Receptionist / Intake Specialist
$60,000–$75,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Conduct initial client consultations and intake interviews to gather relevant information regarding their legal matter. Record and document client information accurately in the case management system while assisting clients in completing necessary forms and paperwork. Collaborate with attorneys to ensure seamless transition from intake to case management and identify potential legal issues for escalation. Provide clients with accurate updates on case status, procedures, and next steps, while following up to collect missing information or schedule appointments. Maintain confidentiality when handling sensitive client data and manage administrative tasks such as filing and document organization. This in-person role at Phillips & Associates in New York, NY, operates 10am-7pm, Monday through Friday.
Required Qualifications
- This is an in-person role
- located in our office at 45 Broadway, New York, NY, 10006
- hours are 10am-7pm, Monday through Friday
Desired Qualifications
- Bachelor's degree in Legal Studies or related field is preferred
- Prior experience in a legal intake or client services role is highly desirable
- Excellent interpersonal and communication skills, with the ability to engage and empathize with clients effectively
- Strong organizational skills and attention to detail to ensure accurate and complete documentation
- Knowledge of legal terminology, procedures, and case management systems is advantageous
- Ability to prioritize tasks, multitask, and meet deadlines in a fast-paced environment
- Proficiency in using computer systems and software for data entry and documentation
- Maintain a professional and courteous demeanor while interacting with clients and colleagues
- Ability to handle sensitive and confidential information with integrity and discretion
- Bilingual proficiency in English and Spanish is a plus
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