We are looking for an exceptional individual to join our team as a Case Coordinator, acting as the client’s liaison with the firm, providing the white-glove service the firm prides itself on. The Case Coordinator will play a vital role in supporting clients and the firm by coordinating administrative tasks related to case management and client satisfaction initiatives. This role will deal extensively with financial matters, so having a familiarity with and understanding of personal finances and financial documents is key. A client-focused environment requires a dedicated, highly-productive individual who possesses a sense of urgency, is able to take direction, and can execute tasks independently with poise. Responsibilities: • Act as case liaison between client and firm, helping update clients on their case and relaying information from clients to the firm’s attorneys. • Proactively follow up with clients to obtain missing documents (e.g. surveys, bank statements, etc.) to keep the case moving and ahead of filing deadlines. • Track case milestones and deadlines and communicate with clients accordingly (e.g. follow up with clients on adherence to payment plans). • Execute all tasks related to the engagement process. • Collect, scan, and organize incoming correspondence and supporting client documents (e.g. tax transcripts, financial documents, etc.) • Calendar important dates and deadlines in the firm master calendar. • Draft client financial summaries including assets, liabilities, incomes, and expenses. • Send outgoing mail, email, or faxes as directed. • Perform case research under the direction of an attorney. • Complete other tasks as requested at the direction of attorneys or other firm staff. • Communicate clearly and effectively with clients, firm members, and other external parties. • Work efficiently under the supervision of senior attorneys and office manager. • Provide input and feedback to management to maintain an excellent client experience. • Accurately track the time spent on each client’s case. • Manage workflow, completing tasks daily, ensuring deadlines are met, and work is completed correctly. Adjust daily work based on priorities, urgencies, and deadlines. Qualifications: • A minimum of two years’ experience with client-facing responsibilities in a comparable professional environment • 4-year degree required • Working knowledge of financial terminology and documentation required • Tax, Bankruptcy or Real Estate law firm experience a plus but not required • Detail-oriented and comfortable working in a fast-paced office environment • Proactive, can-do attitude, with great follow-through and a client care focus • Exceptional written and verbal communication skills • Superior time management and organizational skills • Ability to work effectively and efficiently with other team members • Strive for personal improvement and a willingness to accept constructive criticism • Punctual attendance and consistent job performance • Proficiency with Adobe, Microsoft Word, Excel, Google email and calendar Compensation: $35,000-45,000

• Act as case liaison between client and firm, helping update clients on their case and relaying information from clients to the firm’s attorneys. • Proactively follow up with clients to obtain missing documents (e.g. surveys, bank statements, etc.) to keep the case moving and ahead of filing deadlines. • Track case milestones and deadlines and communicate with clients accordingly (e.g. follow up with clients on adherence to payment plans). • Execute all tasks related to the engagement process. • Collect, scan, and organize incoming correspondence and supporting client documents (e.g. tax transcripts, financial documents, etc.) • Calendar important dates and deadlines in the firm master calendar. • Draft client financial summaries including assets, liabilities, incomes, and expenses. • Send outgoing mail, email, or faxes as directed. • Perform case research under the direction of an attorney. • Complete other tasks as requested at the direction of attorneys or other firm staff. • Communicate clearly and effectively with clients, firm members, and other external parties. • Work efficiently under the supervision of senior attorneys and office manager. • Provide input and feedback to management to maintain an excellent client experience. • Accurately track the time spent on each client’s case. • Manage workflow, completing tasks daily, ensuring deadlines are met, and work is completed correctly. Adjust daily work based on priorities, urgencies, and deadlines.