What are the responsibilities and job description for the Front Desk Receptionist position at Adams, Suren Attorney - Adams Law Office, LLC-Estate Planning?
We are a boutique estate planning and probate firm seeking a client-focused individual who can manage our client intake, support, and case management. This team member is responsible for creating a relationship with potential clients to determine their needs, scheduling the appropriate consultation, and creating an inviting environment for in-office appointments. The specific responsibilities include (but are not limited to):
* Scheduling client consultations using our case management system integrated with Outlook.
* Entering potential client contact information and the appointment information accurately in our database.
* Managing the firm calendar using the time-blocking system for each attorney.
* Greeting clients for in-office appointments and creating an inviting environment.
* Answering administrative client questions and taking messages.
* Relaying information accurately from team members to clients and from clients to team members.
* Following up with clients to gather documentation and information required.
* Assisting with the preparation of estate plan binders for client signatures.
* Serving as a witness for plan signings (certified notary a plus).
* Maintaining a neat and tidy reception area and conference rooms.
The ideal candidate will be a PEOPLE PERSON who is also detail-oriented, able to work independently while managing multiple phones lines. They can prioritize their workload to enable a smooth workflow for our team and for our clients, with whom they have created an instant rapport and positive relationship.
This is an in-person position in our Bowie, MD office.