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Sagan

Client Service Coordinator (Part-Time)

Job Description

The Role Nesevich Law is hiring a part-time Client Service Coordinator in our Moorestown, NJ office. This is the person our clients meet on the day they sign their estate plan, one of the most important moments in their relationship with our firm. You'll welcome each client, walk them through their documents at a high level, and make sure every document is signed, witnessed and notarized correctly. You don't need to be a lawyer. You do need to be warm, professional and meticulous, because a signing done right gives a family peace of mind. About Nesevich Law Nesevich Law, LLC is an estate planning and elder law firm licensed in New Jersey, Connecticut and Pennsylvania. We help families put wills, trusts, powers of attorney and healthcare directives in place, and we help seniors plan for long-term care. Our clients are often making decisions about the people and things that matter most to them, and we treat every meeting that way. What You'll Do Welcome clients. Greet each client on arrival, get them settled, and set a calm, professional tone for the meeting. Walk through the documents. Using firm-approved scripts and checklists, give clients a brief, plain-English overview of each document they are about to sign (will, powers of attorney, healthcare directives, HIPAA release and related documents). Route legal questions to an attorney. When a client asks for legal advice or wants to change a decision, bring in one of our attorneys. You explain what a document is; our attorneys advise on what it should say. Run the signing correctly. Confirm identification, make sure each client is signing voluntarily, and follow the firm's checklist so document is properly signed, dated, witnessed and notarized exactly as required for that document. Serve as notary and witness. Notarize documents or act as a witness where required, and coordinate with other staff when a second witness is needed. Quality-check before the client leaves. Review every signature page against the checklist so nothing is missed. Hand off for delivery. Return signed originals to the team for scanning, binder assembly and delivery, and note any follow-up items in our case management system. Prepare for the day. Review each upcoming signing in advance, confirm the document set is complete, and flag anything missing or misspelled before the client arrives. What We're Looking ForA professional presence. You dress and carry yourself in a way that puts clients at ease in a law office setting. Genuine service orientation. You like helping people, and you stay patient with clients who are elderly, nervous or hard of hearing. Clear, warm communication. You can explain something simply without talking down to anyone. Exceptional attention to detail. You follow a checklist every time and catch a missing initial or wrong date before it becomes a problem. Discretion. You handle confidential family and financial information with care. Comfort with basic office technology (email, calendars, scanning, a case management system). Nice to Have but not requiredExperience in a law firm, title company, bank, financial advisory office or other client-facing professional setting. Prior experience as a notary or loan signing agent. Familiarity with estate planning documents. Background in hospitality, senior services or customer service.
Schedule, Pay and LocationSchedule:
Part-time, scheduled around client signing appointments. 20 hours per week.
Pay:
$20 per hour
Location:
In person at our office, 400 North Church Street, Suite 250, Moorestown, NJ 08057
Pay:
$20.00 per hour Expected hours: 20.0 per week
Work Location:
In person
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