Client Services Coordinator

Description

Primary Responsibilities:

• Coordinate and schedule all client meetings and document signings (virtual and in-person) for busy practice group.

• Manage internal calendars for attorneys and assist with docket control

• Communicate with clients regarding appointment reminders, documentation needs, and general inquiries

• Prepare client folders and signature packets for meetings

• Track outgoing and incoming documents (e.g., estate plans, originals, trust funding letters)

• Liaise with notaries and witnesses to facilitate smooth execution of documents

• Maintain and update CRM or case management software with client status

• Monitor and follow up on outstanding information or forms needed from clients

• Coordinate with Legal Assistants and Attorneys to ensure timely delivery of final documents

• Assist with light administrative tasks including mailings, scanning, and organizing client records

Qualifications

Qualifications:

• 3 years in administrative support, ideally in a legal, financial services, or client-facing professional services setting

• Excellent communication, organization, and time management skills

• Professional demeanor with strong client service orientation

• Proficiency with Microsoft Office and basic CRM or practice management systems (experience with Actionstep, Clio, or equivalent a plus)

At Norris McLaughlin, we cultivate a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture and beliefs enable us to be a better team.

The Firm does not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, age, marital status, civil union status, domestic partnership status, affectional or sexual orientation, genetic information, pregnancy or breastfeeding, sex, gender identity or expression, disability or atypical hereditary cellular or blood trait of any individual, or because of the liability for service in the Armed Forces of the United States or the nationality of any individual or any other characteristic protected by law, in accordance with applicable federal, state, and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment including, but not limited to, hiring, placement, promotion, demotion, discipline, termination, lay-off, recall, transfers, leaves of absence, compensation, benefits, and training.

Salary : $55,000 - $65,000