Client Assessment Assistant

GURSTEL LAW FIRM, P.C. – Client Assessment Assistant Job Summary

As a Client Assessment Assistant you will be responsible for performing a variety of tasks including, but not limited to:

• Retrieving and appending media documents from firm System of Record to external client systems.
• Reviewing and analysing scanning errors.
• Data entry and documentation of system of record as needed.
• Reviewing client SOPs to maintain accuracy and comply with client standards.
• Conducting weekly and monthly assessments of key elements as outlined in the Client Directive and Audit Program.
• Working with vendors and firm employees for timely completion of assessment deliverables.
• Conducting ad hoc assessments of key firm processes where applicable.
• Demonstrating the Firm’s Core Values of Do Right, Achieve Results and Maintain Integrity.
• All other duties as assigned.

• Competency in Microsoft applications including Word, Excel and Outlook. Organizational, verbal and written communication skills are a must.
• Attention to detail, ability to multi‑task in a fast‑paced, high‑volume environment is required.
• Self‑starter and motivated.
• Must be a quick learner with good problem‑solving skills.
• Dependable work ethic and commitment to providing quality service is a must.
• Must be a mature individual who can work both independently and in a team environment.
• Ability to stand, sit, or walk for extended periods of time.
• Ability to bend, lift, or carry up to 10 pounds.

• Accountability 15%
• Dependability 15%
• Judgment & Problem Solving 30%
• Planning & Organizing 15%
• Reliability 25%

This position requires up to 0‑5% travel. Travel excludes local commute.

• Medical, Dental, Vision, STD, LTD, Life, Accident, Critical Illness, Long‑Term Care, Pet Insurance, 401k, Profit Sharing, and Student Debt Retirement Savings Program.
• Paid Time Off (PTO)/ Paid Holidays

Gurstel Law Firm, P.C. is an Equal Opportunity Employer (M/W/D/V). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.