Intake Specialist

What you’ll do:

• Serve as the initial point of contact, greeting in-office visitors and answering inbound calls with professionalism and empathy.
• Efficiently schedule and manage all client appointments, acting as a gatekeeper for the attorney’s calendar.
• This role reports directly to Aurelio Garza and serves as the primary gatekeeper for his calendar and client intake flow.
• Complete and qualify all client intakes with accuracy, aligning them with the firm's practice areas and referring non-fits appropriately.
• Proactively seek Google reviews from clients to enhance firm visibility and reputation.
• Ensure dependable on-site coverage beginning at 8:00 a.m. to maintain high service standards.
• Address challenges proactively, maintaining a 'no excuses—get the job done' attitude.
• Be thick-skinned, highly accountable, and comfortable working with a direct, high-standard leadership style (military-background expectations: punctuality, precision, and follow-through).

What we’re looking for:

• Experience Requirement: 2–3 years in legal intake, preferably within estate planning, probate, elder law, or real estate.
• Client Service Skills: Exceptional communication and customer-first mindset, with a polished phone and in-person presence.
• Organizational Ability: Strong scheduling, calendar management, and data capture skills.
• Personal Traits: Highly reliable, punctual, adaptable to changing situations, and driven by a no-excuses mentality.
• Familiarity with estate planning, probate processes, and real estate law.
• Able to learn quickly and operate independently within 60–90 days.

Why you should work here:

• Mentorship Opportunity: Work directly with Aurelio Garza, gaining insights and guidance from the firm's owner.
• Impactful Role: Play a key role in shaping client experiences and maintaining the firm’s reputation for excellence.
• Growth Potential: Establish foundational systems and standards as the practice expands.
• Values-Driven Culture: Join a team that emphasizes discipline, excellence, and client-first service.

Additional perks:

• Health Benefits: After 90 days, access to short-term and long-term disability, plus a small life insurance benefit (per the employee manual).
• Compensation: Competitive salary range starting at $45,000 with potential for growth based on performance.
• Work Environment: Full-time, on-site role with dependable 8:00 a.m. to 5:00 p.m. schedule.