Client Support Services Manager

7 days ago


Cary, North Carolina, United States Carolina Family Estate Planning Full time
About Carolina Family Estate Planning
Carolina Family Estate Planning, a woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and commitment to personal and professional thriving. Our team's dedication to these principles has propelled us to become one of the fastest-growing law firms in the country. We offer a competitive compensation package, flexible work environment, and opportunities for growth and professional development. If you are driven, solution-oriented, and committed to excellence, please consider this opportunity. We are seeking an experienced legal professional to join our team as an Estate Planning Legal Assistant. This is an exciting opportunity for someone who is passionate about helping clients and building relationships, has impeccable attention to detail, and excellent communication skills. In this role, you will work directly with clients to gather accurate information needed for their estate plan, review open matters weekly to ensure they are on track and on time, meet with clients in person and remotely throughout their client journey, and maintain accurate timekeeping records. You will also work well independently and with other team members to provide the highest level of work for our clients. We prioritize the safety and security of our clients and employees, and as part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check.

Responsibilities and Qualifications
- Gather accurate information needed for clients' estate plans
- Review open matters weekly to ensure they are on track and on time
- Meet with clients in person and remotely throughout their client journey
- Maintain accurate timekeeping records
- Work well independently and with other team members to provide the highest level of work for our clients
- Handle sensitive financial information and be responsible for documenting, scanning, and saving it
- Provide funding support to the Legal Team
- Manage the department calendars and schedules for various meetings
- Serve in a support capacity for the Administrative Assistant when needed
- Attend occasional after-hours workshops as Witness or Notary

What We Offer
We offer a generous benefits package, flexible work environment, results-based incentives, professional education, and career-growth opportunities for those who are motivated to continue growing their professional experience.

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