Job Details

Client Executive – Legal Services

Company name


Organization Type


Job Type

Legal Staff

Date Last Verified

Mar 28, 2020

Valid Through

Jul 11, 2020

Posted on

May 22, 2019

Years of Experience

Min 1 yrs required


Indianapolis, IN, United States

Employment Type



Practice Area
Corporate >> Corporate - General
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Client Executive – Legal Services
The candidate responsible for understanding charitable giving vehicles including donor trusts, trust rules and regulations and performing research to follow up verbally and in writing with clients. A positive attitude enables them to build strong client relationships and also work as a cross-functional, internal team member. Ensure client retention, loyalty, and continued opportunities with excellent client service achieved through pro-active client contact, prompt and accurate responses, high energy and enthusiasm. Serve as first point of contact for problem resolution. Thorough daily follow-up to ensure that all statements, financial transactions, and data entry are processed in a timely manner. Run daily/weekly/monthly reports to discover and act on exception reporting. Maintain and update client records. Promptly and accurately communicate to management and clients about amendments, adjustments, changes or errors. Follow procedures for documenting standards or errors. Work with clients, staff legal counsel, and CPA’s to ensure that the philanthropy tool is administered in compliance with trust documents, contracts, laws, and IRS regulations. Review documents and provide paralegal support as needed for staff attorneys throughout life cycle of each charitable giving vehicle. Prepare documents, contracts and materials for board meetings, client appointments, and regulatory filings. Provide coordination and administrative support for 60+ board meetings annually. Review & propose projects/processes to enhance Company effectiveness. Exercise initiative in assisting with projects and helping where needed. Liaison for inter-department client relationships. A Bachelor’s Degree preferred. Paralegal experience and experience in the legal industry preferred. Microsoft Office Suite experience is required.

Company info

Hiring Coordinator
8910 Purdue Road
Suite 500
Indianapolis, IN 46268

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