Altman & Associates PC is hiring: Legal Receptionist in Potomac

Job Description

Job Description

Job Title: Legal Receptionist – Estate Planning Law firm
Location: North Bethesda, MD (On-site)
Job Type: Full-Time

About Us:
Altman & Associates is a boutique estate planning and probate law firm located in North Bethesda, committed to helping individuals and families navigate some of life’s most personal and important decisions. Our practice is client-focused, detail-oriented, and built on compassion, professionalism, and trust. We are currently seeking a warm, organized, and dependable Legal Receptionist to join our team and be the welcoming face and voice of our office.

Position Overview:
As the Legal Receptionist, you will play a vital role in creating a positive first impression for prospective clients. You’ll manage the front desk and serve as the first point of contact for inquiries, calls, and visitors. In addition to traditional receptionist duties, you will handle the intake process for new estate planning and probate clients and assist with engagement procedures.

Key Responsibilities:

• Greet clients and visitors with professionalism, warmth, and discretion
• Answer and route phone calls; take clear, timely messages
• Conduct initial intake interviews with prospective clients, gathering necessary information
• Assist attorneys with the client engagement process, including follow-up communications
• Manage appointment scheduling and maintain the office calendar
• Maintain an organized and welcoming reception area
• Receive and sort mail and deliveries
• Provide general administrative support to attorneys and staff as needed

Qualifications:

• Experience in a legal, or professional services office preferred
• Prior experience with estate planning or probate law is a plus, but not required
• Excellent interpersonal and communication skills
• Strong organizational abilities and attention to detail
• Ability to handle confidential and sensitive information with integrity
• Proficient with Microsoft Office products and Word Perfect; familiarity with practice management software Clio is a plus
• Professional appearance and demeanor

What We Offer:

• Health and vision insurance
• 401(k) retirement plan with guaranteed employer contribution
• Paid time off
• Paid parking or metro reimbursement
• A supportive, respectful, and mission-driven work environment
• Opportunity to work closely with a team making a meaningful impact in clients' lives

Schedule:

• Full-time, Monday through Friday
• This is an in-person position at our North Bethesda office

Company Description

Altman & Associates is a boutique estate planning and probate law firm located in North Bethesda, committed to helping individuals and families navigate some of life’s most personal and important decisions. Our practice is client-focused, detail-oriented, and built on compassion, professionalism, and trust.

Company Description

Altman & Associates is a boutique estate planning and probate law firm located in North Bethesda, committed to helping individuals and families navigate some of life’s most personal and important decisions. Our practice is client-focused, detail-oriented, and built on compassion, professionalism, and trust.