Intake Administrator

Job Title: Intake Administrator

Job Summary: We are seeking a detail-oriented and highly organized Intake Administrative Assistant to support our intake department and serve as the first point of contact for prospective clients. The ideal candidate will have experience in a legal or professional office environment, strong administrative and communication skills, and the ability to manage a high volume of calls, documents, and client information with accuracy and confidentiality. This role is essential to ensuring a smooth and efficient intake process while providing compassionate and professional service to clients.

Key Responsibilities:

· Client Intake Processing: Conduct initial client intakes, gather required information and documentation, and ensure intake forms are completed accurately and efficiently.

· Client File Management: Create, organize, and maintain electronic intake files, ensuring all client information and documents are complete, accurate, and up to date.

· Communication: Communicate professionally and compassionately with prospective clients, existing clients, and internal legal staff regarding intake status and next steps.

· Scheduling & Follow-Up: Schedule consultations and appointments, track intake deadlines, and ensure timely follow-up with clients regarding missing information or documentation.

· Administrative Support: Provide administrative support to the intake and legal teams, including data entry, document preparation, and general office tasks as needed.

· Confidentiality & Compliance: Handle sensitive and confidential client information with care and in accordance with firm policies and privacy requirements.

Qualifications:
• Education: High school diploma or equivalent required.
• Experience: 2+ years of administrative experience, particularly in a legal setting, is preferred but not required.
• Technical Skills: Proficiency in using office software (e.g., Microsoft Office). Experience with legal records software is a plus.
• Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with attorneys, staff and clients. Bilingual is a plus.
• Time Management: Ability to prioritize tasks and manage time effectively in a fast-paced legal environment.
• Confidentiality: Demonstrated ability to handle confidential and sensitive information with discretion and integrity.

Salary:
Competitive, commensurate with experience.

Job Type:
Full-time.

Job Type: Full-time

Benefits:
• 403(b)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Remote

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