Intake Assistant

Position Summary

An Intake Assistant is responsible for supporting the Intake team with various administrative tasks.

Essential Duties And Responsibilities

• Assisting Intake Specialists with opening new files for potential new clients in case management software (CMS)
• Printing all hiring documents for potential new clients during consultation
• Providing potential new clients with referral information for cases that are outside of the practice area
• Communicating with various law firms to follow up on Firm referrals
• Ensuring case management software (CMS) and lead management software (LMS) feed is cleared daily (documenting all relevant activity in CMS properly)
• Ensuring that client documentation is scanned into CMS and labeled properly
• Aiding Intake Specialists with setting up treatment for potential new clients
• Ensuring that gift bag inventory is stocked and gift bags are assembled
• Ensuring that intake inventory is stocked
• Assist reception front desk when needed
• Performing other duties as assigned

Requirements

• 6 months of assistant level experience in an office setting
• High school diploma or equivalent
• Bilingual in English and Spanish
• Excellent customer service skills, providing a friendly, welcoming face for all visitors to the Firm
• Ability to work well with others and be a team player
• Ability to maintain a fast pace under stressful circumstances and multi-task
• Excellent interpersonal, oral, and written communication skills
• Organized with attention to detail
• Proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
• Committed to maintaining integrity and confidentiality on behalf of clients and the Firm