The Law Offices of David L. Carrier, P.C is an Estate Planning and Elder Law firm with offices in Grand Rapids, Holland, Norton Shores, and Portage. Our team works together to preserve our clients’ assets, through superior estate planning documents, to avoid nursing home poverty.

Statement of Purpose:

The Workshop Event Coordinator for our Grand Rapids location, with some travel to our Holland, Norton Shores offices, and any other event centers as needed, will be our client's point of contact throughout the Estate Planning process. They will also be responsible for executing companywide events. The ideal candidate must have outstanding people skills, proven sales background, excellent follow-up skills, ability to multi-task, and genuinely want to impact someone’s life.

Objectives, tasks, duties, functions & responsibilities:

• Preparation and management of estate planning workshops including scheduling, registration, room set-up, ZOOM webinar set-up and client follow-up using internal CRM software programs. Also responsible for tracking results on Excel and achieving conversion goals.
• Partnering with the Client Service Supervisor to evaluate results, successes, and ideas for improvement.
• Client service – Answer, transfer, document calls. Create statements, accept payments, and draft letters.
• Administrative – Maintain organized workshop facilities.
• Business Development – Connect with networking groups and volunteer organizations to promote the firm through events, and develop relationships to grow the business.

Education Required: High School

Qualifications:

• Minimum two years sales or customer service experience
• Proficient in all Microsoft office programs, specifically Excel
• Excellent communication skills, both verbal and written
• Have a heart for seniors and making a difference every day

Benefits:

• Medical and Dental
• Teladoc
• Vision
• Short-term Disability
• Voluntary Accident and Illness
• PTO and paid holidays
• Pine Rest Employee Assistance Program (EAP)
• 401(k) with 3% match

Work Location: Your main office will be Grand Rapids with occasional travel to our locations in Holland, Norton Shores, Portage, and satellite events centers when needed

Hours: Full-time

* This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.