Client Project Coordinator - Assistant to Attorney [HT-934109]

BUECHNER HAFFER MEYERS & KOENIG

CLIENT PROJECT COORDINATOR - ASSISTANT TO ATTORNEY

Do you take pride in making things easier for the people around you; working with clients, coworkers, whoever is needed? Do you naturally spot the next step, follow up when something’s unclear, and stay calm when others start to spin? This role supports a busy lawyer, but it’s also hands-on with clients. You’ll be organizing details, tracking progress, and helping others stay on task. If you get people, enjoy keeping work moving, and feel a sense of satisfaction knowing someone else’s day went smoother because of you, we want to talk to you!

You don’t need to know the law right away to be good at this job. But you do need to be the kind of person who:

• Has a grasshopper mindset. You can move between subjects, projects, and clients without losing the thread. You keep your work clean, structured, and prioritized, not because you’re doing everything at once, but because you understand what needs to happen now, and what can wait. You’re organized, but flexible. When the pace picks up, you stay steady.
• Leads with humility. You ask good questions, take feedback seriously, and don’t need a spotlight to do your best work. You’re not here to impress - you’re here to contribute. You work well with a range of personalities, including clients who are under stress or attorneys who are juggling competing demands.
• Uses sound judgment. You know how each person operates, and you adjust your style accordingly. You’re clear, tactful, and professional. You don’t rush to conclusions or disappear when something’s unclear, you ask. You’re discrete. People trust you, and that’s not an accident.
• Follows through. You keep track of what needs to happen, and you make sure it does. If there’s a better way to do something, you say so. You’re the reason things move forward, even when no one’s looking. You care about quality, you care about doing right by the client, and you care about making sure they’re better off because we were involved.

This role is part of a small, high-trust team in a private client law firm. The attorney you’ll support is steady, thoughtful, and gives a wide runway to people who’ve earned it. You’ll have autonomy, room to make decisions, and the expectation that you communicate clearly, manage your work, and speak up when something doesn’t sit right. It’s a great setup for someone who thrives on taking ownership of their work.

RESPONSIBILITIES

This is a support role with depth: part project manager, part client coordinator, part legal assistant. You’ll be central to keeping things organized, accurate, and moving across a high-touch legal practice. Your work will include:

• Coordinating across clients, attorneys, and staff to keep projects on track, especially when multiple people or practice areas (like estate planning, corporate, or real estate) are involved
• Maintaining hands-on client contact through emails, calls, and follow-ups to gather information, schedule meetings, and answer process questions
• Managing tasks and timelines for each client matter, and keeping track of what’s done, what’s outstanding, and making sure nothing falls through the cracks
• Preparing standard legal documents like powers of attorney and entity filings, and coordinating related tasks such as signatures and Secretary of State filings
• Contributing to operational efficiency by improving how information is tracked, organized, and shared, especially when it comes to internal systems or billing workflows
• Using tools and tech thoughtfully, from Microsoft Office to AI-based productivity tools, to streamline repeatable tasks and improve the client experience
• Providing steady, proactive support that allows the attorney you support to stay focused on legal strategy, whether that means anticipating needs, managing client communications, or simply keeping everything in motion

**This is a full-time position based in Cincinnati, OH and operating during standard business hours. The role offers flexibility to work remotely, hybrid, or in-person, with in-person availability being preferred.**

QUALIFICATIONS

Required

• Customer service background - we welcome all forms of experience, as long as you’ve delivered a service and done it well (hospitality, retail, frontline healthcare, professional services, it’s all welcome)
• Proficiency with Outlook, Word, and Excel
• Comfortable talking on the phone
• Able to write clear, professional emails
• Demonstrated self-leadership (you manage your time, priorities, and follow-through without needing close supervision)

Preferred

• Understands how a law firm works
• Paralegal background (certificate is fine, but not required)
• Experience in working with financial professionals
• Support role experience - especially where coordination and follow-through were key

Desired

• Certified Trust and Fiduciary Advisor (CTFA) certification is wonderful!
• Local is even better!

THE COMPANY – Buechner Haffer Meyers & Koenig (BHMK)

Buechner Haffer Meyers & Koenig (BHMK) is a Cincinnati-based law firm serving private business owners, high-net-worth families, and entrepreneurs in Ohio, Kentucky, Indiana, and other states. The firm’s work spans estate planning, trust administration, probate, business and corporate law, tax, franchising, real estate, litigation and dispute resolution, and family law, with a focus on helping clients protect what matters most and make sound, long-term decisions.

David Burleigh is a shareholder at BHMK and a former president of the firm, and leads an interdisciplinary practice that combines estate planning, trusts, corporate, real estate, dispute resolution and charitable giving.  He believes legal solutions alone are not enough, and he works closely with clients to integrate legal, financial, and personal considerations into every engagement. David is known for being thoughtful, steady, and clear, and for building trusted, long-term relationships with the clients he serves.

BHMK Mission Statement: We are a humble, hungry, and smart law firm that works collaboratively with each other and our clients to deliver cost-effective, efficient, and thoughtful solutions to help our clients succeed.

WHY WORK WITH US?

We’re tenured, enterprising, and serious about doing great work for people who count on us. That means fewer layers of bureaucracy, more room to contribute, and the chance to grow into the role, not just execute it. If you’re looking for a place where your ideas are welcome and your work is valued, you’ll likely feel at home here.

• We serve a unique client base: private business owners, upper-income families, and entrepreneurs
• Our approach is interdisciplinary: we combine legal, financial, and personal insight to help clients make smart long-term decisions
• We care about whether the trust, the plan, or the structure fits this family, not just whether it checks a technical box
• We don’t believe hierarchy should get in the way of good thinking. Everyone here is invited to participate and contribute, regardless of title or age
• We’re not big on ceremony. We’re professional, we’re serious, but we’re not pretentious
• If you see a better way to do something, you're encouraged to speak up and go after it - we make room for people to build

Salary: $60,000 - $80,000 (DOE/commensurate with experience)

Benefits: Medical, dental, vision, PTO, 401(k) with matching, profit sharing, disability insurance, life insurance

If you believe great work starts with service, humility, and follow-through, Apply Today!