Job Description

Full-Time Client Concierge Position Overview:

At Law Mom®, we pride ourselves on providing compassionate, client-centered estate planning services. Our mission is to empower clients through education and deliver 5-star care at every step. We believe in teamwork, accountability, and community-focused service. If you’re passionate about making a difference and helping families secure their legacies, we invite you to join our team.

Key Responsibilities (including but not limited to):

• Client Reception and Front Office Support: Greet clients with warmth and professionalism, answer calls, schedule appointments, and manage front office communications.
• Liaison with Office Manager: Serve as a bridge between the office manager and other team members to ensure smooth daily operations, including tracking office supplies and handling administrative tasks.
• Assist with Policy and Procedure Development: Collaborate with the office manager and leadership team to develop, refine, and implement office policies and procedures to ensure consistency and efficiency across operations.
• Jump in When Needed: Be flexible and able to step into various roles as required, whether assisting with client inquiries, supporting the legal team, or covering for colleagues during busy periods or absences.
• Client Assistance: Provide a personalized experience for clients, ensuring they feel comfortable and well taken care of, answering questions, and managing client check-ins.
• Document Proofreading and Review: Ensure the accuracy of documents and notify the legal team of any corrections or issues that arise.
• Document Organization: Organize legal documents into client binders with attention to detail, following specific systems and procedures.
• Document Preparation: Print, tab, and prepare legal documents for client meetings and binders.
• Scanning & Digital Filing: Scan hard-copy documents and manage digital filing, categorizing them per firm protocols.
• Cloud File Management: Maintain and organize digital documents in the cloud, following systemized processes.
• Notarization & Witnessing: Assist in notarizing and witnessing legal documents during client signings (notary license required or willingness to obtain).
• Deed Recording: Handle deed recording, track filings, and manage necessary corrections.
• Form & Template Management: Work with fillable forms and templates, preparing documents for client use.
• File Audits: Ensure legal documents are complete with correct signatures and notarizations, addressing any discrepancies.

Required Skills and Qualifications:

• Exceptional organizational skills and attention to detail.
• Proficiency in Microsoft Word, Excel, Adobe, and experience handling PDFs.
• Excellent computer and technology skills with the ability to manage digital files and cloud-based systems.
• Friendly, professional demeanor with strong client service skills.
• Ability to collaborate in developing and maintaining office policies and procedures.
• Notary license (or willingness to become a notary).
• High level of integrity, respecting client confidentiality at all times.
• Strong typing, word processing, and data entry skills.
• Excellent verbal communication and interpersonal skills for client and team interactions.
• Flexibility and initiative to jump into various roles as needed.
• Knowledge of Wealth Counsel is a plus but not required.

Hours and Compensation:

• Full-Time Position (40 hours per week).
• Must be available for two evening shifts per month (1-2 hours each).
• Starting rate: $22.60 - $24.50 with potential for a pay increase based on key performance indicators (KPIs).
• Opportunity for bonus compensation based on firm profitability.
• Potential for benefits based on performance and tenure.

Why You’ll Love This Job:

• You’ll be working in a fast-growing law firm where you’ll help clients emerge from an overwhelming process with peace of mind.
• Growth opportunities are available as the firm expands, with potential for increased compensation and benefits.
• You’ll be part of a dedicated and caring team that values initiative and organization.
• You’ll have opportunities to collaborate on developing office policies and be an integral part of an efficient, innovative team.

At Law Mom®, we are driven by a commitment to providing 5-star client care. We prioritize personalized, compassionate service that ensures every client feels heard, empowered, and cared for. Our firm operates with the highest standards of integrity, ensuring transparency and honesty in everything we do. We believe in educating our clients, helping them make informed decisions about their estate planning. As a team, we work together with a focus on innovation, always seeking creative solutions to meet our clients’ unique needs. Our commitment to community engagement drives us to give back and make a positive impact on those around us. Above all, we value team collaboration, always putting the firm’s mission and our client’s well-being first.

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