Intake Specialist

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Paid time off

Intake Specialist Legal Office

Do you enjoy helping people, and have a friendly, outgoing personality? Do you want to work at a successful, boutique law firm with a great culture, where all employees are encouraged to grow, thrive, and live their best lives? If so, then this might just be your dream job. Monteforte Law, P.C. is seeking a Client Intake Coordinator for our growing firm, located in Woburn, MA. The Client Intake Coordinator will play an integral role in building lasting relationships with clients and their families. This is a public-facing, full-time role and will be exclusively in-office.

Who We Are:

At Monteforte Law, P.C., we focus on developing estate plans for high-earning individuals, high-net-worth families, and business owners. We specialize in Wills, Trusts, asset protection, wealth preservation, elder planning, MassHealth Medicaid Long-Term Care applications, and other areas of elder law such as guardianship and conservatorship. We're here to help people, and we have a process to make it as stress free as possible. Our company is unique, and so is our culture. We focus on our team first, and we want you to do work that you find interesting and meaningful. Work where you can feel like you made a difference. We believe that when you love your job, and love the people you work with, the clients will be well-served.

What does a typical day look like? Job responsibilities will include but are not limited to:

• Scheduling appointments, and handling all client intake matters and client relationships.
• Being the first point of contact for potential clients who call the office, which includes explaining how we help people, and "selling" the firm by securing appointments
• Some general office duties, such as copying, scanning, and filing.
• Answering and making phone calls.
• Following up with potential and existing clients.
• Keeping the clients happy! We love our clients. Sometimes we send them gifts, or just call them to make sure all is well. You would lead this charge.
• Creating cover letters.
• Direct mailing to clients and leads.
• Basic data entry into intake forms, which you will be trained on.

Is this role a good fit for you? Here is what we are looking for:

• Someone who is dedicated to their work and is willing to go the extra step to make sure the work is done correctly, and on time.
• Someone who is generally awesome!
• Someone who likes to be part of a team and work with other amazing people - We have a strict "no jerks" rule!
• Someone who is compassionate, as elder law and estate planning is sensitive work. It is important to us that anyone joining our team has empathy and emotional maturity.
• Someone who has confidence and is a problem solver, but also knows when to ask for help.
• Someone who has experience in sales and customer service.
• Someone who has experience speaking to clients on the phone and scheduling appointments.
• Someone willing and able to learn and apply new software.
• Someone who is personable, dynamic, dependable, self-motivated, and can work independently.
• Someone who can multitask and stay focused through frequent interruptions.

Knowledge of estate planning and elder law is not a requirement but will be a bonus!

Benefits:

• 401(k)
• 401(k) matching*
• Access to Health and Dental insurance
• Performance based Bonus structure
• Paid time off
• Paid holidays

Please submit a cover letter with your resume, and tell us a little about yourself, your experience, and why you'd be a good fit.