Intake Coordinator
3 days ago
Safe Harbor Wills and Trusts is seeking a skilled Intake Specialist to join our team. As an Intake Specialist, you will be responsible for supervising new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
You will survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner. Your passion for helping others and your ability to transform our current intake system into a positive, immersive experience will make a tangible difference in our clients' lives every day.
Key responsibilities include:
- Supervising new client onboarding and current client files through data entry and paperwork collection
- Surveying potential clients to determine the right fit with our practice
- Booking consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
- Conducting various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes
- Helping foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
Requirements include:
- Previous legal experience highly valued
- CRM and case management software experience a plus
- Proficiency with Microsoft Office products, especially Microsoft Excel
- Strong computer and data entry skills
- Customer service or sales experience a plus
About Safe Harbor Wills and Trusts:
We are a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues. Our practice areas include Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings. We believe in giving back to our communities and sponsor different charities throughout the year.
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