Job Description
Job DescriptionSalary: $19-$20 DOE
Elevated Estate Planning, P.S.
ABOUT OUR OFFICE
Elevated Estate Planning is a trusted leader in Estate Planning and Elder Law services across Eastern Washington and Northern Idaho. Our mission is simple but powerful: to guide families through straightforward estate planning that protects their loved ones from probate, unnecessary estate taxes, and long-term care expenses.
Through our uniqueElevated Care Program, we provide comprehensive strategies that preserve wealth, protect families, and deliver lasting peace of mind. Our personalized approach ensures that every client receives thoughtful guidance and lifelong support in securing their legacy.
We believe that great client experiences start the moment someone first connects with our office. Our team works collaboratively to support one another while providing exceptional service to the families we serve.
Our ideal candidate is someone who enjoys helping people and takes pride in creating a warm and welcoming first impression.
ROLE SUMMARY
TheReceptionistserves as the first point of contact for our firm and plays a key role in shaping each clients experience. This person manages incoming inquiries, coordinates scheduling, and ensures every client interaction reflects our firms professionalism, compassion, and commitment to service.
If you enjoy organization, connecting with people, and being an essential part of a collaborative team, this role offers a meaningful opportunity to contribute to work that trulyimpactsfamilies.
KEY RESPONSIBILITIES
- Answer incoming phone calls, texts, emails, and in-person inquiries with professionalism and warmth
- Greet clients and visitors, ensuring they feel welcomed and cared for from the moment they arrive
- Schedule and manage client appointments while coordinating with internal team members
- Route client inquiries to theappropriate teammember ina timelyand efficient manner
- Provide exceptional client service whilemaintainingan organized and calm front deskenvironment
- Process client payments andassistwithmaintainingorganized client records and files
- Send appointment reminders via phone and text messaging
- Maintain a clean, organized, and professional reception and client waiting area
- Support attorneys and team members with administrative tasks as needed
- Contribute positively to the office culture and help foster a supportive, team-focused environment
EDUCATION & EXPERIENCE
- High School Diploma or equivalent required
- Prior receptionist, customer service, or client service experiencerequired
- Legal Assistant or Administrative Assistant work experiencea plus
- Experience with Microsoft Office suiterequired
ROLE REQUIREMENTS
- Exceptional attention to detail and organizational skills
- Strong written and verbal communication abilities
- A genuine commitment to outstanding client service
- Ability to multitask and manage several responsibilities at once
- Positive, professional demeanor with a welcoming presence
- Willingness to contribute to a collaborative, team-oriented environment
- Ability torepresentthe firm with professionalism, compassion, and integrity
- Technologically proficientwith Microsoft Office suite
- Critical thinking ability see the whole picture
- Ability to handle sensitive client information with discretion and confidentiality
- Strong time management skills, with the ability to prioritize tasks efficiently
WHY JOIN ELEVATED ESTATE PLANNING?
At Elevated Estate Planning, our work matters. Every conversation and every client interactionhelpsfamilies protect what matters most. We value teamwork, growth, integrity, and excellenceand we look for team members who share those values.
If you enjoy helping people, take pride in providing exceptional service, and want to be part of a mission-driven team, we would love to hear from you.
BENEFITS
- Hours:
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- Monday through Thursday 8 am to 5:30 pm
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- Half Day Fridays 8 am to 12 noon we always close at noon!
- Competitive wage ($19-20 hourly DOE)
- Potential BONUS compensation
- 401(k) Employer Sponsored
- PaidDental Insurance coverage
- PaidHealth Insurance coverage
- PaidLife Insurance coverage
- PaidHolidays Off
INCLUDE COVER LETTER AND REFERENCES.
NO WALK-INS.APPLYONLINE ONLY.