Client Intake & Legal Support Specialist

Build My Great Team•North Kingstown, RI

1d•$40,000 - $48,000•Onsite

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. As a warm, professional, and naturally organized person, you have a strong ability to connect with people. You understand that the first interaction a client has with a law firm sets the tone for the entire relationship, and you take pride in creating a positive and reassuring experience. You are compassionate and patient, especially when working with older clients, and you communicate clearly and confidently. You enjoy managing details, keeping things organized, and supporting a team, while also being eager to learn and grow within a legal environment. You are looking for a long-term opportunity where you can take on increasing responsibility and become an integral part of a close-knit team. 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

Customer service or client-facing experience
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