Legal Intake Coordinator - Trusts Estates

Our esteemed law firm client is in search of Legal Intake Coordinator to join their new office which boasts an exceptional view.

• Conduct empathetic and informative initial client consultations to understand their unique situations.
• Assist clients in completing essential intake forms with sensitivity to their needs.
• Ensure accurate and thorough collection of client data for attorney review.

• Develop a deep understanding of estate planning concepts to provide informed responses to client inquiries.
• Collaborate closely with attorneys to assess client needs and facilitate appointments.
• Offer general information on estate planning services with clarity and assurance.

• Serve as the primary point of contact demonstrating exceptional interpersonal skills and empathy.
• Address client inquiries promptly and professionally maintaining a positive client experience.
• Navigate client communication channels including phone calls and emails with a caring approach.

• Maintain meticulous and organized client files prioritizing confidentiality and compliance with legal standards.
• Assist in preparing client documentation and correspondence with attention to detail.
• Utilize the firms case management system to track client interactions and progress.

• Cultivate a deep understanding of our practice clients and how we bring peace to their lives.
• Demonstrate curiosity and critical thinking to adapt to unique client situations effectively.

• Bachelors degree in a relevant field OR equivalent work experience.
• Some experience working at a law firm required
• Basic understanding of estate planning concepts preferred.
• Excellent interpersonal and communication skills with a focus on empathy and active listening.
• Sharp critical thinking and a genuine desire to help others.
• Familiarity with case management software and Microsoft Office Suite.