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A boutique professional services firm is seeking a highly organized Legal Operations & Client Services Coordinator to support client onboarding, billing, document management, and client communications in a fast-paced, deadline-driven environment.
This role combines legal administration, client service, and billing responsibilities and is ideal for someone who enjoys managing multiple priorities, building strong client relationships, and ensuring nothing falls through the cracks.
**Legal Operations & Client Services Coordinator (Paralegal) Responsibilities:**
* Manage client onboarding and engagement documentation
* Coordinate document collection and follow-up with clients
* Serve as a primary point of contact for client communications
* Prepare, distribute, and track invoices
* Support billing, collections, and payment reconciliation activities
* Maintain accurate client records and workflow tracking systems
* Coordinate calendars, scheduling, and administrative activities
* Assist with process documentation and operational improvements
**Legal Operations & Client Services Coordinator (Paralegal) Qualifications:**
* 3+ years of experience in a law firm, CPA firm, wealth management firm, or other professional services environment
* Experience with legal billing, invoicing, collections, or financial administration
* Strong organizational and time management skills
* Excellent written and verbal communication abilities
* Experience handling confidential information with discretion
* Proficiency with QuickBooks Online or similar accounting software preferred
* Paralegal certificate or equivalent legal administration experience preferred
**What We're Looking For in Legal Operations & Client Services Coordinator (Paralegal) Candidates:**
* Process-oriented and highly organized
* Strong follow-through and accountability
* Comfortable managing multiple deadlines simultaneously
* Professional, polished communicator
* Able to work independently with minimal supervision
* Detail-oriented and accurate with financial and client information
This position experiences seasonal workload fluctuations, with a busier period from approximately February through August and a more predictable pace during the remainder of the year.
**Legal Operations & Client Services Coordinator (Paralegal) Benefits:
** $50,000–$70,000 base salary, with potential bonus opportunities based on performance. Exceptional candidates may be considered above the posted range.
* 401(k) retirement plan
* Paid Time Off (PTO)
* Professional, collaborative work environment
* Opportunity to work closely with senior leadership and gain exposure to a highly specialized professional services practice
* Potential for hybrid flexibility over time based on performance and business needs
* Predictable off-season workload following peak filing periods
Please Note: Health insurance is not currently offered. The company is actively evaluating future health insurance benefits offerings.
Apply today to learn more about this unique opportunity.
JOB ID: 177158
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Renee Tabak