Part-Time Intake Specialist & Receptionist Stewart Legacy Law Oceanside, CA Job Details Part-time $25 an hour 1 day ago Benefits Flexible schedule Qualifications Administrative experience Legal administrative experience Attention to detail Law office experience Office management Full Job Description Stewart Legacy Law | Oceanside, CA About Stewart Legacy Law Stewart Legacy Law is a growing estate planning law firm in Oceanside, California, dedicated to helping families protect what matters most. We guide clients through important decisions with care, clarity, and professionalism. Our clients are often planning for their family's future, protecting loved ones, or navigating sensitive life transitions, so the way they are greeted, followed up with, and cared for matters deeply. We are looking for a warm, organized, and proactive Part-Time Intake Specialist & Receptionist to join our team and help create an excellent client experience from the very first phone call. About the Role This is not just a front-desk position. This person will often be the first voice a prospective client hears and an important part of how clients experience the firm. The right person will enjoy talking with people, staying organized, following up consistently, and helping prospective clients take the next step toward scheduling a consultation. This role is ideal for someone who is service-minded, detail-oriented, and looking for a long-term opportunity with room to grow as the firm expands. What You'll Do In this role, you will help support both prospective clients and existing clients by:

• Answering incoming phone calls and creating a warm, professional first impression
• Following up with prospective clients and helping move them through the intake process
• Scheduling consultations and managing Attorney Michael Stewart's calendar
• Updating and maintaining client information in the firm's CRM
• Preparing and organizing estate planning binders and documents for signing appointments
• Supporting day-to-day office operations and administrative tasks
• Keeping client files, records, and contact information accurate and organized Who You Are You may be a strong fit for this role if you:
• Enjoy talking with people and helping them feel comfortable
• Have excellent phone, interpersonal, and written communication skills
• Are organized, dependable, and detail-oriented
• Can follow up with prospective clients in a professional and confident way
• Are comfortable using computers, calendars, email, and CRM systems
• Can manage multiple priorities without losing track of details
• Take initiative and look for ways to be helpful
• Bring a friendly, professional, and client-focused attitude to your work
• Want to grow with a firm that is building for the future Experience That Would Be Helpful The ideal candidate may have experience in one or more of the following areas:
• Reception or front-office support
• Customer service or client care
• Sales support, intake, or appointment setting
• Administrative support
• Law firm or professional services office experience
• CRM, scheduling, or client management software Prior law firm experience is helpful, but not required. A strong client-service mindset, reliability, and follow-through are more important. Position Details

Position Type:

Part-time, in-person

Location:

Oceanside, California

Schedule:

Approximately 25 hours per week. We are flexible on days and hours and are happy to work with the right candidate's schedule, provided coverage aligns with business needs.

Compensation:

$25 per hour. Candidates with prior law firm, estate planning, intake, CRM, or appointment-setting experience may be considered at the higher end of the range.

Start Date:

Immediate (or as soon as the right candidate is available).

Reports To:

Firm Operations Manager, Mackenzie Stewart

Growth Opportunity:

This is a part-time position, approximately 25 hours per week, with an emphasis on transitioning into a full-time role as responsibilities and firm needs grow . A successful person in this role will help Stewart Legacy Law create a smooth, professional, and caring experience for every client and prospective client.

Success in this role means:

• Calls are answered warmly and professionally
• Prospective clients are followed up with consistently
• Consultations are scheduled accurately
• Client information is entered correctly
• Documents and binders are prepared on time
• Clients feel cared for and informed
• The attorney's calendar and client flow are well-supported
• The office runs more smoothly because this person is paying attention to the details Why Join Stewart Legacy Law?

This is a great opportunity for someone who wants meaningful work in a professional, growing law firm. You will be part of a firm that helps families make important decisions, protect their loved ones, and plan for the future. You will have the opportunity to build relationships with clients, become a key part of the firm's operations, and grow your role over time. How to Apply Please submit your resume and a brief note explaining why you are interested in this position and why you believe you would be a strong fit for Stewart Legacy Law.

Pay:

$25.00 per hour

Benefits:

Flexible schedule

Work Location:

In person