Front Desk Receptionist

We are a boutique estate planning and probate firm seeking a client-focused individual who can manage our client intake, support, and case management. This team member is responsible for creating a relationship with potential clients to determine their needs, scheduling the appropriate consultation, and creating an inviting environment for in-office appointments. The specific responsibilities include (but are not limited to):

Scheduling client consultations using our case management system integrated with Outlook.

Entering potential client contact information and the appointment information accurately in our database.

Managing the firm calendar using the time-blocking system for each attorney.

Greeting clients for in-office appointments and creating an inviting environment.

Answering administrative client questions and taking messages.

Relaying information accurately from team members to clients and from clients to team members.

Following up with clients to gather documentation and information required.

Assisting with the preparation of estate plan binders for client signatures.

Serving as a witness for plan signings (certified notary a plus).

Maintaining a neat and tidy reception area and conference rooms.

The ideal candidate will be a PEOPLE PERSON who is also detail-oriented, able to work independently while managing multiple phones lines. They can prioritize their workload to enable a smooth workflow for our team and for our clients, with whom they have created an instant rapport and positive relationship.

This is an in-person position in our Bowie, MD office.