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Spanish Speaking - Customer Service Director / Executive Assistant (Palm Desert)

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Posted : Monday, September 02, 2024 08:03 PM

Executive Assistant to Managing Attorney / Customer Service Director for Law Firm Clients Compensation: $20- $25 Employment type: part-time, 24HR- 32HR/Week Typical Office Hour Schedule: M-F 9AM - 5PM OR 12PM - 5PM OR 2PM - 7PM SAT 9AM-2PM CLIENT SERVICES DIRECTOR Would you love to help families in our community do the right thing for the people they love? Have you worked in financial services, handled real estate closings or helped clients complete insurance applications? Are you self-motivated, easy to get along with, and detail oriented? If so, you might be the key team member we are seeking.
Our law firm is on a mission to be the GO TO law firm for Spanish speaking entrepreneurs and families.
We serve our community with pride and we make the lives of families and small business owners better.
We are seeking a sharp, driven, friendly Client Services Director to become part of our team for the long-term.
This is a part-time or full-time, hourly position with a lot of room to grow, as we are just in the process of establishing our systems, and will need you to assist in implementation and execution on our behalf, using the technology and training we’ve invested in to support you.
We operate from a shared office space in Palm Desert, with plans to relocate to Indio.
Although our attorney works virtually or from our Los Angeles Office, you will be expected to work from our office in Palm Desert.
We are open typical business hours, and you will be expected to work the bulk of your hours within that time frame, plus two evenings a month, and two Saturdays a month.
You MUST be “tech savvy” and able to handle working with several different databases of information.
One of your most critical and immediate jobs will be to learn, understand and master the various systems that support us to serve our clients and ensure they have a “Wow!” experience every time they interact with our office.
If you are the right person, you’ll be ready to jump in and make coffee, fill the printer with paper, and be able to talk to potential clients in Spanish helping them figure our how to upload their intake information on their computers… or even do it for them.
But, the most important part of your job involves talking with our prospects who are curious about our services, educating them about our process, and then once they hire us, ensuring that we get their chosen estate plan completed, signed, delivered and done right.
In the early days of our work together, while in training to serve clients, you may be helping with our marketing efforts, helping with social media, getting our lawyer and firm seen and heard in the community.
Then, you will follow up on leads and set appointments for Estate Planning Consultations - during which we consider family dynamics, assets and what the ideal plan is for each family we work with.
From there, you will help us deliver on the chosen planning solutions for each client.
You must be able to think on your feet and make smart decisions.
Is this an easy job? Definitely not.
However, the potential for growth and long-term employment is high, and if you’ve been seeking to work in a family atmosphere where you can make a real impact in the lives of the people in our community, we would love for you to apply to work with us.
EXECUTIVE ASSISTANT Answer phone calls, book appointments, manage attorney calendar, organization of digital and physical client files, organization of law firm documents, templates, social media knowledge/experience a plus.
COMPENSATION Compensation will include hourly pay + bonuses based on reaching overall goals of the practice.
We will be transparent about the firm goals, and how you will contribute to the firm meeting those goals.
If you would love to grow with us for the long-term, and you are able to support us to serve our clients as THE go to lawyers for families and small business owners in our community, please apply as follows: Send us an email that clearly conveys WHY you would be a great fit for our team with details about your past experience working directly with clients, working within various technology platforms, and how working with our office fits into your long-term career plans.
Please include your hourly pay requirements plus your ideal compensation as we work together to hit our goals.
BONUS: if you add a recorded “LOOM VIDEO” speaking in Spanish with these details you will secure a ZOOM interview with the attorney.
Plus, we’d love to see your personality, communication, and comfort speaking on camera Please put “2024 IM READY!” in the subject line of your email.

• Phone : NA

• Location : Palm Desert,CA

• Post ID: 9048809171


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