Intake Specialist / Administrative Assistant - ElDeiry & ElDeiry P.A : Job Details

Description Would you like to work with a fun, energetic firm that wants to help people? Would you like to work for a Business that believes spending time with Family and Friends is the most important aspect of life? Are you fun? Full Family Concept - let our family help your family. Position: Intake Specialist / Administrative Position ELDEIRY & ELDEIRY, P.A., a Probate Administration and Estate Planning law firm, is seeking a highly personable, fun, loyal, energetic, positive, down-to-earth,responsible, anddetail-oriented Intake Specialist, PLUS an Administrative person to join our team. This role is ideal for someone who genuinely enjoys helping and speaking with people, has a warm and professional phone presence, and takes pride in providing excellent client service. Responsibilities •Serve as the first point of contact for potential new clients (PNCs), screening their needs and determining whether our firm can assist them. •Conduct intake calls with empathy and precision, uncovering the core reason for each inquiry. •Schedule consultations and manage calendar coordination for the attorneys. •Follow up with PNCs who have not yet made a decision, and assist with nurturing these leads over time. •Place reminder and confirmation calls for upcoming appointments. •Collect and organize documents, set up new client files, and ensure all intake-related data is accurately recorded. •Represent the firm professionally and warmly, both over the phone and in written communications. Additional Legal Assistant Duties: •Handle general administrative support, including printing, scanning, copying, and file maintenance. •Draft and send emails and letters on behalf of the firm. •Communicate with clients, beneficiaries, court clerks, and judicial assistants as needed. •Send and track court pleadings and other legal documents. •Maintain consistent and professional client communication throughout the case process. Ideal Candidate Will Have: •Excellent communication and listening skills. •A professional and pleasant phone demeanor. •Strong attention to detail and organizational skills. •The ability to manage multiple tasks in a fast-paced environment. •A client-first mindset and the ability to maintain confidentiality. •Prior experience in a law firm or legal setting is a plus, but not required. •Minimum Education: At least an Associate's degree is required. •Proficiency in Microsoft Office. •Reliable Transportation. This is an IN-OFFICE Position 35-37.5 hours per week.The firm has Paid Time Off If you are someone who enjoys client interaction, takes initiative, and wants to be a vital part of a compassionate, organized legal team, this role may be the perfect fit for you. Upload your Resume AND Cover Letter, explaining why you are fun, and how your experience and abilities are a great fit for this position. •Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate •Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files •Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner Qualifications •CRM and case management software experience a plus •Excellent and empathetic verbal and written communication skills required •Strong computer and data entry skills •Sales or customer service experience highly valued