Intake Coordinator

Intake Coordinator Wanted to Join Innovative Team

Are you amazing and talented? Looking for a firm that works hard and wants to grow while still maintaining a good work/life balance? We are looking to add an amazing Intake Coordinator to our team! What does amazing look like? You are interested in helping clients by learning how to set appointments for them and to support the attorneys and staff as they help our clients with elder law, trusts, taxes, asset protection, and how people qualify for Medicaid and other various government benefits. You are a fit for a team with great culture that is dedicated to helping people at the highest level, creating clients who are raving fans!

LawyerLisa is looking for a well-organized Intake Coordinator to provide support for our Irmo office. This is a great opportunity to establish working relationships with our lawyers and our staff and to contribute to the overall efficiency, success, and growth of our business.

Here at LawyerLisa, we’re committed to finding the best candidate for each role in order to create a high-level team that is low on drama and toxicity, where employees enjoy their work day and feel valued.

The perfect candidate will have great customer service and phone skill and be highly motivated, self-driven, reliable, positive, detail-oriented , and have great interpersonal skills. Apply today if this sounds like the job and work environment for you!

Primary Intake Responsibilities (Will Train)

· Receive incoming calls and emails from potential clients and work to schedule an appointment with the attorney

· Set up Zoom meetings to add to appointments

· Continue in communication with clients as needed to address any issues or rescheduling that needs to be handled

· Follow up on leads in an attempt to get all scheduled for a consult

As Back Up to the Front Desk

· Prepare documents for initial meetings with clients

· Print documents for client signings

· Be available for attorney needs during appointments

· Be a witness on signings and assemble executed documents into binders

· Scan and organize documents after appointments

· Update project management system with all client activity

· Greet clients and ensure that they receive the best in customer care

· Ensure the office is presentable at all times

· Prepare conference rooms for client meetings

· Work closely with Operations Manager to ensure all office needs are handled – supplies, technology items, etc.

· Collect and distribute mail

· Complete tasks for client check-out – payments, receipts, scheduling signings, etc.

· Maintain filing systems, both electronic and physical

· Organize documents and files – scanning, naming, online filing, attaching to calendar and Trello, etc.

· Work with Operations Manager and team to continue to grow the business and make processes and systems better

Skills

· Excellent verbal and written communication skills

· Must be able to work in a fast-paced environment and have friendly people skills

· Must be able to multitask

· Must be adaptable – able to adjust as job duties may change due to the growing business

· Proficient with Microsoft Office (Outlook calendar) and Google Drive applications

· Able to learn new skills

· Highly organized and pays close attention to detail

· Ability to work alone and with a team

· Problem-solving skills

· Able to exhibit compassion and empathy to hurting clients

· Computer literacy

· Flexible - On any given day, you may need to perform a variety of tasks

· Experience with Trello and DocuSign a plus

To apply please send your resume to diane@lawyerlisa.com.

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Irmo, SC 29063 (Required)

Ability to Relocate:

• Irmo, SC 29063: Relocate before starting work (Required)

Work Location: In person

Salary : $18 - $22