Part-Time Client Services Assistant (10 hrs/week) Heartwood Law – West Seattle

Home Forums West Seattle Jobs Offered Part-Time Client Services Assistant (10 hrs/week) Heartwood Law – West Seattle

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  • #1126818

    Heartwood
    Participant

    10–20 Hours/Week to Start
    Location: Remote (Must be based in the Seattle area for occasional in-person needs–and would love to have someone in West Seattle)
    Compensation: $25+/hour, depending on experience

    Heartwood Law is a growing, client-centered estate planning, long-term care planning, and probate firm dedicated to helping individuals and families plan for life, not just for death. We are seeking a highly organized, detail-oriented, and compassionate individual to join our team part-time (approximately 10–20 hours per week) to assist with preparing estate planning portfolios, handling client intake, and providing thoughtful client follow-up.

    This is a remote position, but occasional in-person work may be requested depending on client needs. Candidates must have a quiet workspace and reliable internet access.

    Responsibilities
    • Assemble and prepare estate planning portfolios for delivery
    • Track and manage client deliverables and deadlines
    • Conduct initial client intake, including scheduling, form review, and preparation for attorney meetings
    • Follow up with clients post-meeting to confirm next steps and gather missing information
    • Maintain accurate client records and communication logs
    • Support occasional administrative tasks related to trust funding or file organization
    Requirements
    • Excellent organizational and communication skills
    • Professional, courteous, and client-focused demeanor
    • Strong attention to detail and ability to manage multiple tasks independently
    • Comfortable using cloud-based tools (e.g., Google Workspace, CRMs)
    • Ability to maintain strict confidentiality at all times
    • Previous experience in legal, administrative, or client service roles is a plus
    • Familiarity with estate planning or probate is helpful but not required—we’re happy to train the right person
    Why Join Us?
    • Flexible schedule
    • Opportunity to make a meaningful difference in people’s lives during pivotal moments
    • Supportive, mission-driven environment
    • Potential to grow into a salaried, expanded role if desired—but staying part-time is perfectly welcome
    • Ideal for a returning professional, a student with a flexible schedule, or someone seeking part-time, purpose-driven work

    To apply, please send a brief letter to hello@heartwoodlaw.com explaining why you’re interested in this role. We look forward to hearing from you!

    #1127391

    Burienguy68
    Participant

    I am interested in this position as I am in between jobs usually as an accounting manager or controller. I live in North Burien and have a flexible schedule. Let me know, thanks Michael Bishop mjbfinance48@gmail.com

    #1128253

    biancadoyle
    Participant

    Hello, my name is Bianca. And I am very interested in this position if it is still open. I have many years of administrative experience to bring forward and earned my masters in public administration. Giving me a great understanding of policy. If you are still in need to fill this position please let me know my email is Biancadoyle_@yahoo.com.

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