Legal Assistant - Parkersburg, WV
Description
We're Hiring! Legal Assistant
Join Our Team!
Are you someone who enjoys helping others, takes pride in staying organized, and thrives in a team-oriented environment? Do you have a strong customer service background and enjoy working with clients to ensure they have a positive experience?
If so, we'd love to hear from you!
Jarvis Law Office, PC, is looking for a dependable, detail-oriented, and client-focused Legal Assistant (Client Success Coordinator) to join our team!
In this role, you will play an important part in helping our clients navigate the estate planning process and ensuring the legal plans developed by our attorneys are properly supported and carried through to completion.
You'll work closely with our attorneys and Legal Assistant team to manage client communications, coordinate important steps in the process, organize documentation, and help ensure our clients receive the exceptional service they deserve.
This is a fully in-office position working in our new Parkersburg, WV office.
What You'll Be Doing
As a Client Success Coordinator, your responsibilities will include:
- Serving as a point of contact for clients, providing updates, answering general questions, and ensuring timely communication throughout their experience.
- Building and maintaining positive relationships with clients and other parties involved in their matters.
- Scheduling client appointments, tracking deadlines, and following up on outstanding tasks.
- Preparing, reviewing, and organizing client files, documents, and financial information.
- Assisting attorneys with the preparation and completion of client funding plans.
- Coordinating client signing and funding meetings, as needed.
- Preparing client correspondence, follow-up letters, status updates, and other documentation.
- Reviewing client files to ensure all required tasks and documentation are completed before closing.
- Communicating with financial institutions and financial advisors to assist with the funding of client assets.
- Entering and maintaining accurate information in our case management system, ActionStep, and funding software.
- Working collaboratively with attorneys and other team members to ensure client matters progress efficiently and accurately.
Depending on team needs, this position may focus more heavily on direct client interaction or behind-the-scenes asset review and funding support.
What We're Looking For
Required Qualifications:
- High school diploma or equivalent.
- At least five (5) years of customer service experience.
- At least three (3) years of experience working in a professional office environment.
- At least three (3) years of experience using Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple responsibilities, meet deadlines, and follow through on tasks.
- A professional, dependable, and client-focused approach to work.
Preferred Qualifications:
- Associate's or bachelor's degree in Finance, Business Management, or a related field.
- Previous experience working in a law office, financial institution, or similar professional environment.
- Prior experience as a legal secretary or legal assistant.
- Familiarity with legal case management software, particularly ActionStep.
What Makes You a Great Fit?
We're looking for someone who genuinely enjoys helping people and understands the importance of providing excellent service.
You may be a great fit for this position if you:
- Enjoy building relationships and helping clients feel supported and informed.
- Are highly organized and take pride in getting the details right.
- Have strong follow-through and can keep multiple tasks moving forward.
- Are comfortable working with financial information and important client documents.
- Communicate clearly, professionally, and compassionately.
- Enjoy collaborating with others and contributing to the overall success of a team.
- Are proactive, dependable, and willing to jump in where needed.
- Understand the importance of confidentiality and professionalism when handling sensitive client information.
Why Join Jarvis Law Office?
At Jarvis Law Office, the work we do is about more than preparing legal documents. We help individuals and families plan for their futures, protect their assets, and navigate important life decisions.
Our Client Success team plays an essential role in making sure our clients feel supported and that the plans created for them are carried through to completion.
We're looking for someone who shares our commitment to providing excellent client service, values teamwork, and wants to make a meaningful contribution to the clients and families we serve.
Compensation
Hourly Rate: $21.63/hr
Benefits:
- Major Medical, Dental, Vision, Life Insurance
- Supplemental Benefits such as Short-Term & Long-Term Disability, Critical Illness, Accident, Vol. Life
- 401K with a 5% match (after 1 year of employment)
- Paid Time Off – varies for 1st year of employment, up to 15 days
- Nine Paid Holidays
- Additional benefits
About Jarvis Law
Applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you are looking to make a difference in someone’s life and work for a company that is best in class, who will value your consistent effort, and has growth opportunities.
Jarvis Law Office, PC is a family-owned law firm that values work/life balance, flexibility, and providing excellent client service. Jarvis Law Office, PC has offices in Dublin, OH, Lancaster, OH, St. Clairsville, OH, and Parkersburg, WV (opening 12/2026).
Ready to Join Our Team?
If you're an organized, motivated, and service-minded professional who enjoys working with people and making a difference, we encourage you to apply!
We look forward to learning more about you!