About Us

Fortified Elder Law is a growing, respected firm dedicated to providing comprehensive legal services and unwavering support to seniors and their families. Our team operates with integrity, compassion, and excellence, empowering our clients through personalized guidance and advocacy. With our close-knit team and collaborative work environment, you will have the opportunity to shape the future of our firm and make a meaningful difference in the lives of our clients.

Our Core Values

• Education: We are committed to educating our clients and the community about Medicaid and estate planning to empower them to make informed decisions.
• Community: We believe in giving back to our community and supporting local organizations and initiatives, including SeniorAge, the Walk to End Alzheimer’s, and the Hospice Foundation of the Ozarks.
• Service: We are dedicated to providing exceptional service to our clients, ensuring they receive the support and guidance they need.

Job Summary

We are seeking a detail-oriented and organized individual to join our team as a part-time Client Support Specialist. This position is ideal for recent college graduates looking to gain office experience, learn to read financial documents, and correspond/communicate with financial and professional institutions. On-the-job training will be provided.

Responsibilities:

• Scan files and documents to maintain electronic records.
• Conduct data entry tasks to update and maintain client records.
• Fax documents as needed for client cases.
• Create PDFs containing relevant documents for client records.
• Conduct phone calls and correspond with clients to provide updates and gather necessary information.
• Master our CRM software to manage client information efficiently.
• Prepare financial documents and professional-facing documents as required.
• Prepare government forms accurately and in a timely manner.
• Utilize government websites and internal systems to track client files and ensure accurate documentation.
• Become familiar with financial statements and relevant documents.
• Request and analyze financial documents and statements from clients.
• Make phone calls to financial institutions to request documents and information.

Qualifications:

• Bachelor's degree preferred, or equivalent work experience.
• Excellent communication skills, both written and verbal.
• Comfortable spending 25-33% of job time on the phone.
• Strong attention to detail and ability to organize and prioritize tasks efficiently.
• Ability to work independently and collaboratively within a team environment.
• Prior office experience, preferably in a client-focused role or administrative support.
• Proficiency in Microsoft Office Suite and experience with database management.

Joining our team means being part of a supportive environment where your contributions make a real difference in the lives of families in need. If you share our values and are committed to providing exceptional service, we encourage you to apply.

Job Type: Part-time

Pay: $15.00 - $18.00 per hour

Expected hours: 25 – 30 per week

Benefits:

• Paid time off

Schedule:

• Day shift
• No weekends

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office: 2 years (Required)

Work Location: In person