Job Description
Job Description
Our firm advises clients across the state of Florida in the areas of estate planning, Wills, trusts, probate conflicts, and asset protection. Our Team works together to provide all-around probate and estate planning services while maintaining a positive, upbeat internal culture.
As our Intake Specialist, you will manage various aspects of our client experience including initial contact, information gathering, and appointment scheduling. In addition to paid professional development training, we provide three weeks of PTO, paid holidays, the option to participate in our 401(k) retirement plan with 6% company match, a group long-term disability plan, life insurance, and enrollment with Celebrate Primary Care.
*****Legal experience is NOT required****** If you LOVE talking with people on the phone and in-person, this position may be for you!
POSITION SUMMARY
This role’s main focus will be the first point of communication for potential clients to gather information and schedule a meeting with one of our attorneys, while maintaining an important level of confidentiality. The majority of your job will consist of gathering information from potential clients, answering and returning calls and emails, scheduling appointments, sending documents, system management, and assigning in signing appointments.
ESSENTIAL DUTIES & RESPONSIBILITIES
· Cultivate and foster a positive initial impression with potential and existing clients
· Answering and returning any phone inquiries and electronic communications
· Communicate respectfully and effectively while maintaining composure and discretion
· Perform standard clerical duties such as copying and scanning
· Keep systems up to date and complete daily task lists
· Scheduling client appointments
· Communicate with attorneys regarding client progression
QUALIFICATIONS
· Associate degree is preferred
· Minimum of two years of experience in an administrative or professional customer service capacity is required
· Legal experience preferred, but not required
· Superior written and verbal communication skills; ability to effectively advocate ideas and influence internal and external audiences with an attention to proper writing techniques.
·· Self-motivated, organized team player who reacts well under pressure, accepts responsibility for own actions, follows through on commitments, works quickly and accurately, and completes work on time
· Adapts well to changes in the work environment, flexible, and consistent
· Proficient with MS Office products
· Ability to type at least 40 wpm
· Ability to learn new computer systems
Company DescriptionEstate planning law firm
Company Description
Estate planning law firm