What are the responsibilities and job description for the Bequest Experience Coordinator position at Bequest Estate Planning?
Bequest Experience Coordinator
Full Time | In-Person, Monday–Friday | Virginia Highland, Atlanta
About Bequest: Bequest Estate Planning is a boutique estate planning law firm serving busy Atlanta families with straightforward, personalized legal services. We're a small, close-knit team that takes our work — and our culture — seriously.
About the Role: The Bequest Experience Coordinator is the heartbeat of our office. You are the first voice a client hears, the face that greets them at their signing, and the person who keeps our firm running smoothly behind the scenes. This role blends client service, office operations, and systems ownership in equal measure — and for the right person, it's a launchpad into firm administration and leadership.
What You'll Do:
- Serve as the first point of contact — answer phones, respond to prospect inquiries, and clearly explain our packages and services
- Run client signing meetings, including greeting clients, walking them through document execution, and coordinating witnesses and notaries
- Prepare, print, tab, scan, and distribute client documents to clients and their financial advisors
- Own the firm's Monday.com CRM — maintain day-to-day accuracy and proactively identify workflow improvements
- Manage office operations and facilities, including coordinating vendors and handling maintenance needs
- Plan and execute in-office team events and firm gatherings
- Grow into firm administrative responsibilities including payroll, health insurance, and business licensing (growth opportunity)
What We're Looking For
- Professional experience in a client-facing role
- Background in legal, paralegal, or financial services — or a strong eagerness to learn; prior legal knowledge is not required
- Bachelor's degree or equivalent experience welcome
- Exceptionally warm, people-first personality
- Strong written and verbal communication skills
- Critical thinker who can spot inefficiencies and suggest solutions
- Highly organized with sharp attention to detail
- Genuinely excited by technology and how it can improve the client and team experience; familiarity with Google Suite, Microsoft Office, Monday.com, PracticePanther, and DecisionVault a plus
- Integrity, empathy, and a strong work ethic
- Team player who thrives in a small, collaborative environment
Benefits
- Generous PTO policy
- 401k
- Health care reimbursement allowance
- Personal and professional development opportunities
- Opportunity to grow with a highly respected, fast-moving boutique firm