Client Relationship Manager and Receptionist

Roisman Henel + Adams LLP; Oakland (CA); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with safe harbor

Cafeteria plan

Generous PTO

Job summary

Roisman Henel + Adams LLP in Oakland, CA, a boutique law firm specializing in estate and trust law, seeks a full-time Client Relationship Manager and Receptionist onsite.

You will manage client intake and scheduling, onboarding, mail and email processing, and filing of physical and electronic documents, while handling receptionist duties and basic AV setup in a congenial, small-team setting.

Qualifications

• Proficiency in Word, Excel and Outlook for daily use.
• Experience with client intake and scheduling processes.
• Ability to maintain both physical and electronic files and documents.

Responsibilities

• Client intake and scheduling coordination.
• Client onboarding and communications.
• Processing and sending physical mail and emails.
• Filing and maintaining physical and electronic files.
• Copying and scanning documents; basic word processing.
• Receptionist duties including answering phones, conference room setup, deliveries, and AV support.

Skills

Word

Excel

Outlook

Tools

AV equipment

Job description

A boutique law firm specializing in estate and trust law is looking for a full-time Client Relationship Manager and Receptionist.We are a small, congenial law firm with 5 attorneys and 6 staff.The candidate should be proficient in Word, Excel, and Outlook.This position will include client intake and scheduling, client onboarding, processing and sending physical mail and emails, filing and maintaining both physical and electronic files, copying and scanning, basic word processing, and receptionist duties (answering the telephone, conference room set up, food ordering, coordinating deliveries, AV equipment set up, ordering supplies, and maintaining kitchen and common areas).The ability to work with others, multi-task, and respond to clients’ inquiries in a courteous manner are very important aspects of this position.

An excellent benefit package is available, including employee health, dental and vision, 401(k) and safe harbor contribution, cafeteria plan, and generous PTO for a full-time employee.Compensation will depend on experience.

This position requires a fully onsite presence.