Client Intake Support Representative

Benefits:

• Bonus based on performance
• Training & development
• Flexible schedule
  
  
  

We are looking for a Client Intake Support Representative to join our team. At Monteforte Law, all employees are encouraged to grow, thrive, and live their best lives. This is an entry-level position focused on providing exceptional client support and administrative assistance. Most of your time will be spent on the phones, including intake calls, returning calls, confirming appointments, and helping clients navigate our process. This role is perfect for someone who thrives on interaction and organization and is eager to be part of an amazing team.

This is a public-facing, full-time role and will be exclusively in the office. We offer flexibility with your hours – work 20 hours per week at a schedule that suits you, as long as it falls between 8:30 AM and 5:00 PM. Whether you prefer five shorter days or fewer longer ones, the choice is yours! We don't work late, we don't work nights, and we don't work weekends!

At Monteforte Law, P.C., we focus on developing estate plans for high-earning individuals, high-net-worth families, and business owners. We specialize in Wills, Trusts, asset protection, wealth preservation, elder planning, MassHealth Medicaid Long-Term Care applications, and other areas of elder law such as guardianship and conservatorship. Our company is unique, and so is our culture. We believe that when you love your job and love the people you work with, the clients will be well-served.

What does a typical day look like? Job responsibilities will include but are not limited to:

• Answer all incoming phone calls, greet/check in/announce all visitors, take messages as necessary;
• Coordinate 3-year review dates for respective clients;
• Scheduling appointments, and handling all client intake matters and client relationships;
• Being the first point of contact for potential clients who call the office, which includes explaining how we help people, and "selling" the firm by securing appointments;
• Some general office duties, such as copying, scanning, and filing;
• Following up with potential and existing clients.
• Keeping the clients happy! We love our clients. Sometimes we send them gifts or just call them to make sure all is well.
• Creating cover letters, and mailing them to clients and leads.
• Clerical work, printing and mailing letters, scanning documents;
• Pick up/sort/distribute mail daily;
• Information source to clients/prospective clients on seminar dates and reservations as needed;
• Assemble coffee and water each morning and throughout the day for clients;
• Schedule walk-in appointments and other appointments as necessary;
• Making sure the waiting area and conference rooms are clean & supplies are stocked;
• All other projects as assigned.
  
  
  

REQUIRED SKILLS:

Excellent Telephone/Meeting Etiquette, Excellent Oral Communication Skills, Written Communication Skills, Professionalism, Interpersonal Skills, Organization, Planning, Proofreading and Grammatical Skills, Time Management, and Computer Literacy.

Is this role a good fit for you? Here is what we are looking for:

• Someone who is generally awesome!
• Someone who is dedicated to their work and is willing to go the extra step to make sure the work is done correctly, and on time.
• Someone who likes to be part of a team and work with other amazing people - We have a strict "no jerks" rule!
• Someone who is compassionate, as elder law and estate planning is sensitive work. It is important to us that anyone joining our team has empathy and emotional maturity.
• Someone who has confidence and is a problem solver, but also knows when to ask for help.
• Someone who has experience in sales and customer service.
• Someone who can multitask and stay focused through frequent interruptions.
  
  
  

Knowledge of estate planning and elder law is not a requirement but will be a bonus!

Please submit a cover letter with your resume, and tell us a little about yourself, your experience, and why you'd be a good fit.