The short version We teach free estate planning workshops at libraries around Greenville County. Thirty to forty families come to each one. At the end of the hour, many of them check a box that says, in effect, "Yes, call me. I would like to sit down with the attorney." The next morning, someone has to call every one of them. Then call again three days later if they did not pick up. Then a week after that. Warmly, on schedule, and with a note written down after every attempt. That is half of the person we are hiring. The other half is a legal assistant: keeping the attorney's calendar straight, getting signing packets and client binders ready on time and proofed to the last date, and keeping our client tracker and CRM clean enough that nothing falls through. Roughly 60 percent phone and follow-up, 40 percent everything else. The phone half comes first, every morning, without exception. If you like being on the phone with real people, you keep your word, you write down what you did, and you get a small kick out of a binder that is tabbed exactly right, you will be very good at this job and we will make sure you know it. If you would rather send an email than make a call, please stop reading here, with our thanks for your time. Who we are Estate Plan Greenville is a flat-fee estate planning law firm. We help families in Greenville, Greer, Simpsonville, Mauldin, Travelers Rest, and Easley put wills, trusts, and powers of attorney in place without the overwhelm, and without an hourly bill. What you will actually do The phone half: The morning-after calls. Every workshop produces a stack of response forms. By 11:30 the next morning, every family who asked for a call has heard from you.

The call is short:

thank them for coming, offer two specific times to meet with an attorney, book it, log it. Inbound. You answer the main line live during business hours, return missed calls within 30 minutes, find out what the caller needs, and get the right people on the calendar. You never give legal advice and never quote fees. You make people feel they have reached the right place. Workshops. One evening a week, you run check-in at the door, keep the room moving, and collect the response forms before the chairs are stacked. Before each one, you print the forms and flyers, pack the kit, and confirm the room with the venue. The people you greet tonight are the people you call tomorrow morning. That is on purpose.

The legal assistant half:

Scheduling. Design meetings and signing meetings go on the attorney's calendar in the right slots, get confirmed the day before, and get rescheduled the same day if something moves. When a signing happens at a client's home, you line up the mobile notary and send them the signing instructions. Signing packets and binders. You assemble every signing packet, tab it, and proof names, dates, and spellings across every document so the signing goes without a hitch. Packets are complete 48 hours before the signing. Every client leaves their signing with a finished binder. You keep the binder stock and supplies in order and move boxes when we move boxes. The tracker and CRM. Every lead has a source, a stage, and a next step. Workshop registrations are imported the morning after the event. Engagement packets go out the day a client says yes. The follow-up emails go out on schedule. If it is not written down, it did not happen, and you are the person who writes it down. The Monday scorecard. Fifteen minutes every Monday by 10:00 am: leads, consultations booked, consultations held, and registration pace for the next workshop. A typical day 9:00, inbox and tracker. 9:30 to 11:30, call block, phone only, no exceptions. 11:30 to 12:30, log every attempt, update the CRM, handle scheduling.

Afternoons:

packets, binders, workshop kit, client emails. Workshop nights, 5:00 to 8:00, and a later start the next morning. How you will know you are winning Every "call me" form from a workshop is called by 11:30 the next morning. Every single one. Nothing in the tracker is overdue at Friday close. Four out of ten workshop attendees end up on the calendar. Nine out of ten inbound calls are answered live. Every signing packet is complete and proofed 48 hours before the signing, and no signing is ever postponed for a packet error. Every lead in the CRM has a source, a stage, and a next step. No orphans. The Monday scorecard is done without a reminder. This job is for you if You have done a job where the phone was most of the day and you did not mind it. Front desk, appointment setting, insurance, customer service, a medical or dental office, inside sales. The industry matters less than the phone. You have kept a busy professional's calendar or an office's paperwork straight, and you liked the feeling of nothing falling through. You are comfortable, patient, and genuinely kind with people in their sixties, seventies, and eighties, including the ones who want to tell you about their grandchildren first. You keep a list, work the list, and update the list. A checklist feels like a friend, not a leash. You catch the wrong middle initial on page 14. When something did not get done, you say so, plainly, before anyone asks. You want a job where your work is visible in numbers you can be proud of. This job is not for you if You count a voicemail as a completed call. You would rather text or email than talk. You would rather build a binder than make a call. Both are the job, but the calls come first every morning, and the binder waits until 11:30. "The phones were slow today" is a sentence you might say. You need someone looking over your shoulder to do the work. Weekday evenings are impossible. How we work Every call you make runs through the firm's phone system and shows up in a log. If that bothers you, this is not your job. If your reaction is "good, then my work speaks for itself," keep reading. The log is how we know what to celebrate, where to help, and how your bonus gets calculated. Pay, hours, and the path $22 to $25 per hour, depending on experience. $25 for every consultation you book that actually takes place. Full-time, Monday to Friday, roughly 9 to 5, plus one or two workshop evenings per week. On workshop weeks you start later the next morning. Your first month is in our office in downtown Greenville. After that, a mix of office and home, with your call block at the same time every day and your packet and binder days in the office. This is the front door and the back office of a growing firm, and the people who master both are the ones we grow into operations and client service roles as we open new markets. This seat is a launchpad, not a ceiling. How to apply (two steps, both required) Apply here on Indeed with your resume. Call 864-477-1271 and leave a voicemail under 90 seconds. Tell us your name, why this job, and then read this line as if you were calling a real family: "Hi, this is [your name] calling from Estate Plan Greenville. You asked us to reach out after Tuesday's workshop, and I would love to find you a time to sit down with one of our attorneys." We listen to every voicemail, usually the same day. We do not review resumes from applicants who skipped the call. If you are the person we described above, you already know why. Estate Plan Greenville is the estate planning practice of Grah Law LLC and is an equal opportunity employer.

Pay:

$22.00 - $25.00 per hour

Benefits:

Free parking Paid time off Application Question(s): On some days in this role you will place 30 or more outbound phone calls to people who asked us to contact them. Are you willing and able to do that? Are you available to work one to two weekday evenings per week (about 5:00 to 8:00 pm) to help run our workshops? Did you call the number in the job post and leave the voicemail described there? How many years of experience do you have in a phone-heavy role (customer service, front desk, appointment setting, insurance, sales, medical or dental office)? How many years of experience do you have in a law office, or in an administrative role supporting a busy professional (scheduling, client paperwork, CRM or client tracking)? This role includes assembling and transporting client binders and workshop materials (boxes up to about 25 pounds). Can you perform this with or without reasonable accommodation? Ability to

Commute:

Greenville, SC 29615 (Required)

Work Location:

Hybrid remote in Greenville, SC 29615