Client Services Coordinator

$39,000 - $41,350/Yr

CF Legal, PC - Flint, MI

Full-time

Flint, MI

About the position

The Client Services Coordinator at CF Legal PC plays a crucial role in facilitating communication between clients, attorneys, and staff, primarily focusing on estate planning and trust administration. This position is essential for ensuring that clients receive timely support and that their legal needs are met efficiently.

Responsibilities

• Act as the primary point of contact for clients, ensuring timely and professional communication.
• Assist in managing the estate planning process, including gathering client information, scheduling meetings, and tracking progress.
• Support trust administration tasks, such as coordinating asset transfers, funding trusts, and updating financial records.
• Prepare and organize estate planning documents, including wills, trusts, powers of attorney, and other related paperwork.
• Ensure accuracy and completeness of client files and records in accordance with firm protocols.
• Collaborate with attorneys to follow up on pending tasks and ensure timely completion of client matters.
• Handle client inquiries regarding their estate plans and provide updates on case status.
• Manage deadlines and ensure all required documentation is submitted to relevant parties.
• Assist with billing, invoicing, and tracking payments.
• Maintain client confidentiality and adhere to all legal and ethical standards.

Requirements

• Proven experience in a client service role, preferably within a law firm or related industry.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Familiarity with estate planning and trust administration is highly preferred.
• Proficiency in Microsoft Office Suite and legal practice management software.
• A client-focused attitude with a commitment to providing top-notch service.

Nice-to-haves

• Knowledge of social media and email marketing is a plus.

Benefits

• Competitive salary and benefits package.
• Opportunities for professional growth and development.
• A supportive and collaborative team environment.