Client-Facing Legal Secretary & Document Coordinator

Ledbetter Cowan Law Group; Venice (FL); Vor Ort; USD 40.000 - 50.000; Vollzeit

Zusammenfassung

Ledbetter Cowan Law Group is seeking an LPMP Systems Administrator to enhance client engagement within their Lifetime Peace of Mind Program. The role involves maintaining client files, preparing legal documents, coordinating appointments, and ensuring exceptional service delivery. Candidates must be organized, proactive, and possess strong communication skills. Join a team-focused environment and contribute to a rewarding client experience.

Qualifikationen

• Professional, outgoing demeanor for client interaction.
• Strong organization skills.
• Proactive, team-oriented mindset.
• Willingness to learn new systems.

Aufgaben

• Organizing and maintaining digital and physical client files.
• Preparing estate planning documents and asset charts.
• Coordinating document signings and in-office appointments.
• Managing calendars and internal checklists.
• Updating client records and maintaining case progress.

Kenntnisse

Organization

Communication

Team-oriented mindset

Tech-savvy

Tools

PracticePanther

Jobbeschreibung

Ledbetter Cowan Law Group is seeking an LPMP Systems Administrator to enhance client engagement within their Lifetime Peace of Mind Program. The role involves maintaining client files, preparing legal documents, coordinating appointments, and ensuring exceptional service delivery. Candidates must be organized, proactive, and possess strong communication skills. Join a team-focused environment and contribute to a rewarding client experience.