Client Intake & Legal Support Specialist
About The Position
Sullivan Estate Law is a well-established boutique firm specializing in estate planning, elder law, and estate administration. Our team has been with the firm for many years, creating a collaborative, supportive environment where people genuinely enjoy working together. Located in a beautifully renovated Victorian home in Historic Wickford Village, we value professionalism and quality client service. As the firm continues to grow and expand its team, we are looking to add a Client Intake & Legal Support Specialist who will play an important role in supporting both our clients and our internal operations. This role is designed to grow with the firm. Over time, this role will expand to include hands-on involvement in document preparation, drafting support, and exposure to estate planning and real estate conveyancing processes, based on training and performance.
Requirements
- Prior experience working in a legal environment (law firm or legal support role required)
- Strong interpersonal skills with a compassionate, client-centered approach
- High attention to detail and strong organizational abilities
- Clear and professional verbal and written communication skills
- Proficiency in Microsoft Office
- Tech savvy with the ability to learn new systems quickly
Nice To Haves
- Experience with Clio and WealthCounsel is a plus, but not required
- Experience with real estate conveyancing through probate and trusts is a plus, but not required
Responsibilities
- Serve as the first point of contact for prospective and existing clients, managing calls and scheduling appointments
- Conduct initial client intake and ensure information is captured accurately and efficiently
- Communicate with clients through Clio and maintain organized, up to date records
- Assist with document assembly and support legal processes using Clio and other firm systems
- Provide support with real estate conveyancing and estate planning workflows as training and experience develop
- Support document handling and administrative coordination as needed
- Provide a welcoming, professional experience for all client interactions
Benefits
- Health insurance with employer contribution
- Paid time off
- Paid holidays
- Simple IRA with company match
- Parking
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
