Client Relations & Administrative Assistant

Focus Estate Solutions

Focus Estate Solutions is a client-centered estate planning and administration practice dedicated to helping families protect what matters most. We are known for professionalism, compassion, and building lasting relationships with every client we serve.

We are a systems-driven boutique firm with high standards for client experience, accuracy, and confidentiality. Our work is meaningful and detail-oriented — and we take pride in doing it well.

We are looking for someone who wants more than a job — someone who can follow directions and is seeking a long-term professional home.

Position Summary

We are seeking a dependable, detail-oriented, and client-focused Administrative Assistant to join our team.

This role blends front-office leadership with internal systems coordination. You will serve as the first impression of the firm while also managing key administrative processes that keep our practice running smoothly.

The right candidate is organized, proactive, tech-comfortable, and takes ownership of their responsibilities.

To Apply

Email your resume and a short cover letter using the word "Focus" in the first paragraph or heading of your letter to focusestatesolutions@gmail.com

Primary Responsibilities

• Serve as receptionist and “face of the firm”
• Communicate professionally with clients, prospects, and referral partners
• Manage new client intake and follow-up communication
• Maintain attorney calendars and scheduling
• Oversee CRM and workflow systems (Clio and Constant Contact)
• Prepare and send engagement agreements and invoices
• Maintain organized digital and physical client files
• Manage incoming mail and firm email inbox
• Support internal office systems to ensure efficient daily operations

Performance Expectations:

• Respond to client inquiries within one business day
• Maintain highly accurate records and documentation
• Handle confidential information with discretion
• Manage multiple priorities in a deadline-driven environment

Required Qualifications

• Minimum of two years of professional office or customer service experience
• Excellent written and verbal communication skills
• Strong organizational ability and attention to detail
• Proficiency in Microsoft Word and Excel
• Comfortable learning and using CRM and workflow platforms
• Bachelor’s degree preferred, or equivalent professional experience

Ideal Candidate

• You are reliable and professional.
• You take pride in getting the details right.
• You enjoy systems and organization.
• You are proactive rather than reactive.
• You value being part of a small, close-knit team with purpose.
• You are looking for a career home — not a temporary position.

Compensation & Benefits

Competitive salary based on experience and systems proficiency.

Benefits include:

• Paid holidays and vacation
• Health insurance
• Retirement plan with employer match
• Continuing education opportunities
• Supportive, team-oriented culture

Pay: $19.00 - $23.00 per hour

Expected hours: 40.0 per week

Benefits:

• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Experience:

• customer service: 2 years (Required)

Work Location: In person