Office Services Coordinator

Job Description

About Us:

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Cona Law is an award-winning and well-respected elder law and estate planning firm dedicated to serving the legal and financial needs of older adults and their families. We concentrate in legal matters such as asset protection planning, estate planning, Medicaid planning and applications, guardianships, estate litigation, and health care reimbursement and recovery. We are committed to providing compassionate, high-quality legal services with integrity and professionalism.

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Position Summary:

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The Office Services Coordinator will provide support to the Chief Operating Officer (COO)/Head of Marketing and Senior Partner to schedule appointments, manage their calendars, and provide additional assistance as needed. This position requires strong organizational, administrative, and interpersonal skills.

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Key Responsibilities:

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• Confirm non-client-related appointments per the calendar for the Chief Operating Officer (COO)/Head of Marketing and Senior Partner.
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• Register the Senior Partner for networking meetings, industry group events, etc. as requested.
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• RSVP for events as requested.
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• Register Partners and presenters for conferences; make travel arrangements; book hotels.
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• Schedule schmooze/networking (non-client) meetings.
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• Complete administrative tasks assigned by the Senior Partner.
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• Assist with Board duties (AFSP, ELIJA) for Senior Partner.
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• Add Senior Partner contacts to Clio (business cards or forwarded e-mails).
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• Check the outbox for the Senior Partner and deliver to whomever is noted.
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• Assist the COO/Head of Marketing with administrative tasks to prepare for virtual and in-person events.
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• Work closely with the HR Manager to review applications for “Senior Dreams” and coordinate wishes.
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• Provide back-up to Client Care Coordinators in the Intake Department as needed.
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• Cover the front desk during lunch breaks and any other time needed.
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• Scan and destroy closed files and prepare them for shredding.
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• Complete special projects, including clearing out the closed files in the basement.
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• Take the mail downstairs daily.
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• All other duties as assigned.
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Qualifications:

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• High school diploma or equivalent required.
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• Associate’s degree or relevant technical certification is a plus.
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• Experience in administrative support required.
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• Ability to multitask and prioritize tasks in a fast-paced environment.
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• Strong proficiency in Microsoft Excel and Office Suite.
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• Excellent attention to detail and organizational skills.
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• Strong interpersonal and communication skills.
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• Ability to manage multiple tasks and deadlines with minimal supervision.
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• Self-starter with a can-do attitude.
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• Experience with elder care or trust & estates law firms a plus.
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Benefits:

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• Competitive salary commensurate with experience.
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• Health, dental, and vision insurance.
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• 401(k) plan with firm match.
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• Generous paid time off and holidays.
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• Opportunity to work in a supportive and collegial environment.
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Additional Perks:

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• Flexible schedules.
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• Work/life Integration.
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• Awesome company parties/events.
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• Fun, energetic work environment.
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• Opportunity to learn new skills!
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• State-of-the-art gym with complimentary membership.
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• Interior Pickle Ball and Basketball Courts with on-site locker rooms and showers.
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• Interior Golf Center with simulator and putting green.
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• On-site Restaurant & Dining Area with Foosball and Shuffleboard Tables.
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• In-office Zen Room for relaxing quiet time.
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• Charitable events and opportunities for community involvement.
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• Social events fostering a positive, engaging work environment.
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• Superb Firm Culture, a collaborative work environment, regular company outings, stocked kitchen.
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• Centrally located, modern office building, beautiful contemporary offices, ample parking, convenient headquarters in Melville, Long Island.
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Growth Opportunities:

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• Senior Office Services Coordinator
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• Operations Coordinator
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