Receptionist - Client Intake Specialist

Our fast-paced Estate Planning and Probate Law Firm in Palm City is growing, and we are looking to hire a full-time Receptionist - Client Intake Specialist. We are accepting applications on a rolling basis. You will find more information below about our Firm and what we are looking for in our next Receptionist - Client Intake Specialist.   

Are you passionate about connecting with people? Do you get energized when interacting with people?

We are looking for a dynamic Receptionist - Client Intake Specialist to grow our administrative team. When clients hire us, they are looking for a confident, knowledgeable, skilled firm to handle their legacy or the legacy that a family member has left to them, and our goal is to motivate them to take action to protect their future.

Our Receptionist - Client Intake Specialist will help create a welcoming and professional first impression of the Firm by putting callers and visitors at ease and making them feel comfortable. You will interact and build relationships with clients primarily over the telephone but sometimes in person. This position requires the right combination of empathy, patience, and encouragement. If that sounds like you, you will play an integral role in creating memorable experiences for clients.

Prior sales experience is a plus.

This position involves occasional administrative duties related to scanning mail, filing, and assisting other team members, as well as interpersonal duties to assist the firm in providing a high standard of service to clients.

Does this sound like you?

We are looking for a long-term relationship with the right candidate. We seek exceptional people who want to become part of our team. To us, the word “team” means we win together and we lose together, so your contributions to our overall profitability and reaching our goals include anticipating problems, proposing solutions, and just generally demonstrating that you are ready to join us through thick and thin. Your contributions will be recognized, appreciated, and rewarded. If you are motivated by overcoming challenges and personal, professional, and financial growth, then this could be the right place for you.

Ready to apply?

To apply and ensure you make a great first impression, please submit the following:

• Your resume, including your work history, a most recent position first, with all-time gaps explained
• Provide answers to these questions, within a cover letter: "What comes easily to you that doesn’t come easily to other people?” and “What distinguishes you from everyone else who will apply for this position?”

Please follow these directions to be considered for this role. Following directions and attention to detail are important for this position.

We will contact you within 10 days if you qualify for the second round of consideration.

We look forward to hearing more from you. 

$35,000 - $47,000 yearly

• You should be friendly and professional on the telephone and in person.
• You can direct callers with kindness, but also with authority.
• You can handle being asked numerous questions and be comfortable not having an answer.
• Some of the clients are dealing with massive stress and anxiety. You should be empathetic and help put them at ease.
• You will be answering many calls and working on many tasks and projects concurrently, over long periods of time. We expect you to keep track of key dates, keep the right people informed, and prioritize your time so that we never miss a deadline.
• You should treat a caller or visitor to the firm at 4:30 pm on Friday with the same care and compassion as one on Monday morning at 9 am.
• You will need to be organized and efficient to do your job well.
• Accuracy and attention to detail are required to avoid mistakes that can cost clients dearly.
• Occasional filing, scanning, copying, and other administrative tasks are a part of this position.
• The ability to follow instructions and learn new systems is necessary.
• You must be proficient with Microsoft Office, including Word, Excel, and Outlook.

• Skills are valued, but attitude, character, personality, and integrity are most important.
• The ideal candidate will have a growth mindset, an ability to relate to people of all ages and situations, and a good sense of humor.
• This is a smoke-free work environment, and smoking is not permitted on the premises.

We are on a mission and feel passionate about helping clients to preserve and protect their legacy. We do this by providing estate planning and probate/trust administration services professionally and with care, with a focus on wills, trusts, asset protection, guardianship, and probate administration. We strive to build long-term relationships with clients instead of focusing on transactions.

At this law firm, we like to work hard, get the job done, and then enjoy having a life outside of the office as our reward. Not the other way around.

Benefits may vary based on the number of hours worked but, subject to eligibility, may include health/dental/disability insurance and the opportunity to participate in firm 401k.