Job description:
Job Title: Legal Operations Specialist / Client Services
Company Overview: At Lansky Law Firm, we are a small firm dedicated to giving our clients peace of mind. It is our goal to give clients complete control over their assets and affairs while they are alive and after they pass away, in order to preserve their legacy and receive the care they deserve. We specialize in comprehensively managing Estate Planning, Probate, and Medicaid matters.
Job Description: As a full-time Legal Operations Specialist / Client Services, you will be responsible for working closely with our Attorney and Legal Assistant in order to facilitate the completion of Estate Plans, Probate, and Medicaid matters. A successful candidate will be trained to accomplish the following daily activities:
· Maintain important spreadsheets in office database (i.e. master file, monthly dashboard, 6 month review etc.)
· Enter and maintain client information into database
· Set-up matter billing
· Prepare monthly billing; print and send invoices to clients
· Enter general ledger entries quarterly
· Prepare and file UCC forms in multiple states
· Prepare various documents for filing, i.e. quit claim deeds, affidavits of heirship
· Prepare estate planning notebooks prior to client signings
· Preliminary and follow-up calls to Prospects and Clients
· Call and schedule client appointments
· Check and return voicemails and e-mails
· Attend training events and other events as needed
Qualifications:
· Bachelor’s Degree
· Task management skills are critical
· Administrative/clerical/technical skills, and the ability to learn to operate necessary office equipment and software
· Technology know-how is a plus
· Ability to manage multiple casefiles at once
· Demonstrate aptitude for working in sensitive environments that require a high degree of confidentiality
· Skilled writer
· Ability to shadow another and apply newly learned skills
· Excellent communication skills
Salary: Salary commensurate with experience
Salary Range: $40,000 - $45,000
Location: In office 5 days a week, full time
To apply, please send a resume and cover letter to: [email protected]. Please understand that your application will not be considered if you do not email the above address. Please include in your cover letter: how your qualities align with our mission and why you desire to work with us.