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Client Services Coordinator (Office)
The Estate Planning Law Group
Wheaton, IL
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Location: Wheaton, IL

Status: Full-time salaried employee

Salary: Starting at $50,000, depending on experience

Benefits:

  • Health, life, and disability insurance;
  • 2 weeks PTO in the first year (increasing with tenure);
  • All Federal Holidays off;
  • Career development opportunities

Schedule: Full-time, on-site


Job Overview

The Estate Planning Law Group in Wheaton, IL is seeking a Client Services Coordinator (also known as a Legal Administrative Assistant or Client Intake Specialist) to join our small, professional law firm. This full-time, on-site role is ideal for a highly organized and detail-oriented individual who enjoys providing exceptional client service and supporting attorneys and paralegals in a fast-paced legal environment.


Key Responsibilities – Client Services & Legal Administration

  • Manage client intake calls, scheduling, and follow-ups
  • Prepare new client packets, engagement agreements, and estate planning documents
  • Assist in client signing sessions, including document preparation, scanning, collation, and notarization (Notary Public commission required or willingness to obtain)
  • Maintain professional client communications via phone, email, and voicemail
  • Organize, scan, file, and manage both paper and electronic legal documents
  • Open new matters in Smokeball and update client and matter records
  • Prepare mailing packets, binders, and marketing materials
  • Manage office supplies, branded items, and inventory
  • Proofread documents for accuracy and formatting
  • Schedule appointments, witness signings, and manage attorney calendars
  • Prepare conference rooms and assist with client hospitality
  • Support attorneys and office management with special projects and administrative tasks


Skills & Qualifications

  • At least 3 years of office or legal administrative experience
  • Excellent client communication and service skills, both in person and on the phone
  • Strong organizational, multitasking, and problem-solving abilities
  • Exceptional proofreading skills with high attention to detail
  • Willingness to learn new legal systems and improve existing processes
  • College or associate degree preferred but not required
  • Smokeball experience is a plus


Core Values & Qualities

We are looking for a team member who embodies:

  • Integrity
  • Excellence
  • Collaboration
  • Mindfulness
  • Consistency and reliability


About Our Law Firm

Our estate planning law firm has been serving the Wheaton, IL community for over 30 years. We are a small team of long-term employees who value collaboration, professionalism, and high-quality client service. While we work hard, we enjoy each other’s company and take pride in creating a supportive, client-focused environment.


How to Apply

Please submit your resume and references to jennifer@hiringandempowering,com with the subject line: “Client Services Coordinator Application.”


Remote Work Policy: This position is primarily on-site at our Wheaton office. Remote work is not available as a standard option; however, occasional flexibility for special circumstances may be considered at the discretion of management.



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