Intake Specialist

About the Role

Holstrom, Block & Parke, a Professional Law Corporation, is seeking an Intake Specialist for our Corona office. This full-time position involves handling initial client interactions, managing intake processes, and supporting attorneys in a prestigious law firm that offers a highly competitive salary and benefits package.

Responsibilities

• Screen calls from potential clients
• Perform initial telephone conferences with potential clients
• Input data from telephone conferences into the internal tracking system
• Schedule conferences with potential clients and available attorneys based on client needs
• Draft retainer agreements for potential clients
• Maintain ongoing communication with potential clients regarding the intake process
• Track marketing campaign performance and monitor firm visibility
• Keep track of retainer quantity
• Communicate with attorneys prior to client intake and consultation, as well as follow up after retention
• Assist on cases as needed by faxing, mailing, and drafting correspondence

Requirements

• Knowledge of family law, Estate Planning, Probate, Trust Administration, and Conservatorships
• Comfortable answering questions and dealing with various personalities
• Highly motivated with the ability to manage time and tasks effectively
• Maintain an upbeat attitude under high-stress situations and while speaking with clients

Benefits

• 401(k) with employer matching
• Numerous employee-centric benefits
• Alternative work schedule, allowing staff to leave early on Fridays

Pay

$18.00 - $22.00 per hour plus bonus opportunities.