Intake Specialist
MK Legal Planning
Rolla, MO US
Posted ago
MK Legal Planning

Our rapidly-growing law practice is seeking a full-time Legal Intake Specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

We take family and work/life balance seriously so we are open to alternative work arrangements such as 4-day work weeks or every other Friday off.

Responsibilities
  • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
  • 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
  • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
  • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate

  • General legal assistant and administrative duties, including supporting attorney and other members of the team as needed

Qualifications
  • Proficiency with Microsoft Office products, especially Microsoft Excel
  • High school diploma or GED is a requirement; Bachelor’s degree is a plus
  • Strong computer and data entry skills
  • Previous customer service or sales experience preferred

  • Previous experience in an office environment required
  • Previous experience in a professional setting such as a law firm, financial advisory office, bank, or real estate firm preferred

If the statements below appeal to you, then you may be our next Legal Intake Specialist!

  • You take pride in your work.
  • You are an amazing scheduler with an incredible degree of attention to detail. You are very good with calendars, e-mail, spreadsheets, word processing, and the internet.
  • You do not think scanning and copying are “beneath you.”
  • You enjoy getting to know your clients and care about delivering the best work product to them.
  • You can juggle and manage multiple tasks with ease.
  • You thrive on completing tasks in advance of the deadline. Organization and systems are your love language.
  • You are a problem-solver who looks for the best ways of doing things.

The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand-holding. This is a full-time job so you absolutely must be able to work for 40 hours per week in our Rolla office. However, we value family first so we are open to a 4 day work week. There is an opportunity for bonus compensation and advancement for those who can demonstrate their profitability.

We look forward to reviewing your application.

Compensation
$15 - $18 hourly
About MK Legal Planning

We are a law firm that helps clients avoid court and conflict to create a lasting legacy.

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