Legal Assistant

Description

A dynamic and growing law firm, is seeking a Legal Intake Specialist to join our team. In this role, you will be the primary point of contact for potential clients. You will assist in the initial stages of client engagement to ensure a seamless transition into our legal services. You will be a high-level communicator with a passion for client interaction and a drive to facilitate successful client onboarding.

Responsibilities

• Serve as the face of the support staff by attending initial consultations with the attorney and potential clients.
• Assist in drafting post-meeting summary coordination emails to ensure clarity and follow-up actions.
• Follow up with engaged clients to gather necessary data and information for estate planning.
• Facilitate the signing process for clients, ensuring a smooth and professional experience.
• Provide backup support for the reception team as needed, including answering phones and managing client inquiries.
• Maintain accurate records of client interactions and data within the firm’s CRM system.

Qualifications

• Strong communication skills, with experience in customer interaction or high-end sales.
• Self-starter with excellent organizational skills and attention to detail.
• Experience with a CRM system is preferred but not required.
• Ability to work collaboratively with a team and independently when necessary.
• Previous experience in a similar role is a plus but not mandatory.
• A degree is not required, but educational qualifications will be considered.

Compensation And Benefits

• Hourly Pay
• Some medical benefits.
• A collaborative and innovative work environment with opportunities for growth and advancement.

Work Schedule

• Full-time position.
• Ability to commute to Mesa, AZ 85206; in-person work required.

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