Are you a highly organized and detail-oriented individual looking for a dynamic role in a fast-paced environment? Our law firm is seeking a Receptionist to join our team and assist with day-to-day operations. As the first point of contact for our clients, you will play a critical role in ensuring their needs are met while representing our firm in a professional manner.

• Field phone calls for the law firm and direct calls to the appropriate party
• Schedule new appointments and follow up with clients as needed
• Schedule Zoom meetings for clients and attorneys and send calendar invitations
• Conduct professional emails to confirm appointments and communicate with clients
• Input new client information for consultations into our CRM system
• Create new client files and maintain accurate records
• Draft representation agreements and legal documents
• Mail and file legal documents with the appropriate court or agency
• Scan documents in and organize client files electronically
• Keep the office clean and presentable for clients and staff
• Order and maintain office supplies and equipment
• Create a visual aid each week for office metrics on client meetings, revenue, and synergy meetings

• High school diploma or equivalent; associate degree preferred
• Excellent communication and customer service skills
• Proficiency in Microsoft Office and Google Suite
• Experience with CRM software preferred
• Strong organizational skills and attention to detail
• Ability to multitask and prioritize tasks effectively
• Professional and positive demeanor
• Prior work in law, financial planning, banks, wealth management, or accounting offices as an executive or strategic assistant is useful but not required
• Prior work in service industry such as restaurant server or hostess, hospital, nursing home, hotel, hospice, or healthcare is useful but not required
• Interest in the legal field is a plus

Our Mission is to protect Tennessee families by creating unique estate plans that ensure assets and loved ones are secure for each generation. We serve this mission by partnering with a variety of financial advisors, wealth managers, CPAs, and agents to complete the planning process in a holistic style. We’re committed to educating Tennesseans through a variety of venues including online workshops, in-person seminars featuring guest speakers, podcasts, and bringing education to our partnered financial advisors. Our company is faith-based, and our Core Values are in-line with our family-centered approach to life. Our Core Values: Disciplined, Accountable, Transparent, Aligned, Focused, and Results-Oriented. We aim to implement 5,000 estate plans over the next ten years to have a massive impact on Tennessee by protecting one family at a time.