👨‍💼👩‍💼CLIENT SERVICES COORDINATOR- Law Office (concord / pleasant hill / martinez)

CLIENT SERVICES COORDINATOR FOR OUR FAMILY-FOCUSED LAW PRACTICE Would you love to help families in our community do the right thing for the people they love? Have you worked in financial services, handled real estate closings or helped clients complete insurance applications? Are you self-motivated, easy to get along with, and detail oriented? If so, you might be the key team member we are seeking.
Park Legacy Law Firm is a family oriented entrepreneurial law firm with a mission of making the lives of families and small business owners better and we are seeking a sharp, driven, friendly Client Services Coordinator to become part of our team for the long-term.
This is a full-time (FT), salaried position with a lot of room to grow, as we are just in the process of establishing our systems, and will need you to take the lead on implementation and execution on our behalf, using the technology and training we’ve invested in to support you.
Our office is located in Pleasant Hill, in the East Bay, California.
We are open typical business hours, and you will be expected to work the bulk of your hours within that time frame, plus one evening a month, and a few Saturdays/year.
You MUST be familiar with using the computer and able to handle or quickly learn working with several different databases of information across platforms such as in Google Drive, Google Forms, CRM software (Asana or Trello), and Calendly.
One of your most critical and immediate jobs will be to learn, understand and master these various systems that support us to serve our clients and ensure they have a “Wow!” experience every time they interact with our office.
We are a very small team, which means you will need to figure some things out on your own and be able to creatively problem solve to create more efficiency in the delivery of our service.
If you are the right person, you’ll be ready to jump in and pick up donuts or quickly respond to an urgent client matter, when that’s necessary.
But, the most important part of your job involves talking with our prospects who are curious about our services, educating them about our process, and then once they hire us, ensuring that we get their chosen estate plan completed, signed, delivered and done right.
In the early days of our work together, while in training to serve clients, you may be helping with our marketing efforts, getting our lawyer out in the community, setting up speaking engagements, identifying expos for us to attend, exhibit and speak at, and auctions where we can contribute, and otherwise getting our firm seen and heard in the community.
Then, you will follow up on leads and set appointments for what we call a “Family Wealth Planning Session” during which we consider family dynamics, assets and what the ideal plan is for each family we work with.
From there, you will help us deliver on the chosen planning solutions for each client.
You must be able to think on your feet and make smart decisions.
Is this an easy job? Definitely not.
However, the potential for growth and long-term employment is high, and if you’ve been seeking to work in a family atmosphere where you can make a real impact in the lives of the people in our community, we would love for you to apply to work with us.
Compensation will include base pay + bonus based on reaching overall goals of the practice.
We will be transparent about the firm goals, and how you will contribute to the firm meeting those goals.
If you would love to grow with us for the long-term, and you are able to support us to serve our clients as THE go to lawyers for families and small business owners in our community, PLEASE APPLY AS FOLLOWS: Hit REPLY to this post & send us an email that clearly conveys in bullet points: 1.
WHY you would be a great fit for our team 2.
with details about your past experience working directly with clients, 3.
working within various software platforms, and 4.
how working with our office fits into your long-term career plans.
5.
Please include your base salary requirements plus your ideal compensation as we work together to hit our goals.
6.
BONUS: if you add a video with these details to your application, we’d love to see your personality shine through as part of your application.
7.
If you know your Kolbe, Myers Briggs , Enneagram Type, DISC, Gallup StrengthsFinder or any similar “work style” types, please include that information in your letter or video.
Please put “I’m THE ONE” in the subject line of your email.
Any emails without the correct subject line won’t be opened.
SKILLS NEEDED: -Organized -Highly detail oriented -Socially intelligent & great people skills -Excellent at using computer and software; loves to learn new automation solutions to organize processes (Huge plus for understanding apps like Clickfunnels, Calendly, Type Form, and Zapier) -Strong knowledge of business English in composition to include correspondence, reports, and various other materials.
-Good communication skills.
-Good mathematical skills.
-Ability to work independently with minimal instructions.
-Ability to prioritize workload based on internal and external customer needs.
-Ability to meet and deal with internal and external customers in a professional manner.
-Strong critical thinking skills.
-Proficient in MS Office with a minimum of 2 years’ experience.
-Proficient Google Suites (calendar, drive, workspace) PREFERRED: -2 – 4 years’ experience in an Administrative Assistant position and/or sales experience.
-Excited by the idea of using software to communicate with prospects and clients on a personalized and automated basis PERKS OF WORKING WITH US: ✔️Opportunity for growth in the role, responsibilities and promotion (bonus, pay raises, possible commission opportunities) ✔️First 90 Days Training Provided (In-Person).
✔️Upon successful completion of the training period, Work from Home 50% of the time ✔️Family friendly office ✔️Where your ideas directly contribute to the company’s growth