Administrative Skills, Communication Skills, Computer Skills, Customer Conversion, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Data Entry, Detail Oriented, Documentation, Estate Planning, High School Diploma, Interpersonal Skills, Legal, Microsoft Office, Organizational Skills, Performance Analysis, Photocopy, Presentation/Verbal Skills, Probate, Sales Management, Telephone Skills
Legal Receptionist — Entry Level | Estate Planning Probate
Are you detail-oriented, client-focused, and ready to build a real career in law? DuPont Law Group is hiring a Legal Receptionist to join our Estate Planning Probate team. This is an entry-level role with a structured growth path — we promote from within and celebrate the advancement of every team member.
What You'll Do:
- Serve as the first voice clients hear — answering inbound calls with professionalism and warmth
- Conduct outbound client follow-up to confirm appointments and gather required documentation
- Assemble estate planning document binders for client meetings
- Attend initial client meetings and capture detailed notes for the legal team
- Enter client data into WealthCounsel with 98%+ accuracy
- Scan and upload executed documents into Everplans per confidentiality protocols
What We're Looking For:
- Exceptional phone presence and client communication skills
- Meticulous attention to detail and commitment to accuracy
- Reliable, punctual, and deeply accountable
- A genuine drive to grow and build a professional career
- Prior receptionist or administrative experience preferred but not required
Your Growth Path:
- This Level One role is the foundation of a clear three-level career ladder within our firm. With consistent, strong performance — tracked and reviewed quarterly — you can advance to:
- Level Two: Draft estate planning documents, obtain Notary certification, lead execution meetings, manage client workflows in Pipedrive CRM
- Level Three: Conduct client intake and conversion, perform advanced document drafting, handle complex client matters, and collaborate directly with attorneys
Responsibilities
- Complete other administrative duties as needed such as data entry, paperwork, photocopying, etc.
- Greet visitors, clients, and fellow employees when they arrive at the front desk and provide them with any necessary directions or information
- Respond to incoming phone calls and emails and make sure the right people receive all important information
- Plan for company trips and outings and provide itineraries to ensure off-site activities are a success
- Ensure the security of the building by having visitors follow necessary sign-in protocol
Qualifications
- Comfortable taking telephone calls and mitigating stressful situations
- Must have graduated high school, received a G.E.D. or equivalent
- Exhibits working knowledge of Microsoft Office and basic computer skills
- Excellent interpersonal skills, organizational skills, customer service skills, and verbal communication skills
- 1+ year of front desk receptionist experience or related job experience preferred
Compensation $13 - $15 hourly About DuPont Law Group
At DuPont Law Group, we're more than just a law firm—we're a mission-driven team focused on helping families protect what matters most and build a lasting legacy. Our vision is to transform how estate planning is delivered by combining legal, financial, and personal guidance under one roof. We believe in proactive planning, trust-based relationships, and making a positive, lasting impact on the lives of the families we serve.
We foster a culture of collaboration, integrity, and continuous growth. You'll be part of a team that values clarity, compassion, and excellence—where your contributions truly matter.