The Weeks Law Firm is a boutique estate planning, special needs planning, guardianship and probate law firm in Plano, Texas.  We are a relationship-based firm focused on providing legal services to our clients and serving our community with excellence.

We are seeking an outgoing, positive, compassionate, and detail-oriented person for our Client Relations Coordinator/Legal Assistant position.  If your soul is fed by making a positive impact on people’s lives and nurturing relationships, you may be interested in this position.  The ideal candidate is highly organized and dedicated to providing our clients top-notch service.

Responsibilities:

  • Establish a professional, warm and welcoming environment for new and existing clients
  • Answer potential client inquiries by phone and email
  • Screen calls by understanding the potential client’s needs and determining if our firm can provide a solution
  • Perform initial client intake and onboarding
  • Schedule client appointments and follow up
  • Manage potential client and client workflow using the firm’s CRM and case management cloud software
  • Respond to client phone calls and emails
  • Coordinate responses with attorney if appropriate
  • Print estate planning documents and prepare binders/folders, scan documents
  • Serve as contact for professional referrals and community partners
  • Schedule attorney coffee/lunch appointments with other professionals
  • Establish follow up system for referral sources and professionals
  • Schedule attorney workshops and follow up with participants
  • Format and send e-newsletters
  • Manage relationships with vendors and service providers
  • Maintain list of office supplies and marketing materials and order when needed
  • Assist with maintaining firm culture of respect, joy, and compassion for clients

Requirements:

  • Minimum of 3 years of professional office experience preferred
  • An Associate’s or Bachelor’s degree preferred
  • Must be proficient in Microsoft 365, including Word, Excel, PowerPoint, Outlook and Adobe Pro
  • Ability to quickly master case management and document assembly programs
  • Experience with Clio and document assembly programs a plus
  • Must have excellent written, verbal and interpersonal communication skills
  • Accurately type at least 60 wpm, with impeccable grammar and spelling
  • Must be a “people person” with the ability to interact well with different personalities
  • Ability to create long-lasting relationships between our firm, our clients and our community
  • Thorough attention to detail and accuracy
  • Discretion to maintain confidential information
  • Understand and comply with ethical rules
  • Demonstrate an ability to work in a cooperative, positive manner with other staff, attorneys and clients
  • Highly organized with the ability to multi-task and work with interruptions
  • Proven compassion for people with disabilities or the elderly
  • Must be a notary or eligible to become a notary
  • Positive, friendly attitude

Working Conditions:

  • This is a full-time position in the office Monday-Thursday 8:30-5:00, Friday 8:30 -4:00, with lunch breaks
  • Health insurance, paid holidays, and paid time off available after probationary period
  • Salary: $15-20 per hour

Qualified Applicants:

Send your resume and a cover letter with the following:

  • Why you are the ideal candidate for this position
  • What most interests you about this job
  • How you can benefit our firm and our clients

Email to Suzanne Carpenter at suzanne@weekslawfirm.com

CategoryCareers

Communication resulting from use of this web site does not create an attorney-client relationship. You will need to meet with an attorney and sign a separate written retainer agreement.

logo-footer