Client Concierge

Join to apply for the Client Concierge role at Law Mom,LLC

This range is provided by Law Mom,LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.60 / hr - $24.50 / hr

Full-Time Client Concierge Position Overview

At Law Mom, we pride ourselves on providing compassionate, client-centered estate planning services. Our mission is to empower clients through education and deliver 5-star care at every step. We believe in teamwork, accountability, and community-focused service. If you're passionate about making a difference and helping families secure their legacies, we invite you to join our team.

Key Responsibilities

• Client Reception and Front Office Support : Greet clients with warmth and professionalism, answer calls, schedule appointments, and manage front office communications.
• Liaison with Office Manager : Serve as a bridge between the office manager and other team members to ensure smooth daily operations, including tracking office supplies and handling administrative tasks.
• Assist with Policy and Procedure Development : Collaborate with the office manager and leadership team to develop, refine, and implement office policies and procedures to ensure consistency and efficiency across operations.
• Jump in When Needed : Be flexible and able to step into various roles as required, whether assisting with client inquiries, supporting the legal team, or covering for colleagues during busy periods or absences.
• Client Assistance : Provide a personalized experience for clients, ensuring they feel comfortable and well taken care of, answering questions, and managing client check-ins.
• Document Proofreading and Review : Ensure the accuracy of documents and notify the legal team of any corrections or issues that arise.
• Document Organization : Organize legal documents into client binders with attention to detail, following specific systems and procedures.
• Document Preparation : Print, tab, and prepare legal documents for client meetings and binders.
• Scanning & Digital Filing : Scan hard-copy documents and manage digital filing, categorizing them per firm protocols.
• Cloud File Management : Maintain and organize digital documents in the cloud, following systemized processes.
• Notarization & Witnessing : Assist in notarizing and witnessing legal documents during client signings (notary license required or willingness to obtain).
• Deed Recording : Handle deed recording, track filings, and manage necessary corrections.
• Form & Template Management : Work with fillable forms and templates, preparing documents for client use.
• File Audits : Ensure legal documents are complete with correct signatures and notarizations, addressing any discrepancies.

Required Skills And Qualifications

Hours And Compensation

Why You'll Love This Job

At Law Mom, we are driven by a commitment to providing 5-star client care. We prioritize personalized, compassionate service that ensures every client feels heard, empowered, and cared for. Our firm operates with the highest standards of integrity, ensuring transparency and honesty in everything we do. We believe in educating our clients, helping them make informed decisions about their estate planning. As a team, we work together with a focus on innovation, always seeking creative solutions to meet our clients' unique needs. Our commitment to community engagement drives us to give back and make a positive impact on those around us. Above all, we value team collaboration, always putting the firm's mission and our client's well-being first.

Law Mom, LLC is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.

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