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John D. Laughton, A Professional Law Corporation
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Visit http://www.estateplan-lawyers.com/blog/general/pass-loved-illness/ for our complete blog on the necessities of adult vaccinations!
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Inspiring the next generation of estate planning attorneys! This was made by Brandie Luis's, daughter, Isabella, age 6.
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Client Services Coordinator Job Description
 
Are you a people person? Do you have exceptional organizational skills? Do you enjoy working in a fast paced environment?  We are looking for an exceptional person to serve as the principal assistant to the attorney of a small estate planning law firm in Monterey.  If you are looking for a challenging position with an opportunity to grow in a place where you can make a difference in people’s lives, contact us.

Skills:
Warm, friendly, professional, courteous, poised, confident, energetic, highly professional, team-oriented person. Highly motivated self-directed individual who is able to work independently and accurately. Must have strong organizational skills, excellent verbal and written communication, strong attention to detail, outstanding spelling, typing and grammar skills, ability to multi-task, and familiarity with MS Office, including Outlook, Word, PowerPoint, and Access.  Familiarity with small business accounting software such as QuickBooks and Timeslips is preferred.

Specific Responsibilities:
 
Document Production
Database entry of client information.
Generate and assemble estate planning documents based on the attorney’s written instructions, using a computer software program.
Place phone calls and send email/mail to clients, agencies and institutions to research information on behalf of the clients.
Make appropriate database entries according to the progress of documents through the computer software.
Print progress reports and discuss them regularly with attorney.
Participate in weekly staff meetings that include providing input to law firm operations and procedures.
Additional duties as assigned by attorney.
 
Administrative Duties
Manage electronic Outlook calendar of the owner/attorney, choosing or recommending among competing demands on time, referring matters to be handled by others, controlling access to the owner/attorney. 
Enter staff and attorney time entries and payments on accounts receivable into Timeslips.
Assist attorney with organizing and prioritizing work.
Anticipates the needs from and obtains background material for decisions and conferences.
Compiles, edits, checks for accuracy in material for reports, correspondence, publications, and speeches.
Represents the owner/attorney in contacts with clients, centers of influence, the press, government officials.
Relays and frequently anticipates the owner/attorney’s instructions, preferences, and concerns.
Assures that persons concerned are informed of decisions.
Compiles and edits reports; composes routine correspondence; edits all correspondence.
Manages and screens telephone calls.
  
Marketing Responsibilities
Develop and implement the law firm’s integrated marketing plan.
Manage media relations, including identifying key media contacts in the community and build relationships which support positive exposure in the press.
Evaluate media outlets for both advertising and public relations purposes, emphasizing the extent of their reach to target market groups.
Manage direct mail, referral marketing, networking and affinity marketing programs, including developing and managing professional relationships for hosted events.
Identify and reserve locations for public, private, client seminars, and continuing education courses for financial professionals. Confirming all arrangements with the facility, including audio/visual, room setup, refreshments and on-site signage.
Coordinate the placement of advertisements for scheduled seminar sweeps in local newspapers or other advertising media as arranged.
Prepare database for seminar registration process. Answer phones and take seminar resvervations.
Track and generate tracking reports to analyze results of all marketing and public relation efforts, and discuss results with Owner/Attorney.
Manage the law firm websites, updating content monthly (no HTML required)
Creates and sends e-mail campaigns (eAlerts) to consumers and referral sources
Setup and manage the law firm’s social media accounts, including regular postings on the Facebook fan page
 
Requirements:
College graduation or an equivalent combination of experience and training. One year of relevant administrative experience. Must have MS Office experience, and strong proficiency with computers including the ability to learn new software programs quickly. Have availability to work some Saturday mornings and weekday evenings when the law firm has public seminars.  Must be punctual and reliable.  Notary Public is a plus, but not required.
 
NOTE:  This document describes typical duties and responsibilities, and is not intended to limit management from assigning other work as required.

TO APPLY:

Send an email to Brandie@estateplan-lawyers.com, with Client Services Coordinator in the subject line. Include the following information:

1. Your Name, Address, and contact information, including when you can be reached.
 
2. Attach your Cover Letter and Resume, including all relevant experience, in WORD format.

3. Your salary history and requirements.

If we feel you meet our requirements for this position, we will contact you to schedule an interview. No phone calls, please.
 
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Pet Planning – Not Just for the Rich and Eccentric
 
When people think of someone setting up a Trust for their pet, they might imagine Leona Helmsley’s pet Maltese named Trouble drinking Perrier from a crystal bowl in a lavish Manhattan penthouse. However, you don’t have to be rich and eccentric to set up a Pet Trust. Pet Trusts are most commonly set up by caring individuals who just want to make sure that their non-human family member is taken care of in the event of their own death or disability.

You plan for your human family, leaving them money and painstakingly considering Guardians, Trustees, and Executors. Your furry family members deserve consideration, too! Remember, without you planning for them in advance, they may face the same awful fate that awaits so many other orphaned pets. Setting up a Pet Trust is as easy as 1-2-3 when you go to a qualified estate planning attorney who has experience with setting up such trusts.

Join Peace of Mind Dog Rescue for our Pet Trust Seminar on March 22, 2014 at the Patricia J. Bauer Center, located at 615 Forest Avenue in Pacific Grove from 10:00 a.m. to noon, with speaker John D. Laughton, Esq., an estate planning attorney (visit www.estateplan-lawyers.com) to learn how to set up a Pet Trust for your special friend. You will sleep better knowing that they will continue purring or wagging their tails even if you’re no longer able to care for them.

To reserve your seats please call the Law Offices of John D. Laughton, A Professional Law Corporation at (831) 649-1122 or Peace Of Mind Dog Rescue at (831)  718-9122.
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