Intake Coordinator

We are seeking a highly organized and detail-oriented Intake & Scheduling Coordinator to join our team at Steinbacher, Goodall & Yurchak. As a key member of our front office team, you will be responsible for providing exceptional customer service, managing schedules, and ensuring seamless communication with clients and staff.

• Manage front desk/reception area, ensuring a welcoming and professional environment for clients and staff.
• Communicate effectively with clients, responding to phone calls, emails, and in-person inquiries in a timely and professional manner.
• Assist with scheduling appointments, managing Outlook calendars, and updating client databases.
• Oversee mail and package coordination, including sorting, delivery, and scanning.
• Prepare and maintain client files, ensuring accurate and up-to-date information.
• Coordinate the intake process, gathering client information and compiling assets into a Client Information and Asset List.
• Prepare and proofread correspondence, ensuring accuracy and professionalism.

• Customer service or administrative experience required.
• Some college preferred.
• Excellent communication and interpersonal skills.
• Ability to multitask and prioritize tasks effectively.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).

• Paid time off, holiday pay, and jury pay.
• Bereavement leave, health, dental, and vision insurance.
• Disability, life insurance, and retirement plan.
• Gym membership, student loan assistance, and tuition assistance.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a team player with excellent communication skills and a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.