Client Concierge - Administrative Professional

Carolina Estate Planning

  • Winston-Salem, NC
  • $40,000-42,000 per year
  • Permanent
  • Full-time
  • 3 days ago
Are you looking for a great opportunity to join and progress in the legal services field?We're not your average law firm. We're a fast-growing, forward-thinking team focused on delivering exceptional service and building strong, lasting relationships with clients. We're looking for a Client Concierge/Administrative Assistant who is ready to jump in, take initiative, and create an outstanding first impression for everyone who contacts or visits our office.As the Client Concierge, you will build relationships with people who contact our firm looking for help. Success in this position requires that you display a combination of empathy, experience, and skill. You will play an integral role in creating memorable experiences for clients and everyone else who visits our firm.As the Administrative Assistant, you will work directly with the Owner to maintain his calendar/email and call professional contacts and partners to schedule "get to know you" and "keep in touch" meetings. Compensation:$40,000 - $42,000 yearly Responsibilities:We work with people experiencing a combination of stress, anxiety, sadness, confusion, and sometimes anger. We are looking for someone who can dig in to find how to help people (even when they seem unlovable). If this sounds like you, we look forward to meeting you.There will be training on the types of legal matters we handle, how we track our leads, and how to use our systems and applications. However, we need someone already experienced when it comes to problem-solving calendar conflicts, relationship management, email triage, greeting clients, answering phones, preparing mailings, scanning, filing, data entry, and scheduling appointments. Qualifications:
  • Customer service experience is required.
  • You are highly organized and self-directed, capable of managing and prioritizing tasks with little supervision.
  • You have excellent phone and interpersonal communication skills, and you can represent the Owner and our firm with professionalism and warmth.
  • You understand the importance of relationship management and follow through diligently on scheduling, confirming, and rescheduling as needed.
  • You demonstrate good judgment in handling sensitive client matters and day-to-day decisions.
  • You are punctual and understand that being on time is a reflection of respect for others' time and trust.
  • You are naturally happy and bring a sense of warmth and positivity to your interactions with clients and team members.
  • We will ask you to demonstrate a penchant for accuracy and attention to detail, which are required to avoid mistakes that can cost clients (and us) dearly.
About CompanyWe value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success.
  • Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors.
  • Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients.
  • Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility.
  • Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness.
  • Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client.
Compensation details: 0 Yearly SalaryPI7d14e57b7fa6-5046

Carolina Estate Planning