Office Assistant

The Catholic Lawyer; Centennial (CO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

PTO

Growth opportunities

Consistent schedule

Job summary

Little Law Office, LLC, a faith-based estate planning firm in Centennial, Colorado, seeks an Estate Planning office coordinator to support our growing team. You will guide clients through intake to execution, manage communications, and help maintain our workflows with care and confidentiality.

The ideal candidate is a self-starter with 3–5 years of admin/paralegal experience in estate planning, proficient in Microsoft 365, and eager to learn and grow within a mission-driven practice.

Qualifications

• Associate degree or equivalent work experience.
• 3–5 years of administrative or paralegal work in estate planning.
• Strong organization and ability to manage multiple priorities.
• Tech-savvy with routine software/hardware troubleshooting.
• Proficiency in Microsoft 365; familiarity with DecisionVault and WealthDocx preferred.
• Excellent communication and interpersonal skills.
• Genuine interest in estate planning and client service.

Responsibilities

• Manage lead intake and initial client contact.
• Schedule meetings, process payments, and collect documentation.
• Input client information and assist with drafting, revising, finalizing estate planning documents.
• Gatekeep and manage all client communication touchpoints.
• Proactively move cases forward and eliminate workflow bottlenecks.
• Oversee and support client maintenance program.
• Provide outstanding service to prospective and current clients.
• Maintain confidentiality and sound judgment.

Skills

Organizational skills

Communication skills

Detail-oriented

Self-starter

Time management

Education

Associate's degree or certificate

Tools

Microsoft 365

DecisionVault

WealthDocx

Job description

Are you a changemaker seeking to make an impact in a truly compelling way? Little Law Office, LLC is hiring an Estate Planning office coordinator for our growing estate planning team. This is a unique opportunity for someone passionate about client care and operational excellence to join a purpose-driven law firm in a key support role. As the Estate Planning office assistant, you'll help guide our clients through the entire estate planning lifecycle-from intake to execution-while supporting the managing attorney and ensuring workflows move forward smoothly and compassionately. We're looking for someone who is steady, service-oriented, and eager to learn.

About Us

Founded in 2004, Little Law Office is a small law firm with a big heart. Rooted in faith and family, we serve primarily Catholic and faith-based clients in and around Centennial. We are mission-focused and dedicated to helping our clients protect their legacy and provide peace of mind to their loved ones.

Key Attributes

• A self-starter who takes initiative
• Hardworking and detail-oriented
• Warm, compassionate, and emotionally intelligent
• Committed to continuous self-improvement
• Intellectually curious and eager to grow
• knowledgable about the Catholic Faith and the unique needs in estate planning

Key Responsibilities

• Manage lead intake and initial client contact
• Schedule meetings, process payments, and collect documentation
• Input client information, help draft, revise, and finalize estate planning documents
• Gatekeep and manage all client communication touchpoints
• Proactively move cases forward and eliminate workflow bottlenecks
• Oversee and support our client maintenance program
• Provide outstanding service to both prospective and current clients
• Maintain strict confidentiality and exercise sound judgment

Required Skills & Qualifications

• Associate's degree, professional certificate, or equivalent work experience
• 3-5 years of administrative or paralegal experience in an estate planning law firm
• Strong organizational skills and ability to manage multiple priorities independently
• Tech-savvy and able to troubleshoot routine software and hardware issues
• Proficient in Microsoft 365; experience with DecisionVault and WealthDocx preferred
• Excellent communication and interpersonal skills
• Genuine interest in estate planning law and a heart for helping people

Compensation & Benefits

• Competitive salary (commensurate with experience), plus performance-based bonuses
• Paid time off (PTO)
• In-office position with opportunities for growth
• Hours: Monday - Thursday 8:30-4:30 and Friday 8:30-12:30