Client Services Assistant - Estate Planning

Client Services Assistant•Estate Planning

THE RIGHT STAFF

•3.6 Plymouth, MN Job Details Temporary | Contract $25•$30 an hour 1 day ago Benefits Paid holidays Health insurance Referral program Qualifications Teamwork Process improvement Administrative experience Attention to detail Task prioritization Organizational skills Law office Productivity software Full Job Description Do you enjoy working directly with clients and keeping multiple moving pieces organized at once? Are you detail-oriented, tech-savvy, and confident managing follow-ups, documentation, and communication in a professional setting? This full-time Estate Planning Client Services Assistant role supports a collaborative legal team focused on delivering seamless and high-quality client experience. This position works closely with the estate planning attorney and operations team to manage client intake, track active files, and ensure timely follow-up throughout the estate planning process. Ideal for someone who thrives in a fast-paced, client-facing environment, enjoys organization and process, and can balance multiple priorities with accuracy and professionalism.

JOB DETAILS

Full-time, contract/contract-to-hire opportunity

Location:

100% On-Site in

Plymouth, MN Schedule:

Monday to Friday, standard business hours with flexibility based on client meetings Work environment: Professional office setting

Compensation:

$24/hr. To $34/hr.

THE RIGHT STAFF

offers basic benefits package including employee-paid health plan & insurance plan options, paid ESST, holiday pay, and referral bonuses while on contract

KEY RESPONSIBILITIES

Support client intake process following initial attorney consultations Collect, review, and accurately document client information within CRM systems Manage 8-12+ active client files, ensuring progress and timely completion Conduct consistent follow-up with current clients to gather required documentation and keep files moving Maintain detailed and accurate client records in systems such as Salesforce and DocuSign Follow up with prospective clients to support engagement and conversion Compile and deliver weekly activity reports and track client progress Prioritize tasks and workflows based on timelines and client needs Collaborate with attorneys and internal teams to ensure efficient case progression Provide professional, responsive communication to clients via phone, email, and in person Support process improvements while adhering to established workflows

MINIMUM REQUIREMENTS

Prior experience in a client-facing administrative, legal, or professional services role Strong organizational skills with exceptional attention to detail Ability to manage multiple priorities, deadlines, and client files simultaneously Comfortable learning and navigating systems such as Salesforce, DocuSign, or similar tools Proficiency with Microsoft Office Suite Excellent communication skills and professionalism in client interactions Ability to work independently while maintaining accountability and accuracy Coachable mindset with willingness to learn and follow established processes

PREFERRED QUALIFICATIONS

Experience in estate planning, legal services, or financial services Previous experience working with CRM systems and document management tools Exposure to process-driven environments with high client volume

APPLY NOW!

Qualified candidates may apply by sending their resumes to We thank all interested candidates. However, only those selected for interviews will be contacted. To view additional positions and apply directly, visit our website: www.therightstaff.com/searchjobsnow

THE RIGHT STAFF

wants to help you succeed! Our team of seasoned professionals works to match you to the best job, best fit, and best location. From contract assignments to full-time permanent positions, we are here to assist YOU! Let us help YOU create YOUR success!

THE RIGHT STAFF

is an Equal Opportunity Employer.

Pay:

$25.00•$30.00 per hour

Experience:

Law office: 1 year (Preferred)

Work Location:

In person