Benefits:

401(k)

401(k) matching

Paid time off

Job Summary

Legacy Design Strategies is a premier estate planning law firm committed to delivering exceptional service and lasting relationships. We foster a welcoming, professional environment for clients, advisors, and employees alike. As the first point of contact, you will play a key role in shaping the client experience and upholding our firm's reputation for excellence.

We’re looking for a detail-oriented and service-driven professional who takes pride in their work, enjoys helping others, and is eager to grow with our organization. If this sounds like you, we encourage you to apply!

Responsibilities

Give every client, visitor and employee a warm welcome and communicate any important information or directions, ensuring a professional and welcoming atmosphere.

Answer and direct incoming phone calls efficiently and courteously.

Accurately create and maintain contact records and client matters in the Client Relationship Management (CRM) system.

Scan and upload documents in our CRM.

Manage incoming and outgoing mail, faxes and texts.

Prepare conference rooms for client meetings.

Confirm meetings with clients and advisors.

Order and maintain office supplies to ensure smooth office operations.

Prepare documents for client meetings.

Provide administrative support to other team members with data entry, copying, scanning, etc. as needed.

Run local errands as needed.

Qualifications

Proficiency in handling incoming calls on a multi-line phone system.

Exceptional interpersonal and communication skills.

Strong organizational, time management, and customer service skills.

Keen attention to detail.

Ability to manage multiple deadlines and work independently in a fast-paced environment.

Proficiency in Microsoft Office Suite; experience with CRM systems preferred.

Prior experience in a professional office setting, preferably in a law firm, is a plus.

High school diploma, G.E.D., or equivalent required.