Intake & Scheduling Coordinator

Do you have a heart for serving the aging population? Are you looking for a change of pace or better work/life balance while making a difference each day? Then this role could be for you!This position sets the standard of high -quality and empathetic service that our firm takes pride in providing to our clients. Whether scheduling appointments, leading the intake process or following through on multiple internal tasks, this role requires communicating effectively, courteously and professionally with clients and staff members.

The preferred candidate should possess attention to detail, a willingness to assist others, and excellent communication. No legal experience is required and on-the-job training will be provided. This position is for our State College office working in-person Monday through Friday 8:30 a.m. to 5:00 p.m. with an hour unpaid lunch.

Essential Duties and Responsibilities:

Phone Responder

• Serve as a phone responder to answer phone calls, direct caller to appropriate staff member and/or email appropriate department a message related to the call
• Maintain a professional and pleasant manner on the phone
• Limit callers time on hold, apologize for delays
  
  

Scheduling

• Assist clients or potential clients with scheduling appointments or initial consultations by creating appointments in Outlook/Zoom and updating our clientdatabase
• Manage Outlook calendars for various staff members to ensure all appointments are correctly listed across individual and office calendars
  
  

File Management

• Assist with preparing files for new clients/maintaining old files
• Assign tasks to staffto advance files from potential client status through the client process and concluding in the inactivating file stage once work is completed
  
  

Writing/Information Gathering

• Coordinate the intake process in order to understand clients' needs and wishes for effective planning
• Order tax assessment cards and title searches for clients’ real estate
• Prepare and proofread correspondence
  
  

Qualifications

• Customer service or administrative experience required
• Some college is preferred
• Shows great interpersonal skills and excellent written communication
• Shows ability to quickly finish very detailed work
• Navigates computer programs with ease
• Proficient in Microsoft Office applications (Work, Excel, Outlook)
  
  

Compensation Based On Experience

AboutSteinbacher, Goodall & Yurchak

At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountabilityand who strive for continuous learning and growth.

Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable? If so, we may have a place for you on our team!

Steinbacher, Goodall & Yurchak offers a comprehensive benefits package, including Paid Time Off, Holiday Pay, Birthday Pay, Retirement benefits, Medical Insurance (Health, Dental, Vision), Gym Membership, Tuition Assistance, and Student Loan Assistance. If you are seeking a rewarding career, we look forward to connecting with you!

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