Intake Specialist - FIT Recruiting : Job Details

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.