Bilingual Administrative Assistant

Solvo Global; Mérida; Presencial; MXN 223.200 - 446.400; Jornada completa

Descripción de la vacante

A leading legal services firm in Mérida is seeking an Intake Specialist to manage client communications and qualify leads. This position requires fluency in English and Spanish, previous legal intake experience, and strong communication skills. The ideal candidate will effectively handle inbound and outbound queries, document client information accurately in CRM systems, and assist prospective clients throughout the retainer process. This impactful role is crucial for the firm's growth and requires attention to detail and interpersonal skills.

Formación

• Previous experience in legal intake, legal support, or a client‑facing legal environment.
• Basic to intermediate understanding of legal concepts and intake workflows.
• Ability to manage multiple cases and priorities effectively.

Responsabilidades

• Handle inbound and outbound calls, messages, and follow‑ups with prospective clients.
• Conduct structured legal intake interviews to gather accurate personal and case‑related information.
• Qualify leads based on firm‑defined criteria and intake guidelines.
• Accurately document all client information in the CRM or case management systems.

Conocimientos

Fluency in English and Spanish (spoken and written)

Strong communication skills

Active listening

Interpersonal skills

Attention to detail

Herramientas

CRM systems

Intake systems

Documentation tools

Descripción del empleo

We are seeking a detail‑oriented and client‑focused Intake Specialist to serve as the first point of contact for prospective clients. This role plays a critical part in our firm’s growth by managing inbound and outbound communications, qualifying leads, and guiding potential clients through the retainer process. The ideal candidate has strong communication skills, legal intake experience, and the ability to manage sensitive information with professionalism and empathy.

Key Responsibilities

• Handle inbound and outbound calls, messages, and follow‑ups with prospective clients
• Conduct structured legal intake interviews to gather accurate personal and case‑related information
• Qualify leads based on firm‑defined criteria and intake guidelines
• Accurately document all client information in the CRM or case management systems

Required Skills & Qualifications

• Fluency in English and Spanish (spoken and written)
• Previous experience in legal intake, legal support, or a client‑facing legal environment
• Basic to intermediate understanding of legal concepts and intake workflows
• Strong communication, active listening, and interpersonal skills
• High attention to detail and accuracy in data entryAbility to manage multiple cases and priorities effectively
• Comfortable working with CRMs, intake systems, and documentation tools

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.