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Job Description:
Join us as a Client Happiness Coordinator supporting a sophisticated estate planning practice. In this role, you will help ensure that client matters move smoothly from document preparation to final signature and storage. Your work will focus on organizing documentation, coordinating client communications, and supporting attorneys with operational workflow tasks. This position is ideal for someone who enjoys working in a structured environment, communicating professionally with clients, and keeping complex processes organized. The right candidate is proactive, polished, highly detail-oriented, and comfortable managing multiple moving parts while delivering a concierge-level client experience.
Monthly Compensation: 1,060 to 1,150 USD
Responsibilities include, but are not limited to:
• Track the progress of matters using Lawmatics CRM workflows.
• Manage document delivery through client portals.
• Communicate with clients regarding document logistics and next steps.
• Coordinate signing meetings both remotely and in person.
• Compile and review PDFs of executed documents.
• Prepare final signature document packages
• Prepare trust funding instruction letters and trust memos.
• Maintain matter checklists to ensure files move smoothly through each stage.
• Upload executed documents to the firm’s cloud storage systems.
• Provide assistance to clients when they need help signing documents.
• Send documents to clients for review and signature.
• Format and organize legal documents and supporting materials
• Assemble draft document packages for client review
• Assist with workflow management and CRM updates.
• Upload and manage documents within ShareFile, OneDrive, and internal portals.
• Coordinate with financial advisors and institutions when necessary.
Requirements:
Requirements:
◦ Strong written and verbal English communication skills
◦ Ability to manage client correspondence in a professional and polished manner
◦ Excellent organizational skills and attention to detail
◦ Ability to manage document workflows and multiple client matters simultaneously
◦ Comfortable coordinating with attorneys, clients, and financial professionals
◦ Law firm experience preferred but not required
Technology and Tools:
◦ Adobe Acrobat
◦ Microsoft 365 and SharePoint
◦ ShareFile
◦ Lawmatics CRM
◦ OneDrive
• Time Zone: Eastern Standard Time (New York, EST)
• Schedule: Monday through Friday, 9:00 AM to 5:00 PM EST
• Industry: Estate Planning and Probate Law
Required Skills
• Strong client communication and customer service skills
• Excellent organization and document management abilities
• High attention to detail
• Professional and polished client interaction
• Strong written and verbal English proficiency
• Ability to manage multiple workflows and priorities
• Proactive and self-driven work style
• Collaborative team player
• Adaptability in a fast-paced professional environment
• Strong problem-solving mindset
Work Shift:
Languages:
English
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
