Legal Assistant

Jarvis Law Office PC • Lancaster, OH

6d • Onsite

About The Position

Jarvis Law is seeking a Legal Assistant (Client Success Coordinator) to join their growing team in Lancaster, Ohio. This role is dedicated to helping seniors and families navigate estate planning and elder law. The ideal candidate will manage a wide range of responsibilities to support clients, including explaining financial documents in an easy-to-understand vocabulary, educating clients on important topics, drafting documents, gathering financial details, and holding client meetings. This is an in-person role that requires strong customer service skills, attention to detail, and the ability to handle sensitive information professionally. Success requires efficiency, proactivity, and enthusiasm, as the role is front-facing and involves daily client interaction.

Requirements

• Must live near or be able to commute daily to our Lancaster office.
• A high school diploma or equivalent is necessary.
• Must be able to obtain an Ohio notary license within 30 days of employment.
• Strong customer service experience.
• Ability to read and understand financial documents.
• Ability to communicate professionally with all different levels of individuals, providing or receiving instructions.
• Ability to analyze information and understand how to report the information to others.
• High levels of emotional intelligence and interpersonal skills.
• Effective worker – possessing the ability to complete detailed, oriented work efficiently.
• Understanding of basic computer skills, including MS Office programs, and can quickly learn new programs.

Nice To Haves

• An associate degree or some college is preferred.

Responsibilities

• Communicate with clients and other parties to provide timely updates and to gather necessary information regarding a client’s assets.
• Communicate with clients and other parties to answer non-legal questions about the status of the case.
• Monitor case processes, deadlines, and important timeframes and milestones.
• Educate clients about the needs of certain items and how they work together with their case.
• Assist attorneys in preparing and carrying out funding plans.
• Manage, prepare, and carry out funding plans, including contacting financial institutions to ensure correct record of client data.
• Prioritizes conflicting needs and handles matters expeditiously and proactively.
• Understand client files to review them before closing to ensure that all tasks have been completed and that there is nothing else needed for the file.
• Follows through on projects for successful and timely completion.
• Greets visitors to the office, making sure that they feel welcomed.
• Grow in the position through continued learning and revitalization of skill sets in related duties.
• And more.

Benefits

• Major Medical, Dental, Vision, Life Insurance
• Supplemental Benefits such as - Short Term & Long-Term Disability, Critical Illness, Accident, Vol. Life
• 401K with match (after 1 year of employment)
• Paid Time Off – varies for 1st year of employment, up to 15 days
• Nine Paid Holidays
• Additional benefits
• Growth opportunities within a respected and expanding firm
• Supportive, team-oriented culture

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED