Intake Specialist

Do you thrive in a fast-paced environment where attention to detail and first-class service are paramount

Are you passionate about providing clients with exceptional experiences from the first point of contact

Can you juggle multiple tasks with grace and precision ensuring nothing slips through the cracks

Is your approach to client service rooted in empathy and professionalism driving both satisfaction and results

Final question: When faced with a challenge do you get excited or run away

** IMPORTANT: TO APPLY **

If you have any questions please email only.

• Please do not reach out through our websites contact information (telephone email or web chat) or via direct messaging on any social media platform.

To Apply: Submit your application by clicking the Apply button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

At the Law Office of Aurelio Garza we pride ourselves on offering more than just exceptional legal services. Located in the heart of Edinburg Texas our firm has built a reputation over nearly two decades for its unwavering commitment to integrity professionalism and client-centered representation. Focusing in elder and estate law including estate planning probate real estate transactions and more our practice ensures clients have access to comprehensive legal solutions.

Under the dedicated leadership of Aurelio Garza our firm stands as a trusted legal partner throughout Texas. With a focus on community impact and personalized attention we guide our clients through complex legal landscapes offering clarity and confidence. Our mission is to safeguard the interests of our clients while empowering them to make informed decisions about their futures. Through steadfast relationships and innovative legal strategies we strive to provide peace of mind to every individual and family we serve.

The newly defined role of Intake Specialist is essential to our mission of providing unparalleled legal services and client experiences. As the first point of contact for our firm this position plays a pivotal role in ensuring every client feels welcomed and valued from the moment they reach out. By managing scheduling intake processes and referrals the Intake Specialist contributes directly to the smooth operation and success of our practice ultimately heightening client satisfaction and support.

What youll do:

• Client Interaction: Serve as the initial point of contact greeting in-office visitors and answering inbound calls with professionalism and empathy.
• Appointment Coordination: Efficiently schedule and manage all client appointments acting as a gatekeeper for the attorneys calendar.
• Reporting Structure: This role reports directly to Aurelio Garza and serves as the primary gatekeeper for his calendar and client intake flow.
• Intake Management: Complete and qualify all client intakes with accuracy aligning them with the firms practice areas and referring non-fits appropriately.
• Review Solicitation: Proactively seek Google reviews from clients to enhance firm visibility and reputation.
• Reliable Front Desk Presence: Ensure dependable on-site coverage beginning at 8:00 a.m. to maintain high service standards.
• Solution-Focused Approach: Address challenges proactively maintaining a no excusesget the job done attitude.
• Culture Fit: You are thick-skinned highly accountable and comfortable working with a direct high-standard leadership style (military-background expectations: punctuality precision and follow-through).

What were looking for:

• Experience Requirement: 23 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.
• Be thick-skinned highly accountable and comfortable working with a direct high-standard leadership style (military-background expectations: punctuality precision and follow-through).
• Industry Knowledge: Familiarity with estate planning probate processes and real estate law.
• Proactive Mindset: Able to learn quickly and operate independently within 6090 days.

Why you should work here:

• Mentorship Opportunity: Work directly with Aurelio Garza gaining insights and guidance from the firms owner.
• Impactful Role: Play a key role in shaping client experiences and maintaining the firms 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 $45000 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.

If you are an organized client-focused professional ready to make a significant impact in a dynamic legal environment we invite you to apply for the Intake Specialist position. Be a part of our mission to provide outstanding service and legal solutions to our community.