Legal Operations Assistant
About The Position
The Legal Operations Assistant is responsible for supporting the Company’s legal operations function, working directly under the Legal Operations Manager. This role focuses primarily on estate planning, customer support, and fulfillment, while also assisting with legal operations tasks, intake coordination, document management, and administrative follow-up. This position operates at the intersection of customer service, scheduling, estate planning operations, and legal support, ensuring customers move efficiently through the estate planning process while maintaining organized and effective legal operations workflows. The Legal Operations Assistant brings a strong foundation in customer service, organization, and operational support within a fast-paced environment. This role requires the ability to balance customer-facing responsibilities with structured legal operations tasks while maintaining accuracy, professionalism, and consistency.
Requirements
- Experience in customer service, administrative support, legal support, or a related field preferred
- Comfortable with high-volume phone interaction and proactive customer outreach
- Strong written and verbal communication skills
- Ability to learn and navigate estate planning processes and customer portal systems
- Experience with CRM systems such as Salesforce and scheduling tools preferred
- Proficiency with document management systems, spreadsheets, and communication platforms
- Strong attention to detail, organization, and ability to manage multiple tasks simultaneously
- Ability to follow structured processes and escalate issues appropriately
Nice To Haves
- Associate’s or Bachelor’s in related field preferred
- Experience with CRM systems such as Salesforce and scheduling tools preferred
Responsibilities
- Support estate planning customers by helping them navigate the customer portal and fulfillment process
- Provide customer support via phone, email, text, webinar chat, and other approved communication channels
- Conduct proactive daily outreach to customers to answer questions, encourage engagement, and ensure progress
- Follow approved outreach plans including phone, text, and email communication cadences
- Schedule estate planning appointments, consultations, webinars, and follow-up calls
- Track customer progress, identify stalled accounts, and take action to move customers forward
- Assist with webinar execution by responding to chat questions, tracking participation, and conducting follow-up
- Handle estate planning-related customer inquiries within approved guidance following training and escalation procedures
- Support the Legal Operations Manager, General Counsel, and legal team with administrative and operational tasks
- Track, organize, and route incoming legal requests through appropriate communication channels
- Scan, upload, label, and maintain legal documents in accordance with internal procedures
- Maintain organized records for legal requests, estate planning materials, and customer documentation
- Ensure legal tasks, documents, and follow-up items remain visible, organized, and progressing
- Handle confidential and sensitive information with professionalism and discretion
Benefits
- Competitive Compensation - Salary + performance based bonus
- Comprehensive Health Coverage - Medical, dental, and vision
- Paid Time Off - Generous PTO, sick days, and paid holidays
- 401k with Company match (we match up to 4%)
- Parental Leave - Paid leave for new parents
- Impact-Driven Culture - Small team, big mission
- Gym Pass - Company sponsored access to local gyms
- Free soda and snacks
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
