Client Intake Specialist/Receptionist Position Available In Anderson, Tennessee

Client Intake Specialist/Receptionist Confidential Oak Ridge, TN 37830 Job Overview The position is the primary initial contact for all potential clients of a small probate and estate planning law firm. This position obtains and reviews necessary information on new potential client inquiries to see if their case fits the firm’s practice areas. The position requires professionalism, respect, critical thinking, and confidentiality when speaking to anyone who calls or visits the firm. We pride ourselves on maintaining a low-stress, positive work environment where everyone gets along. The ideal candidate should be a good communicator, quick learner, and capable of managing clients effectively. It’s also very important that they are trustworthy, dependable, and possess a strong work ethic, arriving ready to work and ask questions as needed. This position requires strong organizational skills, proficiency in data entry, and familiarity with legal administrative processes. The Intake Specialist will work closely with clients and internal teams to facilitate smooth transitions into our services. Duties Provide front desk coverage answering phones, greeting and announcing visitors. Evaluate potential client inquiries while using strong critical thinking skills by conducting initial client interviews to gather pertinent information regarding their legal needs. Perform data entry tasks to maintain accurate and up-to-date client records in our systems. Organize and file documents. Utilize software to track the progress of client cases from intake through initial processing. Collaborate with legal administrative staff to ensure all documentation meets compliance standards. Provide exceptional customer service by addressing client inquiries and concerns promptly. Requirements Proven experience in data entry and file management within a legal or administrative setting. Strong project management skills with the ability to prioritize tasks effectively. Proficiency in case tracking and working with others effectively. Experience with software applications such as Clio is a plus. Excellent interviewing skills with the ability to extract relevant information from clients. Strong attention to detail and commitment to maintaining confidentiality. Ability to work independently as well as part of a collaborative team environment. If you are passionate about providing exceptional support in a legal setting and meet the qualifications outlined above, we encourage you to apply for this exciting opportunity as an Intake Specialist.

Job Type:

Part-time Pay:

$16.00 – $17.00 per hour Expected hours: 20 – 30 per week Application Question(s): Do you have experience working in an office setting or do you have a paralegal certification?

Education:

High school or equivalent (Required) Ability to

Commute:

Oak Ridge, TN 37830 (Required) Ability to

Relocate:

Oak Ridge, TN 37830: Relocate before starting work (Required)

Work Location:

In person