Join the Estate Planners for Life™ Team

Client Services & Operations Coordinator

Reports To: Operations Lead
Hours: Full-Time, 40 Hours per Week, in office during office hours, Monday through Friday

Position Overview

The Client Services & Operations Coordinator serves as a central point of coordination for clients, attorneys, and office operations. This role supports the firm's mission by helping ensure that clients receive a positive, organized, and responsive experience from engagement through completion of their estate planning matter. The Coordinator is responsible for managing front-office functions, supporting day-to-day office administration, facilitating client communications, and coordinating the progression of client matters through established workflows. The role helps attorneys remain focused on legal work and revenue-generating activities by ensuring administrative, scheduling, communication, and file management tasks are completed accurately and on time. Success in this position requires strong organizational skills, attention to detail, professionalism, follow-through, and the ability to coordinate multiple priorities while maintaining a high level of client service.

Key Competencies

• Organization & Time Management: Effectively manages multiple responsibilities, deadlines, and competing priorities while maintaining accuracy and attention to detail.

• Client Service: Demonstrates professionalism, responsiveness, empathy, and a commitment to providing an exceptional client experience.

• Communication: Communicates clearly and professionally with clients, attorneys, vendors, and team members through written, verbal, and electronic channels.

• Administrative Accuracy: Maintains accurate records, documentation, scheduling, and data entry in accordance with established procedures.

• Problem Solving: Identifies issues, gathers relevant information, and coordinates appropriate next steps within established workflows.

• Technology Proficiency: Comfortably utilizes firm software, scheduling systems, document management platforms, and office technology to support daily responsibilities.

Expectations

We are seeking a proactive, organized professional who takes initiative, follows through on commitments, and contributes positively to the client experience and the firm's overall effectiveness.

Successful Candidates

• Take ownership of their assigned responsibilities and follow established processes

• Communicate effectively and professionally with clients and team members

• Anticipate routine needs and prepare accordingly

• Maintain a high level of organization and attention to detail

• Demonstrate reliability, accountability, and professionalism

• Support the firm's mission, values, and service standards

• Contribute to a collaborative, team-oriented work environment

• Consistently meet performance expectations, deadlines, and attendance requirements

The ideal candidate finds satisfaction in helping others, creating order from complexity, and supporting clients and attorneys through important life-planning matters.

Benefits & Compensation

• Job Type: Full Time, in office, Monday through Friday, 8:30 am to 5:30 pm

• Pay: $20 to $26 per hour, depending on experience

• Paid Holidays and Earned Paid Time Off

• Health, Dental, Vision, and Life Insurance

To apply, email a cover letter, resume of past work history, and references to Career@EstatePlannersForLife.com.   In the cover letter, be sure to include a short statement of what you find most compelling about this position and how your experience could be an asset to the role.