Are you passionate about client engagement and ready to drive intake processes in a dynamic legal environment?

Do you thrive in a family-oriented law firm where you can impact estate planning processes?

Can you transform client interactions with empathy and efficiency, making each call memorable?

Are you poised to grow from handling initial inquiries to managing broader operational responsibilities?

Final question: When faced with a challenge, do you get excited or run away?

** IMPORTANT: TO APPLY **

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To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

Founded by Lelia and Michael Winget-Hernandez, Commonwealth Life & Legacy Counsel is a beacon of trust and competence in estate planning. With deep roots in Virginia, our mission is to empower individuals and families by providing peace of mind through meticulous estate planning and administration. Our comprehensive services include elder law, fiduciary litigation, and special needs planning.

Our firm operates with a commitment to authenticity, reliability, and competence. We believe in building sincere relationships with our clients, understanding that trust is vital. With a rich family heritage in Powhatan, we take pride in supporting our community and providing guidance for life's important decisions. This commitment extends to every service we offer, while our history as litigators informs our proactive approach to planning.

The Legal Assistant role at Commonwealth Life & Legacy Counsel is vital to our mission of delivering outstanding client experiences. As the first point of contact, you will enhance our intake process, ensuring potential clients receive immediate attention and compassion. By efficiently handling communication and scheduling, you will support the firm's growth and client satisfaction, eventually taking on expanded responsibilities within our team.

What you’ll do:

• Intake Support: Serve as the first point of contact for prospective clients, provide an empathetic experience, warm-transfer calls when appropriate, take accurate messages, and support the intake process.
• Phone Coverage: Answer incoming calls consistently during business hours, providing a positive experience and transferring calls when necessary.
• Scheduling: Support consultation scheduling, appointment changes, and calendar coordination for attorneys and staff, with increasing ownership as you become established.
• Client Follow-Up: Support timely follow-up with prospective and existing clients, helping ensure questions, messages, and next steps are addressed appropriately.
• Administrative Support: Assist with clerical tasks such as mailing, document management, and supporting attorneys with non-billable tasks.
• System Utilization: Operate within firm systems like ESI VoIP, Clio, and Clio Grow to manage client interactions effectively.
• Growth Opportunity: Gradually take on more significant responsibilities such as lead qualification and operational support as you become established.

What we’re looking for:           

• Communication Skills: Excellent verbal communication with a clear, understandable presence on the phone.
• Client Service: Proactive and empathetic approach to client interactions, making clients feel valued and understood.
• Organizational Skills: Strong capability in scheduling and managing a dynamic calendar efficiently.
• Technical Proficiency: Comfort with technology including VoIP systems, Clio, Microsoft Office, and the ability to adapt to new platforms.
• Remote Work Readiness: Reliable high-speed internet, a dependable home-working environment, and comfort using VoIP/mobile phone systems are required.
• Patience and Empathy: High emotional intelligence to handle sensitive client interactions, especially across diverse client demographics.
• Problem Solving: Solutions-oriented mindset, capable of taking initiative to address issues independently.
• Schedule Availability: Able to work consistently during the firm’s U.S. business hours to provide reliable phone and intake coverage.
• Flexibility: Openness to occasional overflow coverage, if needed, with additional coverage expectations communicated in advance.

Why you should work here: 

• Career Growth: Take on additional responsibilities and grow into an integral part of the firm's operations.
• Leadership Exposure: Work closely with firm leadership, gaining insight and guidance from experienced professionals.
• Small-Firm Environment: Make a visible impact in a close-knit, collaborative, and dynamic team setting.
• Client Impact: Play a crucial role in shaping client experiences and supporting their journey through estate planning.

Additional perks:

• Remote Opportunity: Work remotely while maintaining consistent availability during the firm’s U.S. business hours.
• Holidays: The firm offers generous holiday time; specific holiday details will be discussed during the interview process.
• Professional Development: Access to growth opportunities and potential for career advancement within the firm.
• Compensation: Competitive monthly salary with potential incentives for additional coverage.

If you're ready to influence the future of estate planning and enjoy being at the heart of client interactions, we invite you to join our team at Commonwealth Life & Legacy Counsel. Apply now to make a meaningful impact and grow with a firm dedicated to excellence and community service.