Legal Assistant (Client Success Manager)

We are searching for someone who is dedicated to helping others in the role of a Legal Assistant. Our ideal Legal Assistant will be responsible for managing a wide range of responsibilities as they help to support our clients. This role works closely with our attorneys to complete the documents that we have been contracted to compile for our clients. As our Legal Assistant, you will be in meetings with our clients talking about the important documents that you are collecting and the need to provide certain specific information. In addition, our Legal Assistant will also be responsible for clerical work regarding the client's documents. This position is an in-person role working in our St. Clairsville office.

To be successful in the role you must be able to explain financial documents (such as IRA statements, bank account documents, life insurance policies, etc.) and the desired outcomes to the clients in an easy-to-understand vocabulary. In a manner, you will be educating our clients on various important topics. You will be working on drafting documents, gathering information about the client’s financial details, and holding meetings with clients to ensure that the correct information is in the client’s file.

This position is very customer service orientated and requires attention to detail and the understanding of how to communicate with others regarding private, sensitive information. Success in this position requires that you display a combination of efficiency, proactivity, and enthusiasm. In this role, you will be front-facing and interact with our clients daily.

Responsibilities

• Communicate with clients and other parties to provide timely updates and to gather necessary information regarding a client’s assets.
• Communicate with clients and other parties to answer non-legal questions about the status of the case.
• Monitor case processes, deadlines, and important timeframes and milestones.
• Educate clients about the needs of certain items and how they work together with their case.
• Assist attorneys to prepare and carry out funding plans.
• Manage, prepare, and carry out funding plans, including contacting financial institutions for correct record client data.
• Prioritizes conflicting needs and handles matters expeditiously and proactively.
• Understand client files to review them before closing to ensure that all tasks have been completed and that there is nothing else needed for the file.
• Follows through on projects for successful and timely completion.
• Greets visitors to the office, making sure that they feel welcomed.
• Grow in the position through continued learning and revitalization of skillsets in related duties.
• And more.

Qualifications

• An associate degree or some college is preferred; a high school diploma or equivalent is necessary.
• Strong customer service experience.
• Ability to read and understand financial documents.
• Ability to communicate professionally to all different levels of individuals, providing or receiving instructions.
• Ability to analyze information and understand how to report the information to others.
• High levels of emotional intelligence and interpersonal skills.
• Effective worker – possessing the ability to complete detailed-orientated work efficiently.
• Understanding of basic computer skills, including MS Office programs, and can quickly learn new programs.

About Jarvis Law

Applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you are looking to make a difference in someone’s life and work for a company that is best in class, who will value your consistent effort, and has opportunities for growth.

Jarvis Law Office, PC is a family-owned law firm that values work/life balance, flexibility, and providing excellent client service. Jarvis Law Office, PC has offices in Dublin, OH, Lancaster, OH, and St. Clairsville, OH.