Law Firm Intake Coordinator
3 days ago
About the Role
We are seeking a Law Firm Intake Coordinator to join our team at Rochester Law Center PLLC. This role is ideal for individuals who are organized, detail-oriented, and have excellent communication skills.
About Our Law Firm
Rochester Law Center PLLC is a rapidly growing law firm specializing in estate planning and probate law. We are committed to providing personalized legal services to our clients and fostering a supportive work environment for our staff.
Key Responsibilities
- Coordinate the intake process for new clients, including evaluating their case fit based on our law firm's criteria.
- Set appointments for new callers who meet our criteria to keep our lawyers' schedules organized.
- Manage office correspondence and administrative tasks, including answering phone calls, responding to emails, and confirming appointments with potential and current clients.
- Supervise new client onboarding and current client files through data entry and paperwork collection to ensure efficient management of our cases in our CRM system.
- Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
Requirements
- Prior experience working with customers on the phone is essential.
- A strong understanding of Microsoft Office products is required.
- Proficiency in Gmail, Google Calendar, and QuickBooks is preferred.
- Excellent communication skills and attention to detail are necessary.
- The ability to follow instructions and maintain confidentiality is also required.
- A high school diploma or equivalent is required; a bachelor's degree or paralegal certification from an ABA-approved program is preferred.
Salary
$45,000 - $55,000 per year, depending on experience.
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