Monteforte Law, P.C. is seeking an AWESOME client intake specialist to join our team!
Are you that person? If so, keep reading to learn more!
This will be a full-time position and we expect this person to handle all client intake matters and client relationships, as well as some general office duties. This role requires excellent telephone and customer service skills, and the ideal candidate will have the ability to multi-task. This candidate should be very capable in Microsoft Word, Microsoft Office, and Excel.
The job responsibilities will include, but are not limited to the following:
- Answering and making phone calls
- Handling all client intake
- Client pipeline management
- Copying and scanning documents
- Managing client lists
- Following up with potential and current clients
- Creating cover letters
- Filing documents
- and more!
There may also be some basic data entry into legal documents, which you will be trained on. This candidate must be very personable, dynamic, dependable, self-motivated and have the ability to work independently. Having knowledge of estate planning and elder law is a bonus!
This will be an in-office job with no possibility for remote work. Our office is located in Woburn, MA.
You will also be required to work the hours we are open which are as follows:
Monday through Thursday 8 am to 5 PM EST
Friday 8 am to 4 PM EST
Job Type: Full-time
To apply, email your resume to [email protected]!