Receptionist Estate Planning Law Firm

Receptionist/Administrative Assistant Rockstar

Are You the Kind of Person Who…

Enjoys welcoming people and making them feel comfortable from the moment they walk through the door?

Communicates warmly and professionally, both in person and over the phone?

Takes pride in being organized, accurate, dependable, and completing tasks the right way?

Enjoys clerical and administrative work such as preparing folders, scanning documents, scheduling appointments, and keeping records organized?

Is comfortable collecting payments, preparing invoices, and helping clients understand their next steps?

Prefers a stable, consistent role where you can become highly skilled at what you do and be a dependable part of a team?

Enjoys having clear responsibilities and being the person others can count on to keep the front office running smoothly?

If this sounds like you, we’d love to hear from you!

About Safe Harbor Law Firm

At Safe Harbor Law Firm, we help families protect what matters most through personalized estate planning and elder law services. Our mission is to bring clarity, confidence, and peace of mind to every client we serve.

With offices in Bonita Springs, Naples, and Fort Myers, we guide families through important life transitions with care, compassion, and professionalism.

Our Receptionist plays an important role in creating a welcoming, organized, and seamless experience for our clients. You will often be the first person clients see when they arrive and one of the last people they interact with before leaving.

This is a hands-on, client-facing administrative position ideal for someone who enjoys clerical work, phone communication, organization, routine, and providing excellent service. We are looking for someone who values stability and consistency and wants to become a trusted, long-term member of our front-office team.

• Monday through Friday, 8:30 AM–5:00 PM
• Primary
  
  Location:
  
  Bonita Springs
• Occasional support or travel may be coordinated across our Naples and Fort Myers offices.

• Client Welcome & Front Desk
• Open and prepare the office each morning, including reception, meeting rooms, and common areas.
• Warmly greet clients and visitors and help them feel comfortable and attended to.
• Answer incoming and overflow phone calls professionally and courteously.
• Assist callers with basic questions and route calls to the appropriate team member.
• Manage client check-in and check-out.
• Maintain a polished, organized, and welcoming reception area throughout the day.
• Client Check-Out, Payments & Scheduling
• Assist clients at the conclusion of their appointments.
• Prepare invoices and accurately collect and process client payments.
• Schedule clients for their next meeting before they leave the office.
• Clearly communicate appointment details and next steps.
• Assist with appointment confirmations, rescheduling, and follow-up as needed.
• Ensure payments, appointments, and client information are accurately documented in the appropriate systems.
• Signing Preparation & Client Documents
• Prepare signing binders, folders, and materials before scheduled client signing appointments.
• Ensure required documents and materials are organized and ready for the attorney and client.
• Assist as a witness during client signings when needed.
• Scan client documents accurately and save or route them according to firm procedures.
• Prepare initial meeting folders, workshop folders, and other client materials.
• Assist with organizing, purging, and archiving inactive files as directed.
• Clerical & Office Support
• Perform routine clerical tasks including scanning, filing, copying, printing, organizing documents, and preparing materials.
• Restock forms, folders, and client materials throughout the week.
• Monitor office supplies and communicate replenishment needs.
• Coordinate mail and post-office drop-offs approximately 1–2 times per week.
• Keep conference rooms, reception areas, and shared client spaces organized and ready for use.
• Report equipment, facility, or scheduling issues promptly.
• Provide administrative support to attorneys and team members when needed.
• Phone & Scheduling Support
• Answer overflow calls when the Intake team is assisting other callers.
• Communicate…