PT Legal Intake Assistant
PT Legal Intake Assistant
Posted on :
06-04-2025
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1 Vacancy
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Job Description
Benefits:
- Bonus based on performance
- Training & development
- Flexible schedule
PartTime Legal Intake Assistant Be the Warm Friendly Voice of Our Law Firm
This is not your average law firm job postplease read to the end for specific instructions on how to apply (yes it matters!.
Do you love talking to people Do you thrive on creating positive experiences and keeping things organized If youre nodding yes keep reading
Monteforte Law P.C. is looking for a Legal Intake Assistant to become the voice and first impression of our firm. This is a parttime inoffice position 2025 hours/week) thats all about connecting with people guiding them through our process and making them feel seen heard and valued.
Were a growing estate planning and elder law firm that helps highearning individuals families and business owners preserve what theyve worked so hard for. And we believe that happy clients come from a happy team.
This role is perfect for you if:
Youre a natural on the phoneyour voice exudes confidence and warmth.
You love helping people and making their day a little easier.
You have a background in customer service or sales and know how to sell value (in this case us).
Youre organized and detailobsessed even when juggling multiple tasks.
You want a consistent parttime schedule (with options! and a team that actually enjoys coming to work.
Your core responsibilities will include:
Answering and returning calls and making potential clients feel heard and helped.
Scheduling consultations and managing our intake process with professionalism and empathy.
Explaining what we do and why were differentyour job is to secure that appointment!
Coordinating followups and keeping track of client touchpoints.
Handling general administrative tasks (like scanning mailing keeping the office tidy and stocked).
Making sure our clients feel specialbecause they are. We send gifts we call to check in we go the extra mile.
Why youll love working here:
We offer a flexible parttime schedule that fits your lifeno evenings no weekends.
Our team lives by a no jerks rulewe support each other and genuinely enjoy our work.
Youll grow in confidence and skill while helping people navigate some of lifes most important decisions.
Were a boutique firm with a big heartand our culture reflects that.
Youll thrive in this role if you are:
Compassionate and emotionally intelligentwe deal with sensitive family matters.
Professional punctual and polished in your communication (phone email and in person).
A team player with just the right balance of independence and willingness to ask for help.
Excited to learn (even if youve never worked in law beforeestate planning experience is a bonus not a must!.
We cant wait to meet the next amazing member of our team. Could it be you
Knowledge of estate planning and elder law is not a requirement but will be a bonus!
Compensation: $20.00 $22.00 per hour
We specialize in helping moderate to highearning families protect the assets they have worked hard for. We can help you protect your wealth pass it on to the next generation and leave a legacy for your family. At Monteforte Law P.C. we create estate plans for moderate to highnetworth individuals families and business owners. We also specialize in helping retirees and seniors with trusts Medicaid planning and protecting assets from longterm care costs. We can even help you with the overwhelming task of applying for MassHealth longterm care benefits. We dont do easy; we do the difficult and complex stuff here.
Employment Type
Part-Time
Key Skills
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