Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Tuition assistance
Front Desk Administrative Assistant Job Description.docx 17.4 KBFront Desk Administrative Assistant
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
Greet clients and visitors, maintain a professional front desk environment.
Answer and direct incoming calls; manage incoming messages, mail, faxes, and packages.
Prepare conference rooms and assist with client meeting materials.
Create and maintain client records in our CRM and scan/upload documents.
Prepare and process outgoing mail; run local errands as needed.
Print, copy, tab, and assemble documents including estate planning packets.
Maintain office supply inventory and keep printers stocked.
Provide general administrative support such as scanning, copying, and data entry.
Assist team members with special projects 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.
Preferred Attributes:
Client-focused with a strong sense of professionalism and confidentiality.
Able to manage multiple projects and deadlines with minimal supervision.
Analytical thinker with strong problem-solving skills.
Comfortable working in a team-oriented environment with high accountability.
Why Join Legacy Design Strategies?
Grow your career at the intersection of law, client service, and business development.
Make a meaningful impact on families, business owners, and the community.
Work alongside a supportive, growth-focused team of professionals.
Access ongoing training and development to expand both legal expertise and business development skills.
Play a direct role in shaping the growth and success of a leading estate planning firm.
What We Offer:
Competitive salary plus bonus opportunities.
subject to experience
401(k) with immediate vesting and employer match.
Monthly health insurance reimbursement through an Individual Coverage Health Reimbursement Arrangement (ICHRA).
Paid time off (PTO) and firm holidays.
Professional expense reimbursement (bar dues, CLE, and related travel) as applicable.
Collaborative, supportive office environment focused on excellence and growth.
How to Apply: Please submit your resume, a cover letter outlining your interest and relevant experience, and a list of references available upon request. Applications will be reviewed on a rolling basis until the position is filled.
Compensation: $20.00 to $25.00 per hour