Intake Specialist - Bilingual - (English/Spanish)

Company Overview

Melone Hatley is a family law firm committed to excellence, with law offices in with a presence in Virginia, Florida, South Carolina, and Texas. Recognized as one of the fastest-growing 500 law firms in the U.S. and rated by Super Lawyers, we pride ourselves on being a top employer in the region. Our mission is to be the leading family and estate planning law firm, dedicated to helping individuals protect their families, finances, and futures. We uphold core values of transparency, honesty, and open communication, ensuring every client receives personalized attention throughout their journey with us.

Position Overview

We are looking for a highly organized and proactive bilingual (English/Spanish) Intake Specialist to join our dynamic team. In this role, you will handle a variety of administrative tasks, including client intake, phone management, and supporting daily operations. The ideal candidate will possess excellent communication skills, attention to detail, and the ability to keep things running smoothly in a fast-paced environment.

Key Responsibilities:

• Phone Management: Answer and direct both English and Spanish speaking incoming calls, make outbound follow-up calls, and provide general support for client queries.
• Appointment Coordination: Schedule and organize appointments for both clients and attorneys.
• Correspondence Management: Write and distribute emails, memos, letters, and necessary documentation.
• Database Maintenance: Maintain updated contact lists and client information, ensuring all data is accurate and easy to access.
• Filing Systems: Manage both physical and digital filing systems to ensure efficient document organization.
• Policy Compliance: Follow office policies and procedures and assist with the preparation of routine reports.
• Client Support: Serve as the point of contact for clients, visitors, and callers, providing exceptional customer service.
• Team Collaboration: Work alongside senior management to handle requests and address any administrative concerns.

Qualifications and Skills:

• Bilingual in English and Spanish, required.
• Communication: Strong written and verbal communication skills.
• Organization: Strong organizational abilities with a proven capacity to multitask effectively.
• Attention to Detail: Meticulous attention to detail and problem-solving skills.
• Technical Proficiency: Familiarity with general office equipment and procedures, along with proficiency in MS Teams, Outlook, Word, Excel, CRM, and practice management software (Clio and HubSpot, preferred).
• Time Management: Excellent time management skills, with the ability to prioritize tasks efficiently.
• Previous experience as an Administrative Assistant, Receptionist or Secretary is a plus.
• Education: High school diploma or equivalent, required.

Benefits:

• 100% Employer Paid Medical Benefits for Employees and Dependents
• Dental, Vision, and Life Insurance
• 401 (k) Matching
• Paid Time Off and Holiday Pay

Work Environment:

• Full-time position (8-hour shift)
• Monday through Friday, rotating Saturday shifts
• Remote

Join Our Team!

If you are a motivated, detail-oriented individual who thrives in a fast-paced, team-oriented environment, we invite you to apply. At Melone Hatley, P.C., you will have the opportunity to grow professionally and make a meaningful impact.

Melone Hatley, P.C. is an equal opportunity employer.