Job Description

ProspectBlue is assisting a boutique estate planning law firm in Richmond, Virginia and is seeking a dependable and detail-oriented Office Manager/Secretary/Receptionist to join the team.

Key Responsibilities:

• Welcome and schedule appointments for new and existing clients.

• Manage the client intake process and track potential conflicts.

• Prepare and process invoices and payments.

• Maintain and update our client and task management database as well as our referral source tracking spreadsheet.

• Handle both paper and digital filing systems, including opening and closing client files.

• Oversee office supply inventory and general office maintenance needs.

• Prepare and file deeds with coversheets, manage DocuSign transactions, and ensure smooth office operations.

• Candidates who demonstrate efficiency and accuracy will have the opportunity to take on paralegal-level responsibilities, including drafting legal documents.

Qualifications & Skills:

• Exceptional attention to detail, especially in written communication, numerical accuracy, and typing.

• Strong memory and organizational skills to track follow-up items and support attorneys in gathering required information.

• Proficiency with Mac computers, Microsoft Word, and Excel.

• Willingness and ability to learn QuickBooks Online.

• Eligibility to become a Notary Public in Virginia.

This role offers a chance to work closely with attorneys in a collegial and professional environment, contributing to the smooth operation of a well-respected estate planning practice.