Client Services Coordinator — Estate & Elder Law

Indiana Estate & Elder Law

Fishers (IN)

On-site

USD 33,000 - 37,000

Full time

36 hours ago
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Job summary

Indiana Estate & Elder Law in Fishers, IN seeks a full-time Client Services Coordinator to manage file processing, administrative coordination, and direct client interaction. You will support multiple departments, greet clients, take payments, and ensure timely progress of matters, with occasional travel to our Franklin office.

The role emphasizes organization, multi-tasking, and superior client service in a fast-paced environment, with flexible evening appointment potential and a

Qualifications

  • The ideal candidate will have strong organizational and time-management abilities.
  • Ability to juggle multiple tasks with accuracy and efficiency.
  • Excellent phone etiquette and client communication skills.
  • Attention to detail and a commitment to precise data entry and scheduling.
  • Proficiency with standard software and the ability to learn new systems (Clio).

Responsibilities

  • Process, organize, and maintain client files throughout the firm’s workflow.
  • Serve as a hands-on support and liaison between departments.
  • Coordinate information and tasks to keep client matters moving.
  • Manage high-volume calls for new client intake, scheduling, and inquiries.
  • Schedule appointments and greet/seat clients professionally.
  • Process client payments accurately.
  • Update client notes in the Clio database.
  • Travel occasionally to the Franklin office to support meetings.
  • Assist with administrative tasks and support other Client Services functions as needed.

Skills

Organizational skills
Time management
Multi-tasking
Attention to detail
Phone presence
Written communication
Verbal communication
Critical thinking
Data entry
Computer skills
Willingness to learn
Calm under pressure
Client service
Team player

Tools

Clio

Job description

Indiana Estate & Elder Law in Fishers, IN seeks a full-time Client Services Coordinator to manage file processing, administrative coordination, and direct client interaction. You will support multiple departments, greet clients, take payments, and ensure timely progress of matters, with occasional travel to our Franklin office.

The role emphasizes organization, multi-tasking, and superior client service in a fast-paced environment, with flexible evening appointment potential and a

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