Executive Client Services Specialist

Integrated Law, PLLC

Bainbridge Island, WA, USA

Published: 6/14/2022

Full Time

Job Description

Are you an A+ overachieving executive support professional looking to elevate your career? Are you the shining star who strives to shoot for the moon? Are you looking for a workplace that recognizes the value in your abilities to exceed the status quo?

If yes, then Integrated Law, PLLC, a boutique tax and estate planning law firm based in Bainbridge Island, WA, is seeking an Executive Client Services Specialist to join our team. We are committed to fostering a culture that celebrates excellence and encourages our employees to go above and beyond the status quo.

Our workplace is built on strong relationships, diversity, and a Culture of Kindness, which is our core company value statement. We value each team member's unique background and interests, creating an environment where overachievers can thrive and make a significant impact. This position is tailor-made for an individual who wants to be fostered and developed to become an invaluable asset to the Firm.

Compensation:

$30 - $42 hourly

Responsibilities:

Client Interaction: Welcome and greet clients with warmth and compassion, creating a positive first impression.
Communication Management: Receive and manage calls, addressing client needs effectively.
Client Intake: Assist with client intake and tracking using CRM software, preparing related reports for management.
Administrative Support: Provide general office assistance, including filing, scanning, and organizing files.
Product Tracking: Track delivery of client work products using customized tools.
Client Relations: Assist with client gifts, notes, and cards.
Office Maintenance: Ensure the office, conference room, and kitchen are well-stocked and tidy.
Team Support: Support the Owner, Operations Manager, and other team members with various tasks as requested.
Scheduling: Manage the Firm calendar, tracking all team member activities and meetings. Manage the administrative calendar, scheduling client appointments, and ensuring clear communication.
Organization: Sort and organize office spaces, files, and records to maintain a tidy and efficient work environment.

Executive Assistant Duties

Calendar Management: Monitor and manage the owner's calendar, ensuring accuracy and organization. Schedule meetings and telephone calls as appropriate.
Communication: Communicate with clients and others by telephone and e-mail, as directed by the owner.
Meeting Preparation: Ensure the owner has all relevant materials/files needed for meetings.
Email Management: Assist in managing the owner's email inbox, sorting and flagging items of importance, always maintaining confidentiality.
Personal Appointments: Coordinate the owner's personal meetings or appointments as needed, always maintaining confidentiality.

Qualifications:

Experience: Minimum of three years in a professional office setting supporting executives and clients.
Detail-Oriented: Meticulous attention to detail and quality of work.
Time Tracking: Must be capable of time tracking in 6-minute or .10-hour increments with standardized scripts.
Communication: Must communicate professionally and follow written and verbal instructions.
Language Skills: Must be able to formulate proper sentences with correct grammar and spelling.
Client Focus: Enjoys client contact and helping others.
Personality: Friendly, warm, and enjoys laughter.
Technical Skills: Proficient in Word, Excel, and other office software. Willingness to learn new software systems and applications as required.
Independence: Able to work independently and manage urgency levels appropriately.
Team Player: Enjoys working collaboratively with a positive attitude.
Reliability: Dependable, accountable, and consistent in covering responsibilities.

About Company

About Us: Integrated Law, PLLC is a consultative and enterprising law firm dedicated to providing top-tier legal services in the areas of tax law and compliance, estate planning and probate, and small business planning. We emphasize excellent service and a warm, welcoming environment for clients and ourselves. Join us and be part of a team that values ambition, excellence, and the drive to exceed expectations.