Wealth Counsel

WealthCounsel is the premier provider of solutions for estate planners and business lawyers. Our comprehensive offerings of automated drafting technology, legal education and practice development help attorneys elevate their practices and achieve greater success. We believe in the power of service and the strength of an elite member community to make a difference in the lives of our customers and their clients.

 Position Summary:

The Practice Success (PS) Resource Advisor is responsible for supporting the planning, implementation, and operations of all Practice Success programs and content/subscriptions, and assisting in the empowering of members as they create and build their ideal law businesses, resulting in excellent client/customer service. 

ESSENTIAL DUTIES AND RESPONSIBILITIES for Practice Success Resource Advisor include the following. Other areas of responsibility may be assigned as needed. 

  • Assist in the planning and execution of all coaching, practice building, and Practice Development programs
  • Responsible for tracking and documenting program status, engagement, and member feedback, working closely with the Project Management Office
  • Serve as an advisor to VP of Practice Success to prioritize member needs
  • Assist in the coordination between the PS and marketing teams on member and program communications
  • Provide administrative support to the VP of PS, PS Content Manager, and PS Mentor, as needed
  • Assist in the documentation, planning, and implementation of all coaching, practice building, and PS programs, including member follow-up and accountability
  • Develop both quantitative and qualitative measures of member satisfaction and makes recommendations based on results 
  • Work closely with Member Services team to implement annual membership retention and engagement plan 
  • Participate in group coaching program mentoring calls, as requested
  • Working closely with Member Services and PS Team to ensure timely response to member questions and concerns 
  • Uploading content published by the PS teams to the appropriate platforms 
  • Maintaining the Practice Development and PS webpages including rotating featured section and curating/archiving content 
  • Additional duties upon request

Job Requirements

  • Excellent written and verbal communication skills, including the ability to ask probing questions and understand concerns.
  • Process and detail-oriented. Able to write department procedures and analyze tracking metrics in SalesForce.
  • Demonstrates strong teamwork values and be a positive influence and role model to members and colleagues.
  • Demonstrates initiative and drive to meet goals. Applies creative problem-solving to reach end results. 
  • Dynamic and innovative thinker.
  • Ability to inspire action as well as personal and professional development through a friendly, professional demeanor.
  • Ability to hold attorney members accountable to their self-set commitments.
  • Ability to juggle multiple projects at once and meet deadlines

Qualifications

  • Associate's degree required
  • Paralegal or other related law office experience preferred
  • Proficiency in Microsoft Office
  • Working knowledge of SalesForce a plus
  • Marketing experience with a focus on small business a plus
  • Occasional travel required for training and company events

Benefits:

We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary, an extensive benefits package including paid time off, medical, dental and vision benefits, 401K with matching, gym and home internet reimbursement, and future growth opportunities within the company.

Additionally, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

**Virtual Employment opportunities are open for hire in any state except Alaska, California and Hawaii.

Wealth Counsel
  • Apply Now

    with our quick 3 minute Application!

  • * Fields Are Required

    What is your full name?

    How can we contact you?

  • Sign Up For Job Alerts!

  • Share This Page
  • Facebook Twitter LinkedIn Email
.
Logo Membership Software Education Legal Marketing Resource Center Blog Member Directory Login Schedule A Demo Contact Us