Client Services & Operations Coopdinator

Beacon Legacy Group is hiring a Client Services & Operations Coordinator to run the client signings and client programs and to keep the office running smoothly. You will make sure every plan is signed correctly, every client program stays on schedule, and the team has what it needs to serve families well.

Schedule & Benefits:

• This is a full-time, in-person role, Monday through Friday, 8:00 a.m. to 5:00 p.m., with a one-hour lunch
• Paid time off and paid sick leave, starting after 90 days
• Paid holidays for full-time employees, starting after 90 days
• Medical: the firm pays your membership at a direct primary care clinic, starting after 90 days
• SIMPLE IRA with a firm match of up to 3%, available after one year
• Short- and long-term disability coverage paid by the firm, starting after 90 days
• Paid bereavement leave, starting after 90 days
• Location: 640 N. Dixie Ave., Cookeville, TN 38501

Compensation:

$18 - $21 hourly

Responsibilities:

You will keep client signings, client programs, and the office running smoothly.

• Prepare for, host, and wrap up client document signings, including serving as a notary or witness when needed
• Keep client programs and annual client meetings on schedule
• Prepare and review documents and records for client matters
• Close out client matters and keep client files organized
• Handle court and records filings
• Keep the office running day to day
• Work with the attorneys and team in regular meetings

A Typical Week:

• Your week is driven by client signings, with preparation beforehand and follow-up afterward
• In between, you keep client programs and file work moving and check in with the team in regular meetings

Qualifications:

You are organized, dependable, and good with people, and you take pride in getting details right.

• Careful attention to detail
• A warm, professional manner with clients and families, including older adults
• Reliability, with the ability to work to firm deadlines
• Comfort learning new software; we will train you
• Law office or administrative experience, preferred but not required
• A notary commission is a plus; we will help you get one after you start
• Willingness to travel occasionally for client appointments

About Company

We are a law firm that helps families with estate planning, probate, conservatorship, trust administration, and Medicaid planning. Many of the clients we serve are older adults and their families, so this role calls for patience, accuracy, and a warm manner.

Beacon Legacy Group is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.