Lead Intake Coordinator
Lead Intake Coordinator
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$ 55000 - 65000
1 Vacancy
Job Description
- 401(k) matching
- Bonus based on performance
- Paid time off
- 401(k)
- Opportunity for advancement
- Training & development
Competitive salary based on experience (because awesome people deserve awesome pay).
Retirement 401(k) matching (because we care about your future).
A fantastic team of people who support and encourage each other (strict no jerks rule!).
No late nights no weekendsjust a balanced fulfilling work life.
A chance to work in a role thats crucial to our firms success (and did we mention fun).
Being the friendly knowledgeable first point of contact for potential clientsgiving them a warm welcome and letting them know theyre in the right place.
Managing our parttime intake assistant making sure theyre on track and crushing it.
Scheduling consultations appointments &managing attorney calendars plus following up on leads and ensuring no one slips through the cracks.
Taking ownership of the intake process making sure everything runs like a welloiled machine.
Keeping track of client interactions using our CRM (were techsavvy like that).
Has at least 2 years of experience in intake sales or client relations (bonus points if youve worked in a law firm before).
Has the ability to show EMPATHY! Many of our clients are going through tough times and they need someone to really LISTEN to them
Is confident organized and ready to take charge from day one.
Can juggle multiple tasks without breaking a sweat.
Has a great sense of humor positive attitude and an ability to work in a fastpaced environment without losing that smile.
Knows their way around CRMs scheduling tools and Microsoft Office.
A role where your work makes a real difference to our clients and the firm.
Support training and encouragement from a team that genuinely cares about your success.
An environment where your contributions are valuedand where we celebrate wins big and small.
Benefits:
- 401(k) matching
- Dental insurance available at the employees expense
- Health insurance available (employer pays portion)
- Flexible Paid time off
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.
Required Experience:
IC
Employment Type
Full-Time
