Intake Specialist
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Job Location:
San Antonio, TX - USA
Hourly Salary:
$ 24 - 24
Posted on:
16 days ago
Vacancies:
1 Vacancy
Job Summary
****You must provide a cover letter to be considered for this position.
About Us:
Weisinger Law Firm PLLC is a dynamic team of dedicated professionals passionate about delivering exceptional estate planning services. We foster a collaborative high-performing environment where every team member is valued held to high standards and plays a critical role in our success. Join us to be part of a workplace that champions professional excellence growth and meaningful client service.
About Our Culture:
At Weisinger Law Firm PLLC professionalism and collaboration drive everything we do. We believe in clear communication mutual respect and a growth mindset that empowers team members to deliver outstanding results consistently. Our culture embraces innovation and continuous learning while maintaining genuine human connection.
We expect team members to bring energy focus and a strong work ethic to support a full workday with reliability and engagement. Success here requires accountability emotional intelligence and the ability to thrive in a fast-paced detail-oriented environment. If you value a culture where high standards meet supportive teamwork and professional development youll find a great fit with us.
Position Overview: Seeking an Experienced Professional Intake Specialist to join our team! This position is a key service role in a friendly and professional office environment. Our offices are located in north-central San Antonio.
Applications must include a Cover Letter and Resume to be considered.
Required Qualifications:
- Previous experience with Outlook and a CRM is a must
- Minimum three years work experience in an administrativesupport position
- Bachelors degree or an equivalent combination of formal education and relevant work experience
- Proficiency in MS Office Suite: Outlook Word and Excel
- Proficient in using video conferencing software such as Zoom
Responsibilities Include:
1. Daily office support functions (percent effort in a typical week 75%):
- Answer filter leads and direct incoming calls
- Update manage and operate Client Relationship Manager (CRM) system
- Maintain attorney (8 attorneys) calendars: to include scheduling coordinating and confirming meetings and travel time.
2. Coordination functions (percent effort in a typical week 25%):
- Manage the filing of business electronic and physical documents. Copy scan collate file and otherwise assemble and store records and documents for immediate or future use
- Ongoing oversight (monitor review and confirm) for scheduling software; communicate updates/revisions; distribute schedules regularly to the team as directed
- Compose correspondence and process other forms and documents for signature or distribution
- Assemble and distribute meeting agendas record and distribute minutes and arrange meals or refreshments as appropriate
- Arrange conference calls and meetings
- Monitor and track due dates
The above description is not all-inclusive and covers the principal duties responsibilities and requirements of the job. Additional duties and responsibilities may be required.
Required Competencies:
1. Must demonstrate excellence with each of the following:
- Ability to prioritize and perform multiple tasks.
- Attention to detail.
- Strong collaborative and communication skills (written and oral).
- Compassionate demeanor in dealing with clients undergoing planning for personal estate end-of-life and financial well-being.
- Ability to remain kind and professional in a fast-paced environment.
2. Experience and established record in completing work accurately efficiently and timely with minimal supervision. Commitment to meet goals and deadlines.
3. Impeccable organizational skills complete with the ability to monitor tracking and auto-generated task lists to completion.
4. Proven ability to handle confidential information with discretion.
5. Ability to comprehend and follow oral and written instructions.
What we offer:
Competitive pay rates
Health Insurance
Group Disability Insurance
Life Insurance
Vision Insurance
Dental Insurance
401(k) with 3% Match
Education assistance
Paid time off (PTO)
Holiday pay
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Free parking
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Professional development assistance
- Tuition reimbursement
Schedule:
- Monday to Friday
Application Question(s):
- Why are you the best candidate to help Weisinger Law Firm fulfill its mission and vision
- What about this job post led you to apply
- Please describe your experience handling phone calls and multiple calendars.
Education:
- Bachelors (Required)
Experience:
- Administrative: 3 years (Required)
Work Location: In person
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
SWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.
