Client Intake & Legal Support Specialist

Build My Great Team • North Kingstown, RI

14h • $40,000 - $48,000 • Onsite

About The Position

Client Intake & Legal Support Specialist North Kingston, RI | Full-Time | In-Office Be the trusted first point of connection for families seeking guidance and grow your career in a firm where your role truly matters. About Us 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. About You 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.

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

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

• Salary range of $40,000 to $48,000, commensurate with experience and growth potential
• Health insurance with employer contribution
• Paid time off
• Paid holidays
• Simple IRA with company match
• Parking
• Opportunities for long-term growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees