Description
Legal Receptionist - Entry Level | Estate Planning Probate
Are you detail-oriented, client-focused, and ready to build a real career in law? DuPont Law Group is hiring a Legal Receptionist to join our Estate Planning Probate team. This is an entry-level role with a structured growth path - we promote from within and celebrate the advancement of every team member.
What You'll Do:
- Serve as the first voice clients hear - answering inbound calls with professionalism and warmth
- Conduct outbound client follow-up to confirm appointments and gather required documentation
- Assemble estate planning document binders for client meetings
- Attend initial client meetings and capture detailed notes for the legal team
- Enter client data into WealthCounsel with 98%+ accuracy
- Scan and upload executed documents into Everplans per confidentiality protocols
What We're Looking For:
- Exceptional phone presence and client communication skills
- Meticulous attention to detail and commitment to accuracy
- Reliable, punctual, and deeply accountable
- A genuine drive to grow and build a professional career
- Prior receptionist or administrative experience preferred but not required
Your Growth Path:
- This Level One role is the foundation of a clear three-level career ladder within our firm. With consistent, strong performance - tracked and reviewed quarterly - you can advance to:
- Level Two: Draft estate planning documents, obtain Notary certification, lead execution meetings, manage client workflows in Pipedrive CRM
- Level Three: Conduct client intake and conversion, perform advanced document drafting, handle complex client matters, and collaborate directly with attorneys