02/23/2026
Come Join Our Team!
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Client Experience & Fiduciary Services Coordinator
At Ibis Legacy Law, we believe excellent legal work begins with how people are treated. We are a boutique estate planning firm serving families, providing expert legal guidance and lasting peace of mind.
We are seeking a personable, polished, and highly organized professional to play a key role in our firm. This position blends executive support, client experience coordination, and assistance with fiduciary services, including trust administrations and guardianships.
This is not a purely administrative role. We are looking for someone who takes ownership, anticipates needs, communicates with confidence and warmth, and takes pride in delivering an exceptional client experience. For the right candidate, there is opportunity to grow in responsibility as the firm continues to expand.
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Key Responsibilities
Client Experience & Communication
• Serve as a warm, professional first point of contact for prospective and existing clients
• Guide clients through intake and onboarding with clarity and compassion
• Draft polished client communications and ensure consistent follow-up
• Maintain a seamless, high-touch client experience
Executive & Operational Support
• Manage the owner’s calendar and coordinate meetings and priorities
• Maintain organized task systems and ensure deadlines are met
• Support internal workflows and document management
Fiduciary Services Support
• Assist with trust administrations and guardianships
• Organize financial and legal documentation and track key deadlines
• Communicate professionally with clients and financial institutions
Administrative & Financial Support
• Perform basic bookkeeping, expense tracking, and invoice management
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Qualifications
• Exceptional verbal communication skills — warm, articulate, and confident
• Strong writing skills with attention to tone and professionalism
• Excellent organizational and time-management abilities
• Detail-oriented with the ability to manage multiple responsibilities
• High level of discretion and professionalism
• Comfort working with financial information
• Prior experience in a legal, financial, or fiduciary environment preferred but not required
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What We’re Looking For
The right candidate will:
• Take ownership of outcomes, not just tasks
• Anticipate needs and follow through consistently
• Communicate thoughtfully and professionally
• Care deeply about client service and reputation
• Bring a calm, solutions-oriented presence to sensitive matters
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Work Setting
This position is based in our Shaker Heights office across from the Van Aken District, overlooking the Shaker Country Club golf course. Our bright, window-filled space provides a professional and welcoming environment for our team and the families we serve.
Because collaboration and client service are central to this role, it is primarily in-office. Candidates must be available to work on-site during regular business hours. After training and demonstrated strong performance, there may be flexibility for a hybrid arrangement. This is not a fully remote position.
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What We Offer
• Competitive salary commensurate with experience and performance
• Profit sharing and 401(k) plan
• Paid time off and paid holidays
• Flexible scheduling within a supportive, professional team
• The opportunity to play a meaningful role in a growing firm that makes a lasting impact on families’ lives
• Potential for expanded responsibility as you demonstrate initiative and leadership
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How to Apply
If you are ready to contribute meaningfully and become a trusted part of a firm that values excellence, trust, and teamwork, we would love to hear from you.
Ibis Legacy Law, LLC
[email protected]
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