Legal Receptionist / Client Services Specialist

Company Overview:

Legal Journeys is a thriving law firm dedicated to providing exceptional services with a strong emphasis on personalized client care. Our focus is on Estate Planning, Business Formation, and Elder Law. Committed to community engagement and service, we prioritize the well-being and satisfaction of our clients while actively contributing to the betterment of our local community.

Job Summary:

As an Intake Specialist / Client Relationship Assistant you will be the first point of contact for all clients, potential new clients, and visitors. In this position, you will serve as the face and voice of the firm. The ideal candidate will be poised, professional, warm, and empathetic, with strong verbal and written communication skills. In addition, we are seeking a candidate that is a fast learner, organized, and a self-motivated team player.

Key Responsibilities:

• Welcome and direct visitors

• Create a positive and professional first impression for our firm

• Manage multi-line phone system

• Convert calls to scheduled consultation through persuasive communication skills

• Answer preliminary questions regarding services offered

• Maintain the office master calendar

• Maintain physical and electronic files; log all activities in our CRM system

• Oversee the onboarding process for new clients

• Prepare meeting packets, create invoices, process payments

• Conference room scheduling, organizing, and upkeep

• Additional clerical duties as assigned

Qualifications

• Required

ˉ Must have excellent phone etiquette

ˉ Must be reliable and punctual

ˉ Must be honest and of the highest integrity

ˉ Must be able to keep information confidential

ˉ Must be comfortable with computers and digital systems

• Desired

ˉ Strong organization skills

ˉ Ability to multi-task

ˉ Works well in a collaborative team environment

To apply:

- Send an email to elaine@legaljourneys.com with "I’m the One!" in the subject line, which includes a 2-3 minute video in which you:

o Tell us a bit about yourself

o Describe what excites you about this job

o Tell us what interests you about our firm (www.legaljourneys.com)

Salary and Benefits

• Starting at $18-20 per hour based on experience

• Quarterly bonuses based on personal and team goals

• Many other benefits available for qualified employees

Company Values and Community Involvement:

At Legal Journeys, we strongly believe in providing peace and protection with excellence. We help people plan for their families’ future, creating generational wealth, and passing values to future generations. We comfort those who mourn, and make life transitions easier for everyone involved.

If you're passionate about client relationships, growing a small business, community engagement, and being part of a dynamic team committed to making a positive impact, we invite you to join our journey today.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

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

Compensation Package:

• Bonus opportunities

Schedule:

• Day shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person

Salary : $18 - $20