Job Details
Job Description
Are you a changemaker seeking to impact your community in a truly compelling way?
Little Law Office LLC is looking for an Estate Planning Practice Coordinator to join our office, in a position of continuous growth. The Estate Planning Practice Coordinator will drive lead conversion and client interaction across the entire estate planning lifecycle, including supporting the managing attorney in drafting, finalizing and executing estate plans. We are looking for someone who is dedicated and consistent, with an interest in learning and helping our clients.
Established in 2004, Little Law Office is the small law firm with the big heart. We work primarily with Catholics, in and around Centennial. We are a purpose-driven law firm, anchored by a desire to assist our clients in building a legacy for their families.
Key Attributes
Self-starter
Hardworking
Detail-oriented
Approachable, compassionate, empathetic, and emotionally intelligent
Dedicated to continual self-improvement
Intellectually curious
Duties and Responsibilities
Manage lead intake pipeline
Schedule meetings, collect payments & gather documentation
Generate estate plan drafts
Gatekeep for all client communications
Act as a case mover , to remove workflow bottlenecks
Manage client maintenance program
Provide outstanding customer service to existing and potential clients
Maintain confidentiality and exercise discretion and good judgment
Skills and Qualifications
Associate's Degree, certificate, or equivalent work experience
At least 3-5 years of working experience as an administrative assistant or paralegal in an estate planning law firm
Ability to organize, prioritize, and manage a workload with a positive attitude and minimal supervision
Comfortable with computers and technology and can troubleshoot routine issues
Experience with Microsoft 365, DecisionVault, WealthDocx preferred
Strong communication and interpersonal skills
Strong interest in estate planning law and helping people
Salary and Benefits
Salary commensurate with experience, plus bonuses
PTO
In-Office role
Submit resume & 3 professional references with application.