Intake Specialist

Employment Type: Full-Time

Work Location: Madison, WI *in office

Compensation: $22/hour plus benefits, or more with experience – negotiable

About the Firm

Estate Law Partners, LLC, is seeking a full-time Intake Specialist to join our team! The Intake Specialist will support our team by creating a welcoming environment, assisting with scheduling client meetings, and answering client questions.

At Estate Law Partners, LLC, we are committed to using our years of experience and knowledge of the law to help our clients plan and execute Wills and Trusts and resolve all probate and estate administration matters. We proudly represent personal representatives and executors of estates and intend to provide confidential and trusted counsel.

Essential Job Duties

• Establish and maintain positive relationships with clients, trustees, and family members.
• Communicate with clients in person as well as through telephone, video conferencing, and e-mail.
• Prepares, organizes, and retrieves client matter files.
• Organize and maintain client intake and onboarding utilizing client relationship management software.
• Perform general office duties as necessary and assigned.

Minimum Knowledge, Skills, and Abilities

• We will give preference to applicants with experience working as a Receptionist/Legal Assistant or in a similar role, but experience is not required. Training will be provided.
• Understanding of legal language and principles is preferred.
• Strong computer skills with proficiency in Microsoft Office Suite. Knowledge and proficiency of Clio and Wealth Counsel software programs is preferred.
• Excellent written and verbal communication skills; ability to adjust communication style appropriately to meet the needs of the audience.
• Excellent organizational and time management skills; ability to plan and coordinate work independently.
• Excellent critical thinking/analytical skills and ability
• Strong ability to plan and organize a team effort and maintain strong professional relationships.
• Ability to exhibit integrity in work product and in interactions with clients and other staff.
• Ability to hold oneself accountable for actions, successes, and failures.
• Ability to maintain a high degree of confidentiality.
• Ability to effectively work both independently and cooperatively as part of a team.

Working Conditions

• Physical Requirements: Primarily sedentary work, exerting up to 25 lbs. of force occasionally or a negligible amount frequently.
• Physical Activity: Primarily working position-sitting, with occasional standing, walking, driving, stooping, crouching, and kneeling; frequent reaching, carrying, lifting, pushing, pulling, fingering, grasping, typing, talking-speaking clearly, hearing-conversation, and seeing-nearby.
• Work/Environment: Moderate noise level consistent with an office environment.
• Personal/Physiological: Interaction with people, working around people, planning of activities, making judgments in emergency situations, frequent changes in duties and volume of work, intra-organizational communication.
• Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.