Why This Role Matters 

As the first point of contact for our potential and current clients, you play a critical role in shaping the client experience. You’ll ensure consultations are scheduled efficiently, communications are handled with care, and attorney calendars run smoothly helping clients feel supported from their very first interaction. This role also contributes directly to new client conversion and retention with bonus opportunities tied to performance.  

What You’ll Do

•    Serve as the primary point of contact for incoming client inquiries 
•    Schedule, confirm, and reschedule consultations 
•    Manage attorney calendars to maximize efficiency 
•    Conduct timely follow-up with prospective clients 
•    Deliver a professional, empathetic intake experience 
•    Enter and maintain accurate client data in our Case Management System
•    Monitor and respond to calls, emails, and voicemails promptly 
•    Maintain an organized office and reception space 
•    Coordinate couriers, process servers, and marketing materials 
•    Process deposits, invoices, and check requests 
•    Handle sensitive client information with discretion and care 

What We’re Looking For

We’re looking for someone who brings a blend of professionalism, reliability, and a commitment to quality client service. Ideal candidates will possess:

•    High school diploma or GED 
•    Experience in a law office, medical office, or professional setting preferred 
•    Strong communication and client service skills 
•    Highly organized with strong attention to detail 
•    Ability to multitask and manage competing priorities 
•    Proficiency in Microsoft Office (Word, Outlook, Excel) 
•    Professional presence and dependable attendance (on-site, M–F, 8–5) 
•    Proactive, solutions-oriented mindset 
 
Acknowledgement:
The above statements describe the job’s essential responsibilities and requirements. They are not an exhaustive list of the duties that may be assigned to job incumbents.

Why This Role Matters 

As the first point of contact for our potential and current clients, you play a critical role in shaping the client experience. You’ll ensure consultations are scheduled efficiently, communications are handled with care, and attorney calendars run smoothly helping clients feel supported from their very first interaction. This role also contributes directly to new client conversion and retention with bonus opportunities tied to performance.  

What You’ll Do

•    Serve as the primary point of contact for incoming client inquiries 
•    Schedule, confirm, and reschedule consultations 
•    Manage attorney calendars to maximize efficiency 
•    Conduct timely follow-up with prospective clients 
•    Deliver a professional, empathetic intake experience 
•    Enter and maintain accurate client data in our Case Management System
•    Monitor and respond to calls, emails, and voicemails promptly 
•    Maintain an organized office and reception space 
•    Coordinate couriers, process servers, and marketing materials 
•    Process deposits, invoices, and check requests 
•    Handle sensitive client information with discretion and care 

What We’re Looking For

We’re looking for someone who brings a blend of professionalism, reliability, and a commitment to quality client service. Ideal candidates will possess:

•    High school diploma or GED 
•    Experience in a law office, medical office, or professional setting preferred 
•    Strong communication and client service skills 
•    Highly organized with strong attention to detail 
•    Ability to multitask and manage competing priorities 
•    Proficiency in Microsoft Office (Word, Outlook, Excel) 
•    Professional presence and dependable attendance (on-site, M–F, 8–5) 
•    Proactive, solutions-oriented mindset 
 
Acknowledgement:
The above statements describe the job’s essential responsibilities and requirements. They are not an exhaustive list of the duties that may be assigned to job incumbents.

Job Title: Estate Planning Administrative Assistant

Location: Town & Country, Missouri

Cordell & Cordell has the benefits you'd expect from a large national firm. We offer competitive compensation, exceptional health care benefits, and prioritize work-life balance to ensure the well-being and productivity of our employees.

What You’ll Do

• Manage client progress through the Cordell Estate Planning Process in all Cordell offices that offer estate planning
• Communicate with clients to book appointments, check on status of draft document review, and assist in resolving client issues.
• Accurately update our Case Management Software to reflect client information and track client’s progress through the Cordell Estate Planning Process
• Administratively act as point of contact for Cordell Estate Planning offices nationwide
• Prepare binders for client signings and maintain electronic files of scanned documents and drafts.
• Attend estate plan document signing meetings and serve as witness/notary. 
• Handle sensitive client data with utmost discretion, care, and accuracy.
• Perform tasks as assigned with accuracy and promptness, meeting all agreed-upon deadlines.

Who You Are
We’re looking for someone who brings a blend of professionalism, reliability, and a commitment to quality client service. Ideal candidates will possess:

• Must have familiarity with estate planning documents and concepts
• Strong verbal and written communication skills, with a collaborative and approachable demeanor
• Process oriented and works well with deadlines
• Excellent typing skills and computer literacy, including a solid understanding Microsoft Word, Outlook, Excel applications as well as estate plan drafting software experience (please specify the drafting programs with which you have experience on your application)
• Demonstrate proficiency to focus on details, handle multiple tasks, and remain highly organized
• A professional presence and the ability to interact confidently with clients and colleagues
• Reliable transportation and the ability to be onsite Monday through Friday from 8:00 AM to 5:00 PM
• A proactive mindset and willingness to go above and beyond on simple requests to make things easier for others

 Why this Role Matters

This role is critical in helping our clients protect what matters most—family, legacy, and peace of mind. By assisting clients through the Cordell Estate Planning Process and assisting them with their issues, you provide a sense of security and clarity during some of life’s most sensitive moments. Your diligence, professionalism, and commitment to accuracy help uphold the trust our clients place in us, ensuring their wishes are honored and their loved ones are supported for generations to come.