Client Intake & Legal Support Specialist

Job Description

Job Description

Client Intake & Legal Support Specialist

North Kingston, RI | Full-Time | In-Office

Be the trusted first point of connection for families seeking guidance and grow your career in a firm where your role truly matters.

About Us
Sullivan Estate Law is a well-established boutique firm specializing in estate planning, elder law, and estate administration. Our team has been with the firm for many years, creating a collaborative, supportive environment where people genuinely enjoy working together. Located in a beautifully renovated Victorian home in Historic Wickford Village, we value professionalism and quality client service.

As the firm continues to grow and expand its team, we are looking to add a Client Intake & Legal Support Specialist who will play an important role in supporting both our clients and our internal operations.

About You
As a warm, professional, and naturally organized person, you have a strong ability to connect with people. You understand that the first interaction a client has with a law firm sets the tone for the entire relationship, and you take pride in creating a positive and reassuring experience.

You bring prior experience working in a legal environment and are comfortable navigating client interactions, legal processes, and administrative systems. You are compassionate and patient, especially when working with older clients, and you communicate clearly and confidently. You enjoy managing details, keeping things organized, and supporting a team, while also being eager to continue learning and growing within your legal career.

You are looking for a long-term opportunity where you can take on increasing responsibility and become an integral part of a close-knit team.

What You Will Do

• Serve as the first point of contact for prospective and existing clients, managing calls and scheduling appointments
• Conduct initial client intake and ensure information is captured accurately and efficiently
• Communicate with clients through Clio and maintain organized, up to date records
• Assist with document assembly and support legal processes using Clio and other firm systems
• Provide support with real estate conveyancing and estate planning workflows as training and experience develop
• Support document handling and administrative coordination as needed
• Provide a welcoming, professional experience for all client interactions

Requirements

What We Are Looking For

• Prior experience working in a legal environment (law firm or legal support role required)
• Strong interpersonal skills with a compassionate, client-centered approach
• High attention to detail and strong organizational abilities
• Clear and professional verbal and written communication skills
• Proficiency in Microsoft Office
• Experience with Clio and WealthCounsel is a plus, but not required
• Experience with real estate conveyancing through probate and trusts is a plus, but not required
• Tech savvy with the ability to learn new systems quickly

Growth Opportunity
This role is designed to grow with the firm. Over time, this role will expand to include hands-on involvement in document preparation, drafting support, and exposure to estate planning and real estate conveyancing processes, based on training and performance.

Benefits

Compensation & Benefits
We value our team and offer full-time members:

• Salary range of $40,000 to $48,000, commensurate with experience and growth potential
• *Health insurance with employer contribution
• Paid time off
• Paid holidays
• *Simple IRA with company match
• Parking
• Opportunities for long-term growth and development

*Waiting periods apply

How to Apply
Thank you for your interest in Sullivan Estate Law. Please include a cover letter with your application sharing of your interest in joining the firm. To learn more about the firm visit: Sullivan Estate Law

We truly appreciate the time and thought you put into your application. We will reach out to candidates whose experience most closely aligns with what we are seeking. If you are not contacted for next steps, please know we sincerely value your interest and wish you the very best in your search.

Interested applicants are kindly asked to apply through this posting method only.