Location:
This position is initially offered as a hybrid role, allowing for a blend of remote and in‑office work. However, as client base and operational needs expand, this role is structured to transition into a full‑time, in‑office position. Candidates should apply with the expectation and availability to work on‑site at our Devon, PA office five days a week once the growth milestone is reached.
Responsibilities
Phone Management
- Answer, screen, and direct calls to the correct individuals
- Take precise messages and deliver to the correct individuals
Office Management
- Print and prepare estate planning portfolios for in‑office signings
- Maintain office and office inventory, order supplies, and communicate marketing material needs
- Receive mail, deliveries, and packages
- Maintain logs of incoming and outgoing mail and/or deliveries
- Direct all mail and deliveries to the proper person
- Prepare all outgoing mail
Client Support
- Attend in‑office signings as a witness or notary
- Assist clients who stop by to drop off information at the office
Administrative Management
- Prepare the conference room before signing with the correct documents, folders, pens, gifts, etc.
- Meticulously print all necessary estate planning documents and prepare a portfolio for client signings, ensuring accuracy and readiness
- Scan documents after the client signs and upload to the client's folder
- Client portfolios are labeled, built, and maintained in an orderly fashion, with records of outstanding items
Qualifications
- Exceptional Organizational Skills: Ability to manage multiple tasks, deadlines, and diverse responsibilities with precision and efficiency.
- Strong Communication Skills: Excellent written and verbal communication for interacting with clients, drafting newsletters, and managing social media.
- Attention to Detail: Critical for preparing legal documents, managing client information, and ensuring accuracy in all communications.
- Proficiency in Digital Platforms: Experience with social media management tools, email marketing platforms, and CRM systems.
- Proactive and Self‑Motivated: Ability to work independently, anticipate needs, and take initiative.
- Customer Service Orientation: A friendly, professional demeanor with a genuine desire to assist clients and provide a positive experience.
- Adaptability: Comfortable in a dynamic environment, capable of adjusting to evolving responsibilities as the Philadelphia office grows.
Compensation
$41,000 - $43,500 yearly
About Entrusted Legacy Law
At Entrusted Legacy Law, we help people protect their Life & Legacy.
Our Mission
- Provide exceptional legal services with dedication and compassion
- Empower individuals to safeguard their Life and preserve their Legacy
- Communicate promptly and clearly
- Explain legal concepts in simple, direct terms
- Respect your opinions and welcome your feedback
- Care deeply about clients and their loved ones
Our Commitment
- Take time to understand your unique circumstances and goals
- Tailor legal solutions to fit your needs
- Help you navigate complex legal matters with confidence
- Support your present peace of mind and future security
- Deliver a thoughtful, client-centered experience every step of the way