LHH Recruitment Solutions is seeking a personable and proactive Estate Planning Intake Coordinator on behalf of a confidential client. This role is ideal for someone who enjoys speaking with people, is highly organized, and has a genuine interest in helping individuals navigate important life decisions.

Legal or law firm experience is not required, but a passion for estate planning and client service is a plus. Candidates with a background in service-based sales will thrive in this role.

Key Responsibilities:

• Serve as the first point of contact for prospective and current clients via phone and email
• Conduct intake calls to gather essential client information and assess service needs
• Build rapport with clients and guide them through the initial stages of the estate planning process
• Schedule consultations and follow-up appointments with attorneys and legal staff
• Maintain accurate records in the client management system
• Collaborate with internal teams to ensure a seamless client experience
• Occasionally work evening hours to accommodate client availability

Qualifications:

• Prior experience in a client-facing or sales-oriented role, preferably in service-based industries
• Comfortable spending a significant portion of the day on the phone
• Strong interpersonal and communication skills
• Highly organized with excellent attention to detail
• Ability to handle sensitive information with discretion
• Interest in estate planning or legal services is a plus
• Flexible availability, including occasional evenings

Benefits:

Depending on the specific client, location, and role, the benefits may include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401k plan. Additionally, you may be eligible for paid leave including Paid Sick Leave or other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance