Client Support Specialist

Client Support Specialist Hickory, NC 28603 Full-time Full-time This position offers meaningful responsibilities, direct client engagement, and the opportunity to become a valued long-term member of a highly collaborative and respected firm. The Estate Administration position plays a central role in the firm's estate and trust administration practice. The successful candidate will independently manage complex matters, serve as a primary point of contact for clients and ensure all aspects of administration are handled efficiently, accurately, and with exceptional service. Estate Administration Client Support

• The Estate Team Client Support is ideally an experienced paralegal or legal assistant.
• The Estate Client Support initiates the workflow of estate administration matters.
• This role is blends casework, case management, and team leadership to ensure high-quality legal services, consistent processes, and excellent client experience.
• Identify and gather estate assets; prepare and maintain detailed inventories
• Coordinate with attorneys and paralegals to ensure timely and accurate fillings
• Track deadlines, manage workflows, and proactively identify issues before they arise
• Serve as liaison between attorneys, clients, and paralegals
• Track deadlines
• Preparing, filing, and tracking necessary documents with EFile system
• Maintain disciplined file organization and accurate status reporting across multiple active files
• Notify and Collect new client consult fee
• Initial meeting or call with client collect consult fee
• Review submitted documents and follow-up with client with any questions
• Schedule bi-monthly status update meetings with clients
• Work closely with attorneys, paralegals, and clients in obtaining any final missing information needed for final account Requirements
• 2 years of experience in estate administration
• Demonstrated ability to work well with others
• Detailed oriented
• Demonstrated ability to start due diligence intelligently and keep transactions on track
• Excellent client service and communication; consistently professional with all parties
• Strong organization and ability to manage multiple deadlines and active matters
• High integrity, discretion, and comfort handling confidential client matters

NC Notary Work Location:

In person