Legal Assistant Inner Circle Legal Planning Milford, CT Job Details Full-time $25 an hour 5 hours ago Benefits Paid time off 401(k) matching Qualifications Customer follow-ups Office activity coordination Referral-based lead generation Business support experience for legal executives Sales referrals Service scheduling Executive administrative support Scanning Mid-level Client relationship development Legal client correspondence writing Meeting scheduling Business development Clio Scheduling pickups and deliveries Coordinating with insurance clients SharePoint Lead Tracking Document imaging Client referrals Sales follow-up Marketing Full Job Description Relationship liaison for Inner Circle's other referral sources Overview Join our team as a Legal Assistant at Inner Circle Legal Planning and play a vital role in supporting our attorneys' day-to-day operations . Inner Circle's Legal Assistant will report directly to the owner, Bryan Etter, and primarily function as his "right hand" with regard to a variety of administrative and operational tasks. While the role is intended to be flexible, and account for Bryan/Inner Circle's evolving and everyday specific needs, the following provides an overview of the Legal Assistant's core functions: Duties Primary point of contact for Federated Insurance
- Phone calls with Federated's Regional Marketing Manager, as well as calls/emails with the Marketing Reps (MR's)
- This will extend to the NJ team as well
- These communications focus on scheduling, case status updates, prospect tracking Relationship liaison for Inner Circle's other referral sources
- Scheduling Networking Meetings (NM's), communicate regarding scheduling, provide case status updates for referred clients, etc.
Schedule meetings with clients as directed by Bryan Draft and send Estate Planning Summary Letters (and follow up) Printing and other support to prepare for meetings Scanning signed documents Prospective Client ("PC") Tracker maintenance (and follow up) Sharepoint and Clio organization maintenance EP Portfolio building and delivery (FedEx or coordinate client pickup) Funding / Review Request Emails Special projects (marketing, business development, etc.)
Pay:
$25.00 per hour
Benefits:
401(k) matching Paid time off
Work Location:
Hybrid remote in Milford, CT 06460