Estate Planning Intake Coordinator

5 days ago


Rocklin, California, United States Goff Legal, PC Full time
Job Description

We are seeking an experienced Estate Planning Intake Coordinator to join our team at Goff Legal, PC. This is a full-time in-office position that offers a competitive salary of $45,000 - $50,000 per year.

The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work well under pressure. As an Estate Planning Intake Coordinator, you will be responsible for organizing paperwork, performing data entry, and screening incoming potential client phone calls.

You will also assist with various office tasks such as email correspondence, document management, data organization, and research. Additionally, you will help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team.

To be successful in this role, you should have solid data entry, spreadsheet management, and computer skills. Full familiarity with the Microsoft Office suite, with advanced Excel proficiency is required. Previous legal experience is a plus, but not necessary.

We offer a comprehensive benefits package, including health insurance, paid sick time, paid time off, and matching 401(k). Our team values education and improving systems to make the office more efficient and productive. We believe in creating a client-centered experience.



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