We are looking for a reliable, organized, and computer-savvy Client Document Specialist to join our Deerfield Beach office. This is an entry-level position and prior bankruptcy or legal experience is not required . We are much more interested in finding someone who is dependable, communicates well, learns quickly, follows instructions carefully, and is comfortable working with documents and our software and CRM systems on a Windows PC. We will provide approximately 2-3 weeks of hands-on training , followed by ongoing guidance and support. The primary responsibility of this position is helping clients complete the document-gathering and information-gathering portion of their bankruptcy case before the file is sent to an attorney for final review and preparation. You will review documents received from clients, organize and process those documents according to our procedures, update information in our CRM system, identify missing information, and communicate with clients by email, text message, and telephone to help them complete outstanding requirements. This is primarily a computer and client-communication position . There is very little face-to-face interaction with clients. What You'll Be Doing Your typical responsibilities will include: Reviewing documents submitted by clients Downloading, uploading, organizing, renaming, and processing PDF documents Determining whether required documents and information have been received Following established procedures for processing different types of documents Entering information and updates accurately into our CRM system Maintaining detailed and accurate case notes Emailing and texting clients regarding missing documents or information Calling clients when additional follow-up is needed Answering basic procedural questions about what documents or information we need Following up consistently with clients until their document requirements are complete Identifying issues that should be escalated to another staff member or attorney Preparing the client's file so it is organized and complete before attorney review Managing multiple client files and tasks simultaneously What We're Looking For You do not need previous bankruptcy experience. You do need to be someone who: Is reliable and consistently shows up when expected Has strong written and verbal communication skills Pays attention to details Can follow specific instructions and established procedures Is willing to learn our systems and the way we process cases Is comfortable working independently after training Can stay organized while working on multiple client files Is comfortable following up with clients repeatedly when information is missing Has good judgment about when to ask a question or escalate an issue Is patient and professional when communicating with clients Computer Skills Are Important This position requires someone who is genuinely comfortable working on a Windows computer throughout the day. You should already be comfortable with: Email and Microsoft Outlook Working with PDF documents Downloading and uploading files Saving, organizing, renaming, and locating computer files Microsoft Office Working in multiple browser tabs and windows at the same time Copying information between different programs and systems Learning new computer software Experience with CRM systems is helpful but not required . Prior office, administrative, document-processing, customer-service, legal, banking, insurance, medical-office, or similar experience is also helpful but not required. Schedule This position is approximately 25-35 hours per week . Our office is open Monday through Friday from 9:00 AM to 5:00 PM . There is flexibility in establishing your schedule within those hours. We do not require the exact same start and end time every day, but we do expect an agreed-upon, dependable weekly schedule totaling at least approximately 25 hours. For example, a schedule similar to 10:00 AM-4:00 PM on many days could work well, but we are open to different arrangements for the right person. This is an in-person position at our Deerfield Beach office and is not a remote position. Compensation $23.00-$25.00 per hour , depending on experience and qualifications. Approximately 25-35 hours per week . This position is currently intended to be structured as an independent contractor position and does not include employer-provided health insurance or traditional employee benefits. Training We don't expect you to know bankruptcy law when you start. We will provide approximately 2-3 weeks of training covering: Our document requirements How different client documents are processed Our CRM system Our internal procedures Client communication How to identify missing information When questions should be escalated Additional training and guidance will continue as needed. A Good Fit for This Position This position may be a particularly good fit for someone who wants a consistent daytime schedule of approximately 25-35 hours per week but does not necessarily want or need a traditional 40-hour workweek. The person who succeeds in this role will probably be someone who enjoys having a clear process to follow, likes keeping things organized, is comfortable working on a computer, and takes satisfaction in getting a file from "incomplete" to "finished." For more information about our firm visit https://fleysherlaw.com

Pay:

$23.00 - $25.00 per hour Expected hours: 20.0 - 35.0 per week

Benefits:

Flexible schedule Application Question(s): Are you able to work in person at our Deerfield Beach office at least 25 hours per week, Monday through Friday, during our normal 9:00 AM-5:00 PM business hours? Approximately how many hours per week would you ideally like to work? Please describe your experience working with PDF documents on a Windows computer.

For example:

downloading PDFs, combining or separating files, renaming files, saving documents into folders, uploading documents, or similar tasks. This position involves regularly contacting clients by email, text message, and telephone to request missing documents or information. Are you comfortable doing this throughout the workday? Imagine you have requested documents from a client twice by email and text message, but the client still hasn't responded. Briefly describe what you would do next.

Work Location:

In person