Intake Specialist

Company: Safe Harbor Wills and Trusts
Location: Syracuse
Posted on: October 31, 2024

Job Description:

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of someone with a history of success dealing with public inquiries from current and potential clients.

The best candidate will be able to transform our current intake system into a positive, immersive experience that makes the person on the other end of the conversation feel valued and that their needs have been heard.

Often, the person you will be speaking with is having the worst time of their lives: a loved one is dying or has died, or is going into a nursing home. Our ideal candidate is a naturally emphatetic listener whose compassion come through in each conversation. Your passion should be helping others.

You'll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients' lives every day. If this sounds like a job you'd love, apply now!

Responsibilities:

--- Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
--- Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
--- Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
--- Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
--- Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team


Qualifications:

--- Previous legal experience highly valued
--- CRM and case management software experience a plus
--- Proficiency with Microsoft Office products, especially Microsoft Excel
--- Strong computer and data entry skills
--- Customer service or sales experience a plus


About Company:
Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.



Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.



Safe Harbor Wills and Trusts believes in giving back to our communities. We sponsor different charities throughout the year. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.

Keywords: Safe Harbor Wills and Trusts, Irondequoit , Intake Specialist, Other , Syracuse, New York