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Intake Specialist

4 months ago

New York, United States Trandon Associates, Inc Full time
Job DescriptionJob Description

Busy law firm seeking an Intake Specialist to join their team in their Manhattan office

QUALIFICATIONS:

  • Must be extremely organized and detail oriented
  • Excellent interpersonal and communication skills, with the ability to engage and empathize with clients effectively.
  • Experience out of legal industry or related a plus
  • Ability to prioritize tasks, multitask, and meet deadlines in a fast-paced environment.
  • Proficiency in using computer systems and software for data entry and documentation.
  • Maintain a professional and courteous demeanor while interacting with clients and colleagues. •
  • Ability to handle sensitive and confidential information with integrity and discretion.
  • Bilingual proficiency is a plus

RESPONSIBILITIES:

  • Conduct initial client consultations and intake interviews to gather relevant information regarding their legal matter.
  • Record and document client information accurately and thoroughly in our case management system.
  • Assist clients in completing necessary forms and paperwork, ensuring compliance with legal requirements.
  • Collaborate with attorneys and legal staff to ensure seamless transition from intake to case management.
  • Provide clients with accurate and timely information regarding their case status, procedures, and next steps.
  • Maintain confidentiality and handle sensitive client information with the utmost discretion.
  • Identify potential legal issues and escalate them to the appropriate attorneys or legal professionals.
  • Follow up with clients to collect missing information, schedule appointments, or provide updates as necessary.
  • Assist in managing and organizing the intake department's administrative tasks, such as filing, data entry, and document management.