Client Services Coordinator / Paralegal

$55,000 - $55,000/Yr

Legacy Counsellors, P.C. - Holyoke, MA

Full-time - Entry Level

Onsite - Holyoke, MA

Professional, Scientific, and Technical Services

About the position

The Client Services Coordinator / Paralegal position at Legacy Counsellors, P.C. is a full-time role focused on providing exceptional client service and administrative support within a dynamic law firm specializing in estate planning, wealth management, and real estate. The ideal candidate will be organized, detail-oriented, and possess a can-do attitude, contributing to the firm's mission of delivering outstanding legal services while also having opportunities for personal and professional growth.

Responsibilities

• Manage and prioritize high volume caseload
• Work with members of the staff and attorneys in assisting with their clients and projects
• Provide exceptional customer service and develop strong client relationships
• Screen and schedule appointments for attorneys
• Draft outgoing mailings and correspondence
• Prepare, edit and proofread trusts, estate planning documents, real estate documents and business documents
• Assist staff and Attorneys with tracking caseload, monitoring and following up on requests and action items
• Serve as a witness for document signings
• Self-manage follow up on delegated assignments
• Retrieve, input and submit financial forms
• Maintain client files
• Maintain client confidentiality

Requirements

• Proficiency with Microsoft Office Suite including Word, Excel, Outlook, PowerPoint, and Adobe Acrobat
• Experience handling formation and maintenance of corporations, LLCs, and partnerships; experience working for a business attorney preferred
• 3 or more years in administrative functions or equivalent; previous accounting or financial services experience a plus
• Experience in drafting residential real estate documents; previous experience in a real estate firm a plus
• Team-player, reliable, detail oriented, driven, motivated, thorough, honest, exceptional organizational skills and follow through
• Ability to think and communicate with numbers, diagrams, and spreadsheets
• Capable of multi-tasking and prioritizing high-volume workload effectively
• Strong computer skills, generally
• Excellent math and language skills and a penchant for accuracy
• Willing to learn this unique field of law
• Consistent, low-key, deadline oriented, client-friendly attitude

Nice-to-haves

• Experience in drafting residential real estate documents
• Previous experience in a real estate firm
• Previous accounting or financial services experience

Benefits

• Free parking
• Profit sharing
• Paid holidays
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• 401(k) matching
• Employee discount
• Paid sick time