Legal Assistant I, Client Specialist

Evans & DavisEdmond, OK
2d$45,000Onsite

About The Position

As an ambassador for our organization, the Client Specialist establishes relationships with Evans & Davis clients built on trust, respect, and genuine care. You’ll provide necessary client communication and administrative support to attorneys, case managers, and staff–serving throughout the client journey with compassion and efficiency.

Requirements

  • Can communicate verbally and in writing with excellence, building positive relationships with clients and colleagues
  • Show exceptional attention to detail and consistently complete tasks with a high degree of accuracy
  • Exhibit a passion for helping people
  • Enjoy a fast-paced workplace
  • Be flexible and open to change and improvement
  • Navigate sensitive information with compassion and confidentiality
  • Work effectively under pressure
  • Bring a positive, team-first attitude to every interaction
  • Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel

Responsibilities

  • Initiate, maintain, and respond to client communication by phone, email, and text message throughout the client’s planning journey
  • Coordinate with clients to efficiently schedule and confirm all in-person and virtual meetings
  • Collect, audit, organize, and prepare documents for all meetings
  • Accurately create, edit, and manage client files with provided information for physical and digital systems
  • Regularly update client information in Lawmatics–the firm’s CRM tool
  • Provide general administrative assistance, including updating and maintaining attorney calendars, booking conference rooms, and making attorney travel arrangements
  • Work collaboratively as an important member of the Client Specialist Team, assisting colleagues and providing client coverage as needed

Benefits

  • Medical, dental, vision, life, and long-term disability insurance at no cost for eligible, full-time employees
  • Health Savings Account
  • 401K match
  • Paid parental leave
  • Earned flexibility
  • Learning & development opportunities
  • Holiday parties and team outings
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