Client Project Coordinator - Assistant to Attorney

• Has a grasshopper mindset. You can move between subjects, projects, and clients without losing the thread. You keep your work clean, structured, and prioritized, not because you’re doing everything at once, but because you understand what needs to happen now, and what can wait. You’re organized, but flexible. When the pace picks up, you stay steady.
• Leads with humility. You ask good questions, take feedback seriously, and don’t need a spotlight to do your best work. You’re not here to impress - you’re here to contribute. You work well with a range of personalities, including clients who are under stress or attorneys who are juggling competing demands.
• Uses sound judgment. You know how each person operates, and you adjust your style accordingly. You’re clear, tactful, and professional. You don’t rush to conclusions or disappear when something’s unclear, you ask. You’re discrete. People trust you, and that’s not an accident.
• Follows through. You keep track of what needs to happen, and you make sure it does. If there’s a better way to do something, you say so. You’re the reason things move forward, even when no one’s looking. You care about quality, you care about doing right by the client, and you care about making sure they’re better off because we were involved.

• Coordinating across clients, attorneys, and staff to keep projects on track, especially when multiple people or practice areas (like estate planning, corporate, or real estate) are involved
• Maintaining hands-on client contact through emails, calls, and follow-ups to gather information, schedule meetings, and answer process questions
• Managing tasks and timelines for each client matter, and keeping track of what’s done, what’s outstanding, and making sure nothing falls through the cracks
• Preparing standard legal documents like powers of attorney and entity filings, and coordinating related tasks such as signatures and Secretary of State filings
• Contributing to operational efficiency by improving how information is tracked, organized, and shared, especially when it comes to internal systems or billing workflows
• Using tools and tech thoughtfully, from Microsoft Office to AI-based productivity tools, to streamline repeatable tasks and improve the client experience
• Providing steady, proactive support that allows the attorney you support to stay focused on legal strategy, whether that means anticipating needs, managing client communications, or simply keeping everything in motion

• Customer service background - we welcome all forms of experience, as long as you’ve delivered a service and done it well (hospitality, retail, frontline healthcare, professional services, it’s all welcome)
• Proficiency with Outlook, Word, and Excel
• Comfortable talking on the phone
• Able to write clear, professional emails
• Demonstrated self-leadership (you manage your time, priorities, and follow-through without needing close supervision)

• Understands how a law firm works
• Paralegal background (certificate is fine, but not required)
• Experience in working with financial professionals
• Support role experience - especially where coordination and follow-through were key

• Certified Trust and Fiduciary Advisor (CTFA) certification is wonderful!
• Local is even better!

• We serve a unique client base: private business owners, upper-income families, and entrepreneurs
• Our approach is interdisciplinary: we combine legal, financial, and personal insight to help clients make smart long-term decisions
• We care about whether the trust, the plan, or the structure fits this family, not just whether it checks a technical box
• We don’t believe hierarchy should get in the way of good thinking. Everyone here is invited to participate and contribute, regardless of title or age
• We’re not big on ceremony. We’re professional, we’re serious, but we’re not pretentious
• If you see a better way to do something, you're encouraged to speak up and go after it - we make room for people to build

VisionSpark