We’re looking for an enthusiastic, highly-motivated customer service representative to provide an excellent experience to our customers. Job seekers should have a background in service, and exceptional communication, listening, and problem-solving skills. If you love interacting with people and you’re interested in new opportunities, career growth, and a positive, fast-paced work environment, we want to hear from you! Responsibilities: • Work closely with the sales lead to stay up-to-date on service and product knowledge • Identify common customer issues and bring them to the attention of the team • Ensure customer account information is up-to-date • Utilize scripts to handle difficult customer situations and bring them higher up, if necessary • Make sure each customer’s complaint is addressed with care and precision to achieve full customer satisfaction • Conduct intake meetings for potential clients • Meet with clients to review and sign documents • Schedule client meetings for attorney • Secure speaking engagements for attorneys to present on estate planning • Draft wealth inventories in Excel for clients • Attend marketing events on behalf of the law firm • Secure reviews from satisfied clients • print and prepare binders for delivery • Other administrative duties as assigned Qualifications: • High school diploma, G.E.D. or equivalent • Display strong communication skills, active listening skills, and personal skills • Experience working in a customer-oriented atmosphere • Strong knowledge of business English in composition to include correspondence, reports, and various other materials • Good communication skills • Good mathematical skills • Ability to work independently with minimal instructions • Ability to prioritize workload based on internal and external customer needs • Ability to meet and deal with internal and external customers in a professional manner • Strong critical thinking skills • 2-4 years experience in an Administrative Assistant or similar position • Proficient in MS Office with a minimum of 2 years of experience Compensation: $50,000 plus bonus

• Conduct intake meetings for potential clients • Meet with clients to review and sign documents • Schedule client meetings for attorney • Secure speaking engagements for attorneys to present on estate planning • Draft wealth inventories in Excel for clients • Attend marketing events on behalf of the law firm • Secure reviews from satisfied clients • print and prepare binders for delivery • Other administrative duties as assigned