Responsibilities

• Manage all professional relationships and ensure their needs and expectations are being met
• Manage all community relationships to ensure their needs and expectations are being met
• Establish referral goals from each referral source type and work with law firm team and marketing to obtain referral goals
• Follow-up with all cancelled or no-show client appointments to ensure rescheduled timely
• Ensure quality customer service to clients, potential clients, and their families
• First contact for all new callers to firm and enroll into workshop or initial meeting
• Responsible for scheduling all office appointments for staff and confirmation calls for workshops and initial meetings
• Convert workshop attendees to vision meetings and follow up in a timely manner
• Monitor calendar to ensure monthly goal is reached
• Update calendar to reflect prospect conversion in client management software

Requirements

• Academic: Associate Degree or a High School Diploma with 2 to 3 years Member/Client Services/Sales experience
• Skills/Knowledge & Ability: Strong sales and enrollment skills
• Above average administrative/clerical/technical skills, and the ability to operate necessary office equipment and software
• Computer, Telephone, Fax, Scanner, Copier, Postage Meter
• Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point)
• Type proficiently and accurately at a minimum of 35 to 40 words per minute
• Knowledge, skills and ability to perform functions and develop administrative procedures and systems to manage all task at hand such as; documenting information
• word processing (dictation, correspondence, memos, etc ... )
• data entry and verification
• managing files