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Estate Planning and Probate Intake Specialist
Weisinger Law Firm San Antonio, TX

Estate Planning and Probate Intake Specialist

Weisinger Law Firm
San Antonio, TX
Expired: over a month ago Applications are no longer accepted.
  • $20 to $24 Hourly
  • Medical , Dental , Life Insurance , Retirement
  • Full-Time
Job Description

Seeking an Experienced Professional Intake Specialist to join our team!

This position is a key service role in a friendly and professional office environment. Our offices are located in north-central San Antonio.

Applications without a cover letter will not be considered.

Required Qualifications:

  • Previous experience with Outlook and a CRM is a must
  • Minimum five years’ work experience in an administrative support position
  • Bachelor’s degree or an equivalent combination of formal education and relevant work experience
  • Proficiency in MS Office Suite: Outlook, Word, and Excel
  • Proficient in using video conferencing software, such as Zoom

 

 

Responsibilities Include:

1. Daily office support functions (percent effort in a typical week, 75%):

  • Answer, filter leads and direct incoming calls
  • Update, manage and operate Client Relationship Manager (CRM) system
  • Maintain attorney (5+ attorneys) calendars: to include scheduling, coordinating, and confirming meetings and travel.

 

2. Coordination functions (percent effort in a typical week, 25%):

  • Manage the filing of business electronic and physical documents. Copy, scan, collate, file, and otherwise assemble and store records and documents for immediate or future use
  • Ongoing oversight (monitor, review and confirm) for scheduling software; communicate updates/revisions; distribute schedules regularly to the team as directed
  • Compose correspondence and process other forms and documents for signature or distribution
  • Assemble and distribute meeting agendas, record and distribute minutes, and arrange meals or refreshments as appropriate
  • Arrange conference calls and meetings
  • Monitor and track due dates

The above description is not all-inclusive and covers the principal duties, responsibilities, and requirements of the job. Additional duties and responsibilities may be required.

 

 

Required Competencies:

1. Must demonstrate excellence with each of the following:

  • Ability to prioritize and perform multiple tasks.
  • Attention to detail.
  • Strong collaborative and communication skills (written and oral).
  • Compassionate demeanor in dealing with clients undergoing planning for personal estate, end-of-life, and financial well-being.
  • Ability to remain kind and professional in a fast-paced environment.

2. Experience and established record in completing work accurately, efficiently, and timely with minimal supervision. Commitment to meet goals and deadlines.

3. Impeccable organizational skills complete with the ability to monitor tracking and auto-generated task lists to completion.

4. Proven ability to handle confidential information with discretion.

5. Ability to comprehend and follow oral and written instructions.

 

What we offer:

· Competitive pay rates

· Health Insurance

· Access to Group Disability

· 401(k) with 3% Match

· Education assistance

· Paid time off (PTO)

· Holiday pay

 

Company Description
Weisinger Law Firm strives to be the primary provider of Legal Services for Bexar County in the areas of Estate Planning and Probate. We believe that every family can face each of these areas with dignity and peace. To that end, our vision encompasses the following five areas: Legacy, Support, Education, Charity, and Dignity.

Our Mission is to serve families with Integrity, Consistency, and Excellence while helping them Achieve Peace Through Planning.®
Why Work Here?
Fun, collaborative, and wholehearted team working to bring peace to our community through Estate Planning and Probate Services.

Weisinger Law Firm strives to be the primary provider of Legal Services for Bexar County in the areas of Estate Planning and Probate. We believe that every family can face each of these areas with dignity and peace. To that end, our vision encompasses the following five areas: Legacy, Support, Education, Charity, and Dignity. Our Mission is to serve families with Integrity, Consistency, and Excellence while helping them Achieve Peace Through Planning.®

Address

Weisinger Law Firm

17300 Henderson Pass

San Antonio, TX
USA

Industry

Healthcare

Website

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