Estate Planning Client Experience Coordinator
1 week ago
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.
- 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.
- 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.
- 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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