Benefits:

401(k)

Dental insurance

Health insurance

Vision insurance

If you like staying organized, helping people through a process, and being the person who keeps things running smoothly, this could be a great fit.

What You'll Be Doing

Being a main point of contact for new and existing clients

Guiding clients through our process step-by-step

Checking in with clients and providing updates

Tracking where each client is in the process

Making sure clients feel supported and informed

Putting together and sending welcome packages

Making sure clients complete all required forms

Collecting and organizing intake information

Following up on missing documents or signatures

Reviewing files to make sure nothing is missing

Keeping track of deadlines and next steps

Flagging issues before they become problems

Helping ensure a smooth, professional client experience

What We're Looking For

Someone organized, reliable, and detail-oriented

Comfortable talking with clients on the phone and by email

Good communication skills and professional attitude

Experience in admin, legal, or client service is a plus (but not required)

Able to handle confidential information responsibly

Computer Skills is a must

Full Time in-office Monday -Friday 8-4:30