Estate Planning Client Experience Coordinator

1 week ago


Annapolis, Maryland, United States Stouffer Legal Full time
Job Summary

We are seeking a highly skilled and dedicated Estate Planning Client Experience Coordinator to join our team at Stouffer Legal in Annapolis, Maryland. This is an exciting opportunity for a customer-focused professional to provide exceptional support to our attorneys and clients.

Key Responsibilities
  • Client Hospitality: As the first point of contact for our clients, you will ensure a warm welcome and seamless experience by assisting with seating, providing refreshments, and coordinating client meetings.
  • Phone Support: Respond promptly to incoming calls, answer questions, and route calls to the appropriate team members while maintaining a courteous tone.
  • Attorney Support: Prepare necessary documents and materials for attorney meetings, assist with coordination, and ensure a smooth experience for our lawyers.
  • Administrative Tasks: Handle scanning, printing, document organization, and updating client files in our CRM system, requiring strong organizational skills and attention to detail.
  • Office Cleanliness: Maintain a clean and organized work environment by tidying communal areas, washing dishes, and sanitizing conference rooms after use.
Requirements and Qualifications
  • Previous customer service experience is preferred but not required.
  • Exceptional interpersonal skills to provide a warm welcome and professional interaction with clients.
  • Strong organizational skills to manage administrative tasks efficiently.
  • Detail-oriented and capable of multitasking in a fast-paced environment.
  • Familiarity with office equipment, such as printers, scanners, and CRM software.
  • A proactive attitude and a team player mentality.
  • Ability to maintain confidentiality and handle sensitive client information discreetly.
  • Flexibility to adapt to the dynamic needs of a high-volume estate planning law firm.
Compensation and Benefits
  • The estimated annual salary for this position is $45,000 - $55,000, paid bi-weekly.
  • Eligible for comprehensive benefits upon start date, including health insurance with a 50% company contribution, dental and vision insurance, short-term and long-term disability insurance, basic group-term life insurance, 401(k) contribution with a 3% match, and paid-time off starting at 15 days per year.
  • Paid holidays include New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Christmas Day, and one additional floating holiday.
What We Offer
  • A competitive compensation package.
  • A comprehensive benefits program.
  • Paid training and opportunities for professional growth within the firm.
  • A dynamic and supportive work environment.


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