Client Service Specialist About Us We are a small, consultative tax and estate planning law firm looking for a receptionist and client service assistant to join our growing team. This is a great opportunity for someone who is conscientious, resourceful, and has a strong desire to learn and grow. Our firm culture is welcoming, warm, and focused on interpersonal relationships with each other and our clients. Our team comes from a variety of backgrounds with diverse personal interests, and we appreciate each other's differences. We are very proud of and protective of the team culture we have built. The Opportunity This is a great opportunity for someone who wants to join a growing business. You are our ideal team member if you have experience in an office environment, are motivated to assist and support a professional services team and interact with others, and are comfortable working in a fast-paced environment. There is also an opportunity for growth in the position and promotion as the firm grows, as you expand the scope of the position, or if you outperform our expectations for the position, all through initiative and collaboration on the needs of our team. Responsibilities: In this position, you will: • Welcome and greet our clients and others in the office with warmth, kindness, and compassion (as our “first impression”). • Receive calls from clients and others, and address needs (think “gatekeeper”), as well as help, manage to follow up. • Assist with current and new client “in-take” and tracking using “client relationship management” software and prepare related reports for management. • Assist in administrative duties as time allows. • Track the delivery of certain client work products with our customized tools. • Assist with client gifts, notes, and cards. • Provide general office assistance with filing, scanning, organizing files and records, etc. • Support our Operations Manager with various office tasks. • Track office and kitchen supplies and keep all well-stocked. • Keep the office and kitchen tidy, with general clean-up throughout the week. • Keep the conference room tidy and organized. • Assist the firm’s owner with messages and calendaring. • Assist the department team members as needed. Qualifications: Qualifications and Characteristics • A minimum of three (3) years of experience in a professional office. • Comfort with and enjoyment of client contact and helping others. • Genuine nature is friendly and warm and likes to laugh. • Excellent proficiency with Word and Excel, and other office-based software programs. • Professional demeanor with clients and co-workers. • Excellent written and interpersonal communication skills, with care for correct grammar and spelling. • Detail-oriented. • Enjoys working independently. • Cares about the quality of his or her work. • Willingness to learn about and accept changes in technology. • Proud of providing exceptional service. • Enjoys working collaboratively. • Positive, with a “can-do” attitude and a desire to be a positive influence in the office. • Dependable, accountable, reliable, and consistent with covering responsibilities. • Ability to manage the “urgency” that can arise in a professional services firm. • Prefers an office environment with the regularity of day-to-day work. Compensation: $20 - $24 hourly DOE

• In this position, you will: • Welcome and greet our clients and others in the office with warmth, kindness, and compassion (as our “first impression”). • Receive calls from clients and others, and address needs (think “gatekeeper”), as well as help, manage to follow up. • Assist with current and new client “in-take” and tracking using “client relationship management” software and prepare related reports for management. • Assist in administrative duties as time allows. • Track the delivery of certain client work products with our customized tools. • Assist with client gifts, notes, and cards. • Provide general office assistance with filing, scanning, organizing files and records, etc. • Support our Operations Manager with various office tasks. • Track office and kitchen supplies and keep all well-stocked. • Keep the office and kitchen tidy, with general clean-up throughout the week. • Keep the conference room tidy and organized. • Assist the firm’s owner with messages and calendaring. • Assist the department team members as needed.