Client Services Coordinator Mackay Dressler Law Firm Petaluma, CA Job Details Full-time From $27 an hour 7 days ago Benefits Health insurance 401(k) Paid time off Qualifications Computer operation Multitasking Interpersonal skills Administrative experience Managing clients in a customer support role Attention to detail Client services Organizational skills Typing Video conferences (communication methods) Professionalism Full Job Description We're a small, close-knit estate planning firm in the heart of downtown Petaluma, California, and we genuinely love what we do. We take our work seriously, but we don't take ourselves too seriously. Our team works hard, supports one another, celebrates successes, and has fun along the way. If you're looking for a workplace where you can make a meaningful difference in people's lives, grow professionally, and enjoy coming to work, you may have found your next home. We are seeking a warm, organized, and proactive Client Services Coordinator to act as the heartbeat of our client experience and the operational backbone of our office. You will be the first voice clients hear and the first face they see. Your goal is to make every client feel welcomed, informed, and supported from their very first inquiry through the successful completion of their legal matter.

Key Responsibilities Client Intake & Communication:

Answer incoming calls and manage initial communications with prospective and current clients by phone, email, and web inquiry. Screen and route inquiries appropriately and provide a professional client experience.

Scheduling & Calendar Management:

Manage the office calendar, maintain attorney availability and deadlines, and schedule new and existing client appointments.

Front Office:

Greet clients and visitors, manage incoming and outgoing mail and deliveries, maintain a professional and welcoming reception area, and ensure the office is clean, organized, and presentable.

Administrative Tasks:

Assist with scanning, filing, copying, data entry, document formatting, accepting payments, and other tasks necessary to keep the office running smoothly.

Qualifications & Skills Customer Service Mindset:

Minimum of 2 years of experience in a client-facing or professional administrative role. Legal office experience is a strong plus.

Communication:

Exceptional verbal and written communication skills with a polished, empathetic, and professional phone demeanor.

Tech-Savviness:

Comfortable using modern office technology, including Microsoft Office, Zoom, and legal CRM/practice management tools (e.g., ActionStep).

Organization & Detail:

High level of accuracy, strong multi-tasking abilities, and a strict commitment to client confidentiality and professional ethics. This description is intended to describe the typical duties and responsibilities of the position. Other tasks may be assigned as necessary. This position is full-time with extensive hands-on training in the estate planning field. Starting hourly rate is $27/hr (may vary depending on experience). All team members are included in our bonus structure, eliglible for medical after 90 day probationary period and qualify for our 401(k) after 1 year. Please submit your resume online or via email to . We will be contacting qualified candidates to schedule interviews. If you have any questions or concerns please refrain from calling our office. Instead, you can contact us via email.

Job Type:

Full-time Pay:

From $27.00 per hour

Benefits:

401(k) Health insurance Paid time off

Work Location:

In person