Legal Assistant I, Client Specialist

Job Description

Job Description

Who We Are 

Evans & Davis exists to champion family legacies. We’re a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. We know our field inside and out, and we build client relationships that last a lifetime.

When you join the Evans & Davis team, you join an organization fiercely committed to our core values:

• Excellence–Practice Like a Champion: We work hard and compete to win. We’re preparing for the championship–performing to our highest level, improving our craft, and consistently exceeding expectations;
• Compassion–We Invented the Meal Train: We care deeply about our clients, each other, and the community–showing up in the good times and the tough times. Every interaction is rooted in trust, respect, and genuine concern;
• Hospitality–Everyone Has a Grape Soda: We create unforgettable moments–practicing unreasonable hospitality and highlighting each person's uniqueness. This leaves a lasting impact on clients, referral sources, and each other;
• Strategic Anticipation –We Play Chess, Not Checkers: We anticipate next steps–looking ahead to solve problems. This makes life easier for colleagues, and the client experience improves; and
• Tactical–We Chainsaw the Trees: When we see a problem, we fix it–clearing obstacles, solving problems, and diving into every task with a team-first attitude. We’re all in this together.

How You’ll Make a Difference

As an ambassador for our organization, the Client Specialist establishes relationships with Evans & Davis clients built on trust, respect, and genuine care. You’ll provide necessary client communication and administrative support to attorneys, case managers, and staff–serving throughout the client journey with compassion and efficiency.

Your Job Description

• With excellence and care, initiate, maintain, and respond to client communication by phone, email, and text message throughout the client’s planning journey;
• Coordinate with clients to efficiently schedule and confirm all in-person and virtual meetings;
• Collect, audit, organize, and prepare documents for all meetings;
• Accurately create, edit, and manage client files with provided information for physical and digital systems;
• Regularly update client information in Lawmatics–the firm’s CRM tool;
• Provide general administrative assistance, including updating and maintaining attorney calendars, booking conference rooms, and making attorney travel arrangements; and
• Work collaboratively as an important member of the Client Specialist Team, assisting colleagues and providing client coverage as needed.

Who You Are

• Enjoy spending considerable time on the phone, guiding and assisting clients;
• Can communicate verbally and in writing with excellence, building positive relationships with clients and colleagues;
• Show exceptional attention to detail and consistently complete tasks with a high degree of accuracy;
• Exhibit a passion for helping people;
• Enjoy a fast-paced workplace; 
• Be flexible and open to change and improvement;
• Navigate sensitive information with compassion and confidentiality;
• Work effectively under pressure; and
• Bring a positive, team-first attitude to every interaction.

Other Role Requirements

• Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel; and 
• Experience in a customer service role or similar, including experience spending significant time communicating with clients by phone.

Our Benefits and Perks

Great work comes from great people who are trusted, empowered, and supported. That’s why Evans & Davis provides meaningful benefits and earned perks. 

• Medical, dental, vision, life, and long-term disability insurance at no cost for eligible, full-time employees;
• Health Savings Account;
• 401K match;
• Paid parental leave;
• Earned flexibility;
• Learning & development opportunities; and
• Holiday parties and team outings.