Fit is seeking a detail-oriented and personable Intake Specialist to join a local law firm. The Intake Specialist serves as the first point of contact for clients, ensuring that all necessary information is gathered accurately and efficiently. This role plays a crucial part in maintaining smooth operations by coordinating initial assessments, data entry, and administrative tasks. This is a salaried position with a starting pay range of $40K.
Key Responsibilities:
- Greet and communicate with clients professionally and courteously (in person, by phone, or electronically).
- Collect and verify personal, demographic, and case-specific information.
- Enter and update client data accurately in internal systems.
- Schedule appointments and assist with initial onboarding.
- Respond to inquiries and provide information regarding services, processes, and next steps.
- Coordinate with internal departments to ensure proper hand-off and case follow-through.
- Maintain confidentiality and adhere to privacy regulations and company policies.
- Perform administrative support tasks, including filing, scanning, document preparation, and courier responsibilities.
Qualifications:
- Bachelor\u2019s degree preferred.
- Prior experience in an intake, customer service, or administrative role preferred.
- Excellent communication and interpersonal skills.
- Strong attention to detail and organizational abilities.
- Proficient in using office software (e.g., Microsoft Office, databases, email platforms).
- Ability to multitask and work in a fast-paced environment.
- Discretion in handling sensitive and confidential information.