Client Services Coordinator/Legal Assistant


A small east-side law firm focusing on estate planning, elder law, special needs planning, and probate is looking for the right employee to grow with our firm.  Please send resume with cover letter to career@mcfaddenbushnell.com.

Details:

  • Full-time, but would consider part-time for the right candidate.

  • Predominantly Monday through Friday, 9-5.

  • In-person in Shaker Heights, Ohio.

  • Salary: $30,000 - 45,000

  Skills Needed:

  • Both a collaborator and an independent thinker.

  • Highly effective communication skills.

  • Capacity to handle a fast-paced environment.

  • Calm and patient demeanor as our clientele can face highly stressful issues.

  • Excellent organizational, communication, and client-service skills.

  • Strong research and investigative skills.

  • Strong Office 365 skills including Word, Excel, Outlook, and, ideally, SharePoint.

  • Comfortable learning new technology systems such as case management systems, legal research, and calendaring systems.

  • Successfully able to manage multiple deadlines and priorities.

  • Willingness to quickly come up to speed and learn probate and Medicaid policies, procedures, and requirements.

  Tasks Include:

  • Processing incoming calls

  • Handling initial client intake

  • Preparing, processing, and maintaining legal office files and records.

  • Scheduling client meetings

  • Drafting engagement agreements

  • Calendaring various matters

  • Ordering supplies

  • Drafting of correspondence and e-mails.

  • Time entry.

  • Handle travel arrangements and seminar registrations.

  • Preparation of expense reports.

  • Coordinate client billing and draft cover letters.

  • Communicate with banks, brokers, clients, etc. to obtain valuations for assets and transfer instructions.

  • Managing a variety of probate court cases, including filings, trust petitions, and occasional guardianship matters, working independently to track deadlines to assist attorneys with meeting all probate-related deadlines.

  • Preparation of initial drafts of estate planning documents (trusts, wills, powers of attorney and health care documents, deeds, and transfer on death affidavits).

Tasks listed above are exemplary, not definitive – actual tasks will vary based on employer needs, employee aptitude, and other hiring decisions.

Experience:

  • High school or equivalent (Required), Associate or Bachelor (Preferred).

  • Experience in an office or customer facing position (Preferred).

  • Strong Office 365 skills including Word, Excel, and ideally, SharePoint and PowerPoint.

  • Knowledge of Clio or similar case management system (Preferred).

  • Experience in estate administration, and the preparation and filing (including electronic filing) of probate, trust administration documents, and fiduciary accountings and related notices (Preferred).

  • Familiarity with Ohio Medicaid – particularly Long-term care, HCBS and other Waiver programs (Preferred).

  • Certified Notary Public (Preferred).

 Benefits for Full-Time Employees: 

  • Heath insurance, Dental, Vision (with employee contribution) effective the first of month after 30 days

  • Paid Personal Days

  • Paid holidays (New Year’s Day, MLK Jr. Day, Presidents Day, Memorial Day, Juneteenth, Fourth of July, Labor Day, Thanksgiving, Christmas)

  • IRA, 401K or similar retirement plan

  • Professional Development Assistance

 

 
 

“Planning is bringing the future into the present so that you can do something about it now.”

– Alan Lakein

 

Compassionate Legal Guidance

Christina M. Bushnell and Dawn E. McFadden are sisters who help clients with elder law planning, special needs planning, general estate planning and probate matters. We are here to provide you with peace of mind, helping you feel secure as you move forward with your life.

McFadden Bushnell LLC can help you plan effectively whatever your circumstances happen to be. Whether you are interested in planning for your own future, or you are facing a situation with a loved one that you are unsure of how to navigate – such as the need for nursing home care – we can help you through the process.

With two sisters leading our firm, we really do understand the value of family. Let us strive to do all we can to help you and your family. Please contact us today to learn more about our legal services in Cleveland and throughout Northeast Ohio.