go-getter and looking to advance your career in a position that offers tons of potential- this job is for you

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.
•Run and Manage the CRM system.

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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