Estate Planning Specialist
6 days ago
Job Summary
We are seeking a highly skilled Estate Planning Specialist to join our team at Rochester Law Center PLLC. As an integral part of our law firm, you will be responsible for providing exceptional customer service and ensuring the smooth intake process for new clients.
About Us
Rochester Law Center PLLC is a rapidly growing estate planning and probate law firm based in Rochester, MI. We are dedicated to delivering personalized legal services to our clients and providing a supportive work environment for our staff.
Responsibilities
- Evaluate new callers and determine their case fit based on our law firm's criteria.
- Set appointments for new callers who meet our criteria to keep our lawyers' schedules organized.
- Manage office correspondence and administrative tasks, including answering phone calls, responding to emails, and confirming appointments with potential and current clients.
- Supervise new client onboarding and current client files through data entry and paperwork collection to ensure efficient management of our cases in our CRM system.
- Receive clients into the office, seat them, and make them feel comfortable.
- Receive and record client payments.
- Assist attorneys and paralegals with the creation of various estate planning and probate documents.
- Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
Requirements
- Prior experience working with customers on the phone is essential.
- A strong understanding of Microsoft Office products is required.
- Proficiency in Gmail, Google Calendar, and QuickBooks is preferred.
- Excellent communication skills and attention to detail are necessary.
- The ability to follow instructions and maintain confidentiality is also required.
- A high school diploma or equivalent is required; a bachelor's degree or paralegal certification from an ABA-approved program is preferred.
- CRTM and case management software experience is a plus.
Compensation
$45,000 - $55,000 per year, depending on experience.
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