Receptionist - Client Services Coordinator

Legacy Design Strategies

Receptionist - Client Services Coordinator

Omaha, NE
Paid
  • Responsibilities

    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. Compensation: $15 - $20 hourly

    • 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.