Executive Legal Assistant Client Services Coordinator

About the Role We are seeking a proactive and detail-oriented Legal Assistant / Client Services Coordinator to support our managing attorney and ensure a smooth client experience. This position combines legal administrative tasks, executive support, and client communication. You will play a critical role in helping cases move forward efficiently while delivering exceptional service to clients. Work Environment This position requires professionalism, discretion, and the ability to multitask in a dynamic legal environment. We are looking for someone who takes ownership of their work and enjoys making a positive impact on clients’ lives. Responsibilities :

• Serve as the executive assistant to the managing attorney, including managing her inbox and scheduling
• Oversee probate and estate planning files to ensure deadlines are met and client communications are timely and accurate
• Handle client intake once an engagement agreement is signed, including preparing engagement letters, sending initial invoices, and assisting clients with intake forms
• Draft, edit, and format estate planning documents and prepare them for execution (adding dates, organizing binders, scanning and emailing executed documents)
• Enter client data into form drafting software (ProDocs / Westlaw Form Builder)
• Communicate with clients regarding invoices, document status, and follow-up requests (including providing professional referrals)
• Respond to and handle routine client inquiries
• Manage office supplies and coordinate with vendors
• Support the implementation of new processes and automation tools to improve efficiency Qualifications :
• Excellent editing and formatting skills
• Strong written and verbal communication skills
• Friendly, professional demeanor with clients at all times
• Highly organized and detail-oriented
• Proficient with standard office software (Microsoft Office, Adobe)
• Bonus : Experience with ProDocs / Westlaw Form Builder or similar legal document automation tools
• Bonus : Familiarity with process automation and workflow improvements in a legal setting Compensation : $38,000 - $50,000 yearly
• Serve as the executive assistant to the managing attorney, including managing her inbox and scheduling
• Oversee probate and estate planning files to ensure deadlines are met and client communications are timely and accurate
• Handle client intake once an engagement agreement is signed, including preparing engagement letters, sending initial invoices, and assisting clients with intake forms
• Draft, edit, and format estate planning documents and prepare them for execution (adding dates, organizing binders, scanning and emailing executed documents)
• Enter client data into form drafting software (ProDocs / Westlaw Form Builder)
• Communicate with clients regarding invoices, document status, and follow-up requests (including providing professional referrals)
• Respond to and handle routine client inquiries
• Manage office supplies and coordinate with vendors
• Support the implementation of new processes and automation tools to improve efficiency

Compensation :

$38,000-$50,000 per year