Client Intake Virtual Assistant

The Matian Firm is looking to hire an experienced ClientIntake Virtual Assistant with a desire to grow within the legal industry. The ClientIntake Virtual Assistant will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented and works well with people. We ask that you have a strong customer service background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls.

Responsibilities

• Handling inbound phone calls, setting appointments, and screening prospective clients before scheduling an attorney-client consultation
• Track and monitor potential new client inquiries and leads (email, internal, and phone referrals)
• Assists with answering customer inquiries and problems by routing customer to the proper contact and/or department
• Accurately log client information in our software database system
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.

Qualifications

• Must be bilingual (English/Spanish) with written and verbal proficiency
• At least 2 years of experience doing intake, preferably in the legal field preferred but not required
• Great interpersonal skills, extending patience when working with individuals and proactive when issues arise.
• Ability to maintain several responsibilities at once and time-management skills, prioritizing high- and low-level demands adequately
• ALL SALES EXPERIENCE (EVEN WITH NO LEGAL EXPERIENCE) ENCOURAGED TO APPLY

The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.