Opelon LLP- a Trust, Estate Planning & Probate Law Firm ยท 6 hours ago
Client Services Coordinator/Receptionist
Carlsbad, CA
Full-time
Onsite
New Grad, Entry Level
$21/hr - $26/hrOpelon LLP is a boutique estate planning law firm in Carlsbad, California, helping clients protect their families and legacies through thoughtful Estate Planning, Probate, and Trust Administration services. They are seeking a Client Services Coordinator to provide administrative support and serve as the first point of contact for clients and referral sources, ensuring smooth client communications and engagement processes.
Law Practice
Hiring Manager
Matt Odgers
Responsibilities
Answer phones and serve as the first point of contact for prospective clients, current clients, and referral sources
Screen new leads and respond to inquiries via phone and email with professionalism and care
Schedule and coordinate client appointments
Guide clients through the engagement process and answer questions along the way
Request and collect prior estate planning documents
Provide day-to-day administrative support to the Managing Attorney and paralegal
Create and maintain organized digital client files in Google Drive and Clio
Scan, file, and distribute legal documents (engagement agreements, executed estate plans, etc.)
Prepare client binders and witness Will signings
Track open invoices and send payment reminders
Manage incoming mail, voicemail, and phone system settings
Order supplies and keep common areas tidy and welcoming
Review monthly bills and flag discrepancies
Assist with compliance documentation and year-end reporting
Support firm marketing efforts, including occasional social media posts
Qualification
Required
Excellent verbal and written communication skills
Empathy and patience when working with clients during significant life moments
Ability to follow instructions precisely and see tasks through to completion
Strong organizational skills with keen attention to detail
Self-starter mentality, you take initiative and don't wait to be told what to do next
Comfortable handling sensitive and confidential information with discretion
Proficiency with Google Workspace (Drive, Calendar, Gmail)
Professional, friendly demeanor with a genuine client-service mindset
Preferred
Previous experience in a receptionist, administrative, or client-facing role
Background in sales or client relations
Office management experience
Experience in a legal or professional services environment
Ability to quickly learn new software platforms
Benefits
Health Insurance: Medical coverage for eligible employees
Retirement Plan: 401(k) with a 3% Safe Harbor employer contribution (that's money we contribute whether you do or not)
Flexible Scheduling: We understand life happens and offer reasonable flexibility
Supportive Environment: Join a collaborative team that values quality work and work-life balance
Company
Opelon LLP- a Trust, Estate Planning & Probate Law Firm
A San Diego/Carlsbad Trusts, Estate Planning and Probate Law Firm
Founded in 2021
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase