Legal Intake Specialist

Job Description

Job Description

You have work experience or a degree in education, social work, hospitality, or communications. Maybe you are disillusioned with the non-teaching aspects of teaching, or maybe you’ve been bartending or waiting tables & you are done being on your feet hustling all the time.

You love teaching and helping people. You appreciate individuals’ uniqueness and see beyond their surface to their fundamental humanity underneath.

You feel fulfilled by developing interpersonal connections and knowing you make a positive impact on others’ lives.

You prefer a faster pace with variability to a predictable routine. You task switch naturally, welcoming the novelty of each interaction and project as a fun diversion.

You are extroverted and could strike up a conversation with anyone, anywhere, anytime. You think it’s often easier to just pick up the phone to call and talk with someone directly, but you’re very comfortable with technology.

When you send a text or email message it is as personable as it is clear, concise, and professional. You are ready for your next chapter.

Compensation- $46,800 Base Compensation

PLUS :

• Possible merit-based bonuses & pay increases with a demonstrated contribution to the firm's success
• 100% employer-paid health insurance, plus vision, dental, & life insurance
• 401(k) retirement savings plan, with employer contributions deposited to your retirement savings account each pay period
• Respectful & generous paid work flexibility
• Personal Time Off (PTO), & holiday policies
• Regular 4-day workweek Mondays Thursdays 9 am-6 pm with every Friday off for regular 3-day weekends & no nights, weekends;

no travel required (your personal time is your own)

• Free parking or about a 20-minute walk from the West Hingham commuter rail station on the Greenbush line
• Business casual dress
• Bright natural light in our spacious, comfortable office within a short walk of many shops, restaurants, outdoor green space, & beautiful Hingham Harbor

Compensation :

$46,800 base + paid benefits + bonus potential

Responsibilities :

What You’ll Be Doing :

Client Services Coordinator is not just your job title in our firm, it’s your mission : coordinate our team’s delivery of holistic, empathetic, excellent client services for all our clients.

Your primary responsibilities will include :

• Working at our law firm’s front office reception desk and warmly greeting and welcoming visitors into our office space so they feel comfortable and at ease
• Answering incoming calls and making outgoing calls to prospective, current, and returning clients seeking assistance
• Listening carefully with empathy for what callers are really asking and helping them with tact to learn about how we can best help them
• Answering questions from prospective clients to ensure they understand enough to make well-informed decisions, and confidently addressing any potential concerns they may have, including comfortably discussing their investments of time and money in seeking our professional services & helping prospective new clients schedule and pay for initial consultations for highly personalized, specific legal advice about their matters or limited scope legal service packages
• Strategically scheduling a variety of client meetings to ensure sufficient behind the scenes production time and advance preparation and minimizing scheduling conflicts
• Documenting communications and assigning tasks for follow-up in our Client Relationship Management software program so everyone on our team knows exactly where things stand at any given time while maintaining the highest standards of confidentiality & noting all our client's family and professional advisor relationships and important dates so we can quickly recall them when needed
• Keeping your finger on the firm’s pulse by observing & reporting back on feedback we receive to help maintain & protect our firm’s goodwill and reputation and make suggestions for continual improvement in the delivery of our professional services

You will never be bored! This is a very people-oriented position and a service business. Our workdays are punctuated with client messages, calls, office visits, scheduled meetings, and scheduling changes, so it’s never exactly the same day twice.

Qualifications :

The Skills, Experience, & Qualifications You Need to Thrive in this Role :

• Associate's Degree or Bachelor of Arts or Bachelor of Science degree required
• Prior experience working in client reception, client relations, or consultative sales within a professional legal or financial services office is strongly preferred
• Experience or aptitude to quickly learn to use : Macs and Apple devices, Microsoft Office Suite, Adobe Pro, Google Calendar and Gmail, & Slack
• Excellent written and spoken communication skills, including spelling, grammar, and the ability to clearly communicate complex ideas simply and professionally to a wide variety of people of varying educational levels and personal and professional experiences to help them understand how we can help them, what they can expect of us, what they need to do next, and the status of their matters
• Strong organizational skills to keep track of important details, upcoming appointments, and deadlines, and required follow-up tasks
• Prior legal experience of some kind, such as working in a law firm, for a foundational background regarding professional ethical obligations around client confidentiality, and basic familiarity with foundational terminology and core concepts about wills, trusts, and estates strongly preferred
• Natural empathy and easy ability to connect on a personal level

About Company

DGVE law is a small but growing, entrepreneurial wills, trusts, & estates law firm founded in 2008.

Ours is a team of professionals dedicated to using each of our own unique skills and talents to help our clients to the best of our abilities.

We have high standards and are proud of our commitment to providing top-notch service with heart. We bring our full selves into our office, approaching our work with purposeful dedication.

We value each of our team members and invest in our success by offering opportunities for personal and professional growth.

The subject of our work is heavy, but we lighten the mood regularly with funny memes, quotes from movies and shows, songs, and inside jokes.

We work on-site in our comfortable offices due to legal requirements and because of the value our clients place on face-to-face interactions.

Then we go home to enjoy our personal lives while they enjoy theirs, prioritizing work-life balance.