Client Experience Lead & Legal Case Coordinator

Safe Harbor Law Firm; Fort Myers (FL); Vor Ort; USD 40.000 - 52.000; Vollzeit

Benefits dieser Stelle

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Zusammenfassung

Safe Harbor Law Firm in Fort Myers, FL is seeking a Client Experience Coordinator / Law Firm Case Manager for a full-time, in-office role. This position supports reception, client communication, scheduling, document prep, file management, payments, and general operations with a focus on exceptional client service.

Notary readiness within 30 days is encouraged. The ideal candidate is organized, proactive, and professional, with experience in estate planning, trusts, and probate preferred and

Qualifikationen

• 2+ years of administrative support experience or similar role.
• Experience in estate planning, trusts, probate or legal settings preferred.
• Strong phone and customer service skills.
• Experience scheduling appointments and managing calendars.
• Familiarity with client records, document management and office software.
• Experience collecting or processing client payments.

Aufgaben

• Provide administrative and client service support to ensure a seamless, professional client experience.
• Front-desk reception, client communication, appointment scheduling, and document preparation.
• Client file management, payment processing, and general office administration.
• Coordinate with attorneys and support staff to deliver timely, accurate service.
• Maintain organized client records and support daily operations while contributing to client satisfaction.

Kenntnisse

Administrative support

Client services

Calendar management

Customer service

Document management

Payment processing

Jobbeschreibung

Safe Harbor Law Firm in Fort Myers, FL is seeking a Client Experience Coordinator / Law Firm Case Manager for a full-time, in-office role. This position supports reception, client communication, scheduling, document prep, file management, payments, and general operations with a focus on exceptional client service.

Notary readiness within 30 days is encouraged. The ideal candidate is organized, proactive, and professional, with experience in estate planning, trusts, and probate preferred and