Location:
This position is initially offered as a hybrid role, allowing for a blend of remote and in‑office work. However, as client base and operational needs expand, this role is structured to transition into a full‑time, in‑office position. Candidates should apply with the expectation and availability to work on‑site at our Devon, PA office five days a week once the growth milestone is reached.
Responsibilities
Phone Management
* Answer, screen, and direct calls to the correct individuals
* Take precise messages and deliver to the correct individuals
Office Management
* Print and prepare estate planning portfolios for in‑office signings
* Maintain office and office inventory, order supplies, and communicate marketing material needs
* Receive mail, deliveries, and packages
* Maintain logs of incoming and outgoing mail and/or deliveries
* Direct all mail and deliveries to the proper person
* Prepare all outgoing mail
Client Support
* Attend in‑office signings as a witness or notary
* Assist clients who stop by to drop off information at the office
Administrative Management
* Prepare the conference room before signing with the correct documents, folders, pens, gifts, etc.
* Meticulously print all necessary estate planning documents and prepare a portfolio for client signings, ensuring accuracy and readiness
* Scan documents after the client signs and upload to the client's folder
* Client portfolios are labeled, built, and maintained in an orderly fashion, with records of outstanding items
Qualifications
* Exceptional Organizational Skills: Ability to manage multiple tasks, deadlines, and diverse responsibilities with precision and efficiency.
* Strong Communication Skills: Excellent written and verbal communication for interacting with clients, drafting newsletters, and managing social media.
* Attention to Detail: Critical for preparing legal documents, managing client information, and ensuring accuracy in all communications.
* Proficiency in Digital Platforms: Experience with social media management tools, email marketing platforms, and CRM systems.
* Proactive and Self‑Motivated: Ability to work independently, anticipate needs, and take initiative.
* Customer Service Orientation: A friendly, professional demeanor with a genuine desire to assist clients and provide a positive experience.
* Adaptability: Comfortable in a dynamic environment, capable of adjusting to evolving responsibilities as the Philadelphia office grows.
Compensation
$41,000 - $43,500 yearly
About Entrusted Legacy Law
At Entrusted Legacy Law, we help people protect their Life & Legacy.
Our Mission
* Provide exceptional legal services with dedication and compassion
* Empower individuals to safeguard their Life and preserve their Legacy
* Communicate promptly and clearly
* Explain legal concepts in simple, direct terms
* Respect your opinions and welcome your feedback
* Care deeply about clients and their loved ones
Our Commitment
* Take time to understand your unique circumstances and goals
* Tailor legal solutions to fit your needs
* Help you navigate complex legal matters with confidence
* Support your present peace of mind and future security
* Deliver a thoughtful, client-centered experience every step of the way
#J-18808-Ljbffr