Client Services Coordinator

7 days ago


Cary, North Carolina, United States Carolina Family Estate Planning Full time
Key Responsibilities
If you are passionate about delivering exceptional customer experiences and enjoy working directly with clients, we encourage you to apply for this exciting opportunity as an Estate Planning Legal Assistant at Carolina Family Estate Planning. In this role, you will be responsible for gathering accurate information from clients, ensuring timely completion of active matters, and supporting the Legal Team with various administrative tasks. You will also have the opportunity to conduct signing meetings and maintain accurate records.

The successful candidate will have strong organizational skills, excellent communication skills, and the ability to work independently in a fast-paced environment. A minimum of 1 year of client-facing experience in a law firm or professional services setting is required, along with proficiency in virtual technology and software such as Zoom, Google Workspace, and Microsoft Office. North Carolina Notary Public certification is also highly desirable.

Our company prioritizes the safety and security of our clients and employees, so candidates selected for hire will undergo a background check and/or credit check, depending on the specific position.

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