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Client Services Coordinator, Legal and Financial Services

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Latitude is excited to offer an exceptional opportunity for recent business school graduates and experienced professionals alike to join our client's team as a Client Services Coordinator in Legal and Financial Services. Situated within a law firm known for serving affluent clients, this role supports the firm's blend of estate planning, taxation, asset protection, and fiduciary litigation services. You'll collaborate closely with the firm partner, embodying precision and outstanding communication skills to meet the sophisticated needs of high-net-worth clientele. Your work with planning and legal documents will require an extreme degree of attention to detail and process while your client interactions will call on an ability to communicate with precision and clarity in an engagement manner.

About the Position:

  • Type of Role: Permanent
  • Schedule: Full-Time (or less-than-full-time, if desired)
  • Location: Buckhead, Atlanta, Georgia

Job Responsibilities:

  • Serve as an extension of the firm's partner in communicating and coordinating with clients and providing them with various support services.
  • Draft, review and prepare various legal and planning documents with the firm partner.
  • File various legal documents and tax returns.
  • Review bank and other financial statements.
  • Prepare final estate planning letters with copies of executed documents and email clients PDF versions of executed documents.
  • Participate in client meetings.
  • Prepare, review and finalize binders of estate planning documents.
  • Organize and maintain client files.
  • Use your organizational skills to keep everything running smoothly

Experience and Qualifications Desired:

  • Professional demeanor, superior client service skills and attention to detail are essential. These items cannot be over-emphasized!
  • Bachelor's or Associates Degree required or Paralegal Certificate and equivalent experience.
  • Trusts and estates experience is a plus, but not required.
  • Strong verbal, written, analytical, organizational, and interpersonal skills
  • Ability to maintain discretion and privacy with confidential matters and documents.
  • Must have the ability to meet deadlines and work well under pressure.
  • Strong computer technical skills and demonstrated ability to learn new software.
  • Proficiency in Microsoft Office Suite, PDF creation tool(s) and document management is required.
  • Ability to work overtime on occasion.
  • Outstanding references will be required.

Compensation
$65,000 to $90,000 based on factors including but not limited to work experience, qualifications, credentials.

Confidentiality
Latitude will not disclose your identity or propose you to prospective clients without your prior consent. Candidates selected for further consideration will be contacted.

Only qualified applicants should apply.

About Latitude
Latitude is a full-service flexible legal talent company serving corporate legal departments and law firms nationwide. From Fortune Global 100 companies to start-ups and Global 50 law firms to boutiques, clients turn to us for top-tier attorneys and other legal professionals.

Latitude specializes in providing highly skilled former in-house counsel and Big Law attorneys for flexible contract engagements and permanent positions in dozens of practice areas, including commercial contracting, data privacy, M&A, employment, litigation, and more.

Founded in 2013, Latitude has been recognized by Chambers as a leading global flexible legal staffing company and the #1 Legal Recruiter by The National Law Journal.

Latitude Contract Engagements & Secondments
Outstanding attorneys and other legal professionals who are seeking contract assignments or consulting/secondment roles choose to work with Latitude because of our competitive compensation and benefits, sophisticated and engaging work, a chance to work with great clients and peers, and a refreshing blend of freedom with self-designed boundaries. Our own experience as practicing attorneys and our client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.

Our Specialty: Peer-Level Contract Attorneys. Latitude Attorneys have the level of skill, experience, and judgment as would be expected of a permanent member of our client’s corporate legal department or law firm and the versatility to step into challenging environments and hit the ground running. Latitude Attorneys serve on a full- or part-time contract basis, and work remotely or on-site at the client office.

Permanent Positions
Outstanding legal professionals who are seeking permanent positions choose to work with Latitude because of our deep market knowledge, career advocacy and extensive client base. Our own practice experience and client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.

FAQ:

Q: What other legal jobs do you have?
A: If you’re interested in working with Latitude but do not think this particular legal job is the right one for you, we encourage you to explore our other open opportunities or fill out a General Application by visiting us at https://latitudelegal.com/jobs/

Q: Should I apply for this specific position if I have previously applied for another Latitude position?
A: Yes, it is better to apply to each Latitude job for which you are qualified and interested so that we immediately know of your interest in that specific role. This also enables you to share additional information about your qualifications or interest specific to each role. If you do not meet all of the qualifications for a position but think you would still be highly effective in the role, it can be helpful to include a brief explanation in your application.

Q: How can I reduce the risk of missing Latitude’s email inviting me to interview for this position?
A: Please safe-list Latitude’s URL domain name (latitudelegal.com) in your spam filter so that an email from one of our recruiters does not get caught in your spam folder. Our recruiters will never contact you by email from a URL other than latitudelegal.com

Q: My current legal team needs help. How can I see some Latitude candidates for my legal team?
A: The fastest way is to submit the very short form on our website contact page. A member of our client services team will be back in touch with you very fast to learn more about your need so we can provide you with on point candidates to consider.  

For more information about Latitude, please visit us at https://latitudelegal.com.


Thank you for your interest in Latitude!

Latitude is an Equal Opportunity Employer.

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We place legal professionals in permanent, temporary, and flexible roles. Latitude Engaged Professionals are usually W2 employees of Latitude and, if located in the United States, are eligible for full benefits when working in roles for 20 hours or more per week, including complimentary Group Life, Long term disability, AD&D, and a qualified 401k plan (subject to a qualifying period). A CLE and Professional Expense stipend is also available to benefits-eligible Latitude Attorneys. Latitude provides complementary professional liability insurance coverage to all Latitude Engaged Professionals for their Latitude engagements.

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