This role requires a highly organized and proactive individual who will manage intake for estate planning clients, coordinate workshops and events, and provide exceptional service to our clients. The ideal candidate will possess strong communication skills, attention to detail, and the ability to multitask in a fast-paced... environment. Client Intake and Management: • Serve as the primary point of contact for clients in the Estates Department, handling inquiries, scheduling appointments, and providing information about estate planning services. Community Relations and Outreach: • Develop and maintain relationships with community organizations and groups, scheduling the firm for seminars. • Proven experience in client services, event coordination, or a related role.
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