Client Service Workshop Coordinator Job at Law Offices Of David L Carrier P C
The Law Offices of David L. Carrier, P. Can Estate Planning and Elder Law firm with offices in Grand Rapids, Holland, Norton Shores, and Portage. We are passionate about making the rules work for the people who play by the rules. Out team works together to preserve our clients’ assets, through superior estate planning documents, to avoid nursing home poverty.
Statement of Purpose:
The Client Service/Workshop Coordinator for our Holland and Norton Shores offices will be our clients point of contact throughout the Estate Planning process. The ideal candidate must have outstanding people skills, proven sales background, excellent follow-up skills, ability to multi-task, and genuinely want to impact someone’s life.
Objectives, tasks, duties, functions & responsibilities:
- All preparation and management of workshops including but not limited to, scheduling, registration, room set-up, ZOOM webinar, sign-up clients, and client follow-through the sales funnel, tracking results on excel, and achieving conversion goals.
- Partnering with the Client Service Supervisor to evaluate results, successes, and ideas for improvement.
- Client service – Answer, transfer, document calls. Create statements, accept payments, and draft letters.
- Administrative – Maintain clean office, order/monitor supplies, ensure the highest standards for our clients and team members.
- Business Development – Connect with networking groups, volunteer organizations, to promote the firm through events and develop relationships to grow the business.
Education Required: Bachelor’s Degree or equivalent in work experience
Qualifications:
- 1-3 years sales experience
- Proficient in all Microsoft office programs, specifically Excel
- Excellent communication skills both verbal and written
- Has a heart for seniors and making a difference every day
Benefits:
- Medical and Dental
- Teladoc
- EyeMed Vision
- Short-term Disability
- PTO and Holidays
- Pine Rest – Employee Assistance Program (EAP)
- 401(k) with 3% match
Work Location: Holland and Norton Shores offices
Hours: Full-time with two ½ day workshop Saturdays each month (those weeks ½ day off during the week)
- This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.
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