Shoup Legal. A Professional Law Co

Description: Do you enjoy making a difference in the lives of others, and providing valuable services to clients? Do you want to join a team who appreciates your efforts and is just as committed as you are to serving clients with integrity and enthusiasm? We are looking for an All-Star to join our team as a Welcome Coordinator for our fast-growing estate planning, probate, and trust administration law firm in Murrieta. This position will entail sales, customer service responsibilities, and data entry. We need an all-star individual who can connect with others over the phone and cultivate new relationships to generate new leads. In addition, we need someone who is highly detailed and accurate to be able to support the transition process from potential new client to an engaged client. We provide training in what you need to know to best help our clients, and for the right person, this will be a highly rewarding position personally, professionally, and financially. You must be comfortable with discussing big price points and complex problems with maturity and sensitivity. You must also be able to prospect and follow up with prospects. Our mission is to help clients plan today, for peace of mind tomorrow. We need someone who understands the value of being able to protect your legacy. The ideal candidate will be a highly motivated, bright, detail-oriented, creative, energetic, empathetic, compassionate person who can convey the value of our services to potential clients and enhance our client experience. You will work closely with other members of the team to develop and maintain relationships with clients and referral sources. You will help us realize our vision of helping more people! Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct in-depth in-person and telephonic meetings with potential new clients to perform a needs analysis Maintain a tracking system to monitor leads, new clients, and referral sources Enter client data in the case management system Follow up with potential new clients who have not yet retained us Find and participate in networking activities on behalf of the Firm Work with the Marketing Assistant to plan networking activities for the staff and Owner Produce weekly lead conversion and cost of acquisition reports for review with the Owner. Oversee the smooth transition of new cases to the legal team Manage client feedback and reviews Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K contributions Job Type: Full-time Requirements: Minimum two years of telephone experience Minimum one year of data entry experience Keyboarding ability, 40 words per minute. Superb written and verbal communication skills, both Excellent interpersonal skills and ability to develop relationships High school diploma required, bachelor's degree preferred Experience working in a high volume customer service role Understand how to build a relationship with a person. Show the ability to interact with different types of personalities. Show empathy to potential clients and put them at ease during a difficult time. Know how to close a sale by creating urgency and promoting value. Be able to think on their toes and not get discouraged when things don't go as planned. Be willing and able to quickly learn about new topics (e.g. estate planning). Treat a call or meeting at 4:30 PM on a Friday with the same care and compassion as one on Monday morning. Follow instructions and understand the importance of policies and procedures. Be a team player that consistently acts with respect and integrity. Have an understanding of Microsoft Office products and cloud-based software. PI3a9298ef2ac3-1036

Description: Are you looking for an opportunity where you're able to grow within a company and not only lay a great foundation for your career, but also be a part of something meaningful? Is a positive work environment where you feel part of a team important to you? Do you enjoy providing excellent customer service and being in a position to help others? If so, you might be the perfect candidate for our Legal Office Assistant position. We need a highly organized, upbeat, and self-motivated professional to join our AMAZING team. Our clients rely on us to keep our data and files secure, private, and accessible, so we'll rely on you to handle all matters with confidentiality and professionalism. Being organized, detail-oriented, collaborative, and adaptable are key attributes to being successful in this position. We're looking for someone who has the ability to multitask and manage their time efficiently in order to best serve our clients and support the team. You will need to make organization a priority and remain flexible and available to assist team and our clients. Your ability and willingness to learn is highly valuable and we will give you all the tools you need to feel confident in your position. If you are ready to take the next steps in your career, we welcome you to apply today! Our hiring process has been carefully designed to assist us in finding the right fit for our team. There are several steps to the process. Attention to detail and following directions is VERY important for this position, so please take care to follow the instructions carefully. Please note that applicants who do not follow the application instructions will not be considered for the position. Responsibilities: Professionally handle client contact for the department Maintaining files, entering all data into the case management system timely and accurately Ensure files are ready for client appointments Making copies and scanning files Managing attorney calendars Other general office duties Requirements: Must have or be willing to obtain Notary Public Commission Minimum of two years' experience in a professional setting Previous law firm experience preferred Superb written and verbal communication skills Excellent phone etiquette Comfortable receiving and making phone calls Ability to Multitask Able to work in a fast-paced environment Very organized Meticulous and accurate Attention to detail Able to follow directions and take ownership of projects and tasks Advanced Word, Excel, and Outlook skills Technology driven Confident and responsible Keyboarding ability, 40 words per minute. Demonstrate a high degree of discretion, confidentiality and integrity in the handling of personal client information, including following the Rules of Professional Conduct Exhibit a strong work ethic with high standards for quality and quantity of work Ability to reliably commute to the Murrieta, CA office required Ability to work independently and prioritize tasks in a fast-paced environment Display a positive attitude Compensation details: 18-22 Hourly Wage PI7b6b5-

Description: Are you looking for an opportunity where you're able to grow within a company and not only lay a great foundation for your career, but also be a part of something meaningful? Is a positive work environment where you feel part of a team important to you? Do you enjoy providing excellent customer service and being in a position to help others? If so, you might be the perfect candidate for our Legal Office Assistant position. We need a highly organized, upbeat, and self-motivated professional to join our AMAZING team. Our clients rely on us to keep our data and files secure, private, and accessible, so we'll rely on you to handle all matters with confidentiality and professionalism. Being organized, detail-oriented, collaborative, and adaptable are key attributes to being successful in this position. We're looking for someone who has the ability to multitask and manage their time efficiently in order to best serve our clients and support the team. You will need to make organization a priority and remain flexible and available to assist team and our clients. Your ability and willingness to learn is highly valuable and we will give you all the tools you need to feel confident in your position. If you are ready to take the next steps in your career, we welcome you to apply today! Our hiring process has been carefully designed to assist us in finding the right fit for our team. There are several steps to the process. Attention to detail and following directions is VERY important for this position, so please take care to follow the instructions carefully. Please note that applicants who do not follow the application instructions will not be considered for the position. Responsibilities: Professionally handle client contact for the department Maintaining files, entering all data into the case management system timely and accurately Ensure files are ready for client appointments Making copies and scanning files Managing attorney calendars Other general office duties Requirements: Must have or be willing to obtain Notary Public Commission Minimum of two years' experience in a professional setting Previous law firm experience preferred Superb written and verbal communication skills Excellent phone etiquette Comfortable receiving and making phone calls Ability to Multitask Able to work in a fast-paced environment Very organized Meticulous and accurate Attention to detail Able to follow directions and take ownership of projects and tasks Advanced Word, Excel, and Outlook skills Technology driven Confident and responsible Keyboarding ability, 40 words per minute. Demonstrate a high degree of discretion, confidentiality and integrity in the handling of personal client information, including following the Rules of Professional Conduct Exhibit a strong work ethic with high standards for quality and quantity of work Ability to reliably commute to the Murrieta, CA office required Ability to work independently and prioritize tasks in a fast-paced environment Display a positive attitude Compensation details: 18-22 Hourly Wage PI868d33906f85-2434