Intake and Client Relations Assistant
Company Overview:
Legal Journeys is a thriving law firm dedicated to providing exceptional services with a strong emphasis on personalized client care. Our focus is on Estate Planning, Business Formation, and Elder Law. Committed to community engagement and service, we prioritize the well-being and satisfaction of our clients while actively contributing to the betterment of our local community through various partnerships and initiatives.
Job Summary:
As an Intake Specialist / Client Relationship Assistant you will be the first point of contact for all clients, potential new clients, and visitors. In this position, you will serve as the face and voice of the firm. The ideal candidate will be poised, professional, warm, and empathetic, with strong verbal and written communication skills. In addition, we are seeking a candidate that is a fast learner, organized, and a self-motivated team player.
Key Responsibilities:
- Client Interaction and Communication:
- Welcome and direct visitors
- Create a positive and professional first impression for our firm
- Manage multi-line phone system
- Communicate with potential new clients and current clients orally or by email
- Convert calls to scheduled consultation through improved engagement and persuasive communication skills
- Ensure all questionnaires are completed prior to consultation
- Answer preliminary questions regarding the attorneys’ qualifications and services offered
- Manage client satisfaction responses
2. Office Duties:
- Maintain the office master calendar
- Keep referral and vendor lists up to date
- Maintain physical and electronic files
- Log all calls and client interactions in our CRM system
- Oversee the onboarding process for new clients
- Prepare meeting packets, create invoices, process payments
- Gather and organize documents and intake forms
- Manage mail distribution and flow of correspondence
- Schedule, organize, and upkeep conference room
- Additional clerical duties as assigned
Essential Skills:
-
Required
- Must have excellent phone etiquette
- Must be reliable and punctual
- Must be honest and of the highest integrity
- Must be able to keep information confidential
- Must be comfortable with computers and digital systems
-
Desired
- Strong organizational skills
- Ability to multi-task
- Work well in a collaborative team environment
- Bi-lingual (English/Spanish) is a plus, but not required
- Law firm experience preferred, not required
Salary and Benefits:
- Starting at $18-$20 per hour, based on experience
- Quarterly bonuses, based on accomplishing personal and team goals
- Top-tier health insurance, 90% paid by company
- Retirement plan with 3% match
- Dental, Vision, Disability, Life insurance, and more available
- Generous Vacation time
Company Values and Community Involvement:
At Legal Journeys, we strongly believe in providing peace and protection with excellence. We help people plan for their families’ future, protect children from entering foster care, protect assets, assist clients in creating generational wealth, and passing values to future generations. We comfort those who mourn, and make life transitions easier for everyone involved.
If you are looking for a typical, stuffy law firm, this is not for you. We are family friendly, down-to-earth, and strive to maintain a more home-like atmosphere than the stereotypical law firm environment.
If you're passionate about client relationships, growing a small business, community engagement, and being part of a dynamic team committed to making a positive impact, we invite you to apply and join our journey today.
To apply:
- Create a 1-3 minute video in which you:
- Tell us a bit about yourself
- Describe what excites you about this job
- Tell us what interests you about our firm
- Send your resume and video via email to elaine@legaljourneys.com with I’m the One! In the subject line