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Client Service Coordinator
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Pevney Estate Planning, PC
Remote
$71,760 Salary, Full-Time
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Job Description
Client Service Coordinator Pevney Estate Planning, PC Laguna Hills, CA Job Details Part-time | Full-time $31
- $38 an hour 3 hours ago Benefits Health insurance Flexible schedule Qualifications Customer communication Teamwork Interpersonal skills Writing skills Attention to detail Customer relationship management Certified Notary Public Full Job Description
PEVNEY ESTATE PLANNING, PC
Laguna Hills, CA —NOW HIRING
— Client Services Coordinator- Active California Notary Commission Required
- $31•38/hour • 32 hrs/week • Flexible Schedule • Hybrid Laguna Hills, CA •
THE ROLE
This is not a traditional administrative position. The heart of this role is guiding clients through one of the most important moments in their estate planning journey: signing their estate plan. As our Client Services Coordinator, you will independently conduct most of the estate plan signing process, helping families execute and notarize trusts, wills, powers of attorney, and healthcare directives with confidence and clarity. You will be the primary point of contact during the signing process, ensuring clients feel informed, comfortable, and cared for every step of the way. We can teach estate planning. We are looking for someone who already understands how to make people feel welcome, supported, and confident. Beyond signings, you will assist with some scheduling, client communication, document preparation, and the day-to-day tasks that help a growing law firm deliver an exceptional client experience.•ABOUT US
Pevney Estate Planning is one of Orange County's leading estate planning law firms. Check us out. We help California families protect what matters most: their loved ones, their homes, and their life's work. With more than 200 five-star reviews and completing over 100 estate plans yearly, we have built our reputation by making a complex legal process feel approachable, understandable, and personal. We are intentionally a small firm where every team member plays an important role. We value professionalism, continuous improvement, personal accountability, and treating both clients and team members with respect. As the firm continues to grow, this position is designed to grow as well, with opportunities for increased responsibility and leadership based on performance and interest. We are committed to delivering exceptional service through our core values:Client-Centered Service:
We prioritize our clients' needs with personalized, compassionate, and attentive service. Estate planning can be emotional, and we are committed to listening and addressing each client's unique concerns.Innovation and Efficiency:
We embrace technology and continuously improve our processes to deliver efficient, effective, and accessible solutions.Integrity and Transparency:
We operate with honesty and clear communication, ensuring clients feel informed and confident in their decisions.Growth Through Learning:
We foster a culture where learning, improvement, and professional development are encouraged.Respect and Dignity:
We treat everyone—clients and team members alike—with respect, fostering a collaborative and inclusive environment.WHAT SUCCESS LOOKS LIKE
Success in this role means: Clients leave signing appointments feeling informed, comfortable, and cared for Documents are executed accurately and efficiently Client communications are handled promptly and professionally The office runs smoothly and appointments stay organized Every interaction reflects the high level of service our firm is known forA TYPICAL WEEK
Conduct estate plan signing appointments Guide clients through trust, will, power of attorney, and healthcare directive signings Notarize documents and ensure proper execution procedures are followed Coordinate scheduling and appointment confirmations Communicate with clients regarding next steps and questions Prepare, print, scan, and organize documents Assist with office operations and client experience initiatives Coordinate with attorneys and team members to keep matters moving smoothlyABOUT YOU
You are: Warm, personable, and comfortable working directly with clients Organized and detail-oriented Professional, confident, and calm under pressure A strong communicator both in writing and in person Reliable and accountable Comfortable working independently Coachable and eager to learn Someone who takes pride in doing things right This role is ideal for someone who enjoys helping people, values meaningful work, and likes balancing client interaction with organization and problem-solving.QUALIFICATIONS
Required:
- Active California Notary Public Commission (not negotiable)
- Strong interpersonal and communication skills Excellent attention to detail Professional demeanor and appearance Ability to work independently and manage multiple responsibilities
Preferred:
Experience in a client-facing professional environment Helpful backgrounds may include: Law firms Financial services Escrow or title companies Healthcare administration Executive assistant roles Client relationship management Hospitality or concierge services Training will be provided. Estate planning experience is not required.SCHEDULE & COMPENSATION
$31- 38 per hour, depending on experience 32 hours per week Hybrid position Flexible scheduling Scheduled in-office signing blocks, generally two or more times per week Remote flexibility for administrative work
Benefits:
PTO and health coverage planned after 90 days Ongoing training and support Opportunity for expanded responsibilities as the firm growsWHY THIS ROLE MATTERS
Estate planning is personal. Our clients are protecting their spouses, their children, and the assets they spent decades building. They trust us during some of life's most important conversations. The person in this role is often the last member of our team a client sees before completing their estate plan. That experience matters. We are looking for someone who understands the responsibility that comes with that trust and takes pride in delivering an exceptional experience.HOW TO APPLY
Please submit the following to : 1. Resume 2.Brief cover letter answering:
Why are you seeking a new position, and why would you be a strong fit for this role? 3. Expiration date of your California Notary commission Generic applications will not be considered. Qualified applicants will be contacted for a brief pre-screen assignment before interviews. Please no recruiters or agency inquiries.Pay:
$31.00- $38.