Estate Planning Client Concierge & Scheduler

Nashville Public Radio; Denver (CO); On-site; USD 40,000 - 55,000; Full time

Job summary

A boutique Colorado estate planning law firm is seeking a Client Intake & Scheduling Coordinator to support clients during the estate planning process. This role involves responding to inquiries, scheduling appointments, and ensuring a thorough onboarding experience. The ideal candidate will have experience in client coordination within a law firm, possess excellent communication skills, and manage multiple tasks effectively. A compassionate approach is critical to align with the firm’s culture, making this role essential for client satisfaction.

Qualifications

• Experience in client coordination or administrative support in a law firm setting.
• Excellent written and verbal communication skills are essential.
• Ability to manage multiple tasks with reliability.

Responsibilities

• Respond to client inquiries and provide scheduling assistance.
• Coordinate and schedule client appointments throughout the planning process.
• Ensure all required intake information is received for new client onboarding.

Skills

Client coordination

Scheduling

Excellent communication

Organizational skills

Attention to detail

Patient communication style

Tools

Outlook

Calendly

Clio

Kajabi

Canva

Job description

A boutique Colorado estate planning law firm is seeking a Client Intake & Scheduling Coordinator to support clients during the estate planning process. This role involves responding to inquiries, scheduling appointments, and ensuring a thorough onboarding experience. The ideal candidate will have experience in client coordination within a law firm, possess excellent communication skills, and manage multiple tasks effectively. A compassionate approach is critical to align with the firm’s culture, making this role essential for client satisfaction.