What are the responsibilities and job description for the Client Intake Coordinator position at Cantrell Schuette?
We are seeking a detail-oriented and proactive Intake Specialist Financial to join our Tampa-based law firm. This position requires being in office at least several days per week.
Responsibilities
- Answering phone calls
- Helping leads complete Potential Client Qustionaire
- Help sale the law firm to prospective clients, within the firm's intake guidelines
- Prepare engagement letters
- Set up new client matters in firm client management database
- Following up with leads
- Coordinating calls for attorneys
The position is primarily in-office. Requires very regular contact with clients and firm personnel, including via phone, Zoom, and in-person. A very positive attidute is required. Our clients are primarily calling about employment law matters and business disputes.
Requirements
- Associates degree or higher preferred; high school diipoma required.
- Prefer prior experience in similar role, including receptionist.
- Strong attention to detail with excellent organizational skills.
- Effective communication skills, both written and verbal.
- Ability to work independently as well as part of a team in a fast-paced environment.
The compensation will go up quickly. We are looking for a long-term hire.
Job Type: Full-time
Pay: $18.00 - $19.50 per hour
Expected hours: 35 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $18 - $20