Job Description

The Receptionist / Office Administrator (R/OA) is a self-starter with excellent communication skills and a knack for organization. This role is crucial in supporting client relations, ensuring smooth operations for our Philadelphia office expansion, and managing key communication channels. Location: This position is initially offered as a hybrid role, allowing for a blend of remote and in-office work. However, as client base and operational needs expand, this role is structured to transition into a full-time, in-office position. Candidates should apply with the expectation and availability to work on-site at our Devon, PA office five days a week once the growth milestone is reached. Responsibilities: Phone Management: • Answer, screen, and direct calls to the correct individuals • Take precise messages and deliver to the correct individuals Office Management: • Print and prepare estate planning portfolios for in-office signings • Maintain office and office inventory, order supplies, and communicate marketing material needs • Receive mail, deliveries, and packages • Maintain logs of incoming and outgoing mail and/or deliveries • Direct all mail and deliveries to the proper person • Prepare all outgoing mail Client Support: • Attend in-office signings as a witness or notary • Assist clients who stop by to drop off information at the office Administrative Management: • Prepare the conference room before signing with the correct documents, folders, pens, gifts, etc. • Meticulously print all necessary estate planning documents and prepare a portfolio for client signings, ensuring accuracy and readiness • Scan documents after the client signs and upload to the client's folder • Client portfolios are labeled, built, and maintained in an orderly fashion, with records of outstanding items Qualifications: • Exceptional Organizational Skills: Ability to manage multiple tasks, deadlines, and diverse responsibilities with precision and efficiency. • Strong Communication Skills: Excellent written and verbal communication for interacting with clients, drafting newsletters, and managing social media. • Attention to Detail: Critical for preparing legal documents, managing client information, and ensuring accuracy in all communications. • Proficiency in Digital Platforms: Experience with social media management tools, email marketing platforms, and CRM systems. • Proactive and Self-Motivated: Ability to work independently, anticipate needs, and take initiative. • Customer Service Orientation: A friendly, professional demeanor with a genuine desire to assist clients and provide a positive experience. • Adaptability: Comfortable in a dynamic environment, capable of adjusting to evolving responsibilities as the Philadelphia office grows. About Company: At Entrusted Legacy Law, we help people protect their Life & Legacy. Our Mission Provide exceptional legal services with dedication and compassionEmpower individuals to safeguard their Life and preserve their LegacyCommunicate promptly and clearlyExplain legal concepts in simple, direct termsRespect your opinions and welcome your feedbackCare deeply about clients and their loved onesOur Commitment Take time to understand your unique circumstances and goalsTailor legal solutions to fit your needsHelp you navigate complex legal matters with confidenceSupport your present peace of mind and future securityDeliver a thoughtful, client-centered experience every step of the way

Job Tags

Full time, Work at office, Remote work,

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