elder law, and estate and trust administration. The primary responsibilities include: - Proficiency in Lackner Software for estate management. -... Preparation of Pennsylvania Inheritance Tax Returns. - Proficient use of Microsoft Office for documentation and communication. - Management of multip...
educational events or schedule events for attorney presentations. - Communicate with care providers and Medicaid case workers regarding eligibility. - Assist with filing and maintaining client files. - Utilize Case Management Software to maintain case flow... through the process outlined by attorney. -...
Title: Client Engagement Specialist Job Responsibilities: The Client Engagement Specialist at the law firm is responsible for both sales and customer service duties, focusing on enhancing the firm's client experience and ensuring potential new clients receive the best possible impression of the...
Title: Bookkeeper Job Responsibilities: The Bookkeeper at the law firm will be responsible for managing the firm’s day-to-day financial activities. Key responsibilities include: - Setting up new client matters in the accounting system. - Preparing and editing invoices, including corrections, write-offs, and adjustments. - Handling...
Title: Intake & Events Coordinator Job Responsibilities: - Plan, coordinate, and execute firm-hosted events including educational seminars, client appreciation gatherings, webinars, and professional networking events. - Answer and direct incoming phone calls as part of the administrative team, providing friendly and professional assistance...
Title: Paralegal - Estate Planning & Probate Job Responsibilities: - Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and advance directives under attorney supervision. - Assist in all phases of probate and estate administration, including preparing petitions, notices, inheritance...
Title: Public Benefits Coordinator Job Responsibilities: - Guide clients and their families through the Medicaid eligibility process, including gathering financial records, verifying assets and income, and identifying spend-down or planning needs. - Complete, submit, and track Medicaid applications for institutional (nursing home) and...
Title: Client Engagement Specialist - Inside Sales Job Responsibilities: The primary role of the Client Engagement Specialist at the law firm is to act as the first point of contact for clients, providing a compassionate and professional experience during their initial interactions....
Title: Intake Specialist Job Responsibilities: - Maintain and update the customer database to ensure that information on prospective and past clients is current. - Funnel new qualified leads into the sales pipeline by following up with each prospect through various communication methods such...
Title: Intake & Events Coordinator Job Responsibilities: - Plan, coordinate, and execute firm-hosted events such as educational seminars, client appreciation gatherings, webinars, and professional networking events. - Answer and direct incoming phone calls as part of the administrative team, providing friendly and professional...
Title: Operations Manager Job Responsibilities: Planning and Administration - Serve as a key member of the leadership team responsible for executing, refining, and improving the law firm’s Business Plan. - Assist in setting, tracking, and achieving EOS Rocks and scorecard metrics. - Help identify and...
Title: Estate Administration Paralegal Job Responsibilities: The Estate Administration Paralegal at the law firm is responsible for executing a variety of estate administration functions. The role includes drafting estate planning and administration documents, as well as preparing deeds and real estate documents....