Client Intake Front Desk Coordinator

WaveCrest Legal, P.A.; Town of Florida (NY); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Opportunity for advancement

Paid time off

Job summary

WaveCrest Legal, P.A. in Jacksonville Beach seeks a personable Client Intake & Front Desk Coordinator to greet clients, guide intake, and maintain a smooth office flow, serving as the welcoming face of our firm.

The role involves scheduling consultations, maintaining attorney calendars, entering and maintaining client information, documenting communications, coordinating with attorneys and team members, handling mail and deliveries, and upholding confidentiality in a fast-paced professional

Qualifications

• 1-3 years of experience in a front desk, intake, client service, or professional office role; law firm experience is a plus, but not required.
• Strong interpersonal and communication skills with a client-first attitude.
• Highly organized with strong attention to detail and follow-through.
• Comfortable learning and using technology, including case management and other office software.
• Comfortable communicating and working with both in-office and remote team members.
• Ability to manage multiple priorities in a fast-paced professional office.
• Ability to handle sensitive information with discretion and confidentiality.
• Reliable and punctual.
• High school diploma required; associate’s or bachelor’s degree a plus.

Responsibilities

• Greet and assist potential and existing clients in person, over the phone, and by email.
• Manage client intake from first contact through post-consultation follow-up and, when the firm is hired, ensure a clean handoff to the appropriate team.
• Schedule consultations and maintain attorney calendars.
• Enter and maintain client information in the firm’s case management system.
• Keep clear and complete notes and documentation of all communications.
• Coordinate communication between clients, attorneys, and team members.
• Handle incoming and outgoing mail and deliveries, including scanning and routing documents.
• Maintain a welcoming and organized office environment, including monitoring and ordering office supplies.
• Ensure confidentiality and comply with legal and ethical standards when handling sensitive information.

Skills

Client service

Communication

Organizational skills

Tech-savvy

Discretion/confidentiality

Punctuality

Education

High school diploma

Associate degree

Bachelor’s degree

Tools

Case management software

Microsoft Office

Email/Calendar tools

Job description

Benefits:

• 401(k)
• 401(k) matching
• Opportunity for advancement
• Paid time off

About the Role

WaveCrest Legal, P.A. is looking for a personable and professional Client Intake & Front Desk Coordinator to serve as the first point of contact for potential and existing clients and the welcoming face of our Jacksonville Beach office. This role guides potential clients through the intake process and helps keep the day-to-day office organized and running smoothly.

Responsibilities

• Greet and assist potential and existing clients in person, over the phone, and by email
• Manage client intake from first contact through post-consultation follow-up and, when the firm is hired, ensure a clean handoff to the appropriate team
• Schedule consultations and maintain attorney calendars
• Enter and maintain client information in the firm’s case management system
• Keep clear and complete notes and documentation of all communications
• Coordinate communication between clients, attorneys, and team members
• Handle incoming and outgoing mail and deliveries, including scanning and routing documents
• Maintain a welcoming and organized office environment, including monitoring and ordering office supplies
• Ensure confidentiality and comply with legal and ethical standards when handling sensitive information

Requirements

• 1-3 years of experience in a front desk, intake, client service, or professional office role; law firm experience is a plus, but not required
• Strong interpersonal and communication skills with a client-first attitude
• Highly organized with strong attention to detail and follow-through
• Comfortable learning and using technology, including case management and other office software
• Comfortable communicating and working with both in-office and remote team members
• Ability to manage multiple priorities in a fast-paced professional office
• Ability to handle sensitive information with discretion and confidentiality
• Reliable and punctual
• High school diploma required; associate's or bachelor's degree a plus

About Us

WaveCrest Legal, P.A. is a Jacksonville Beach law firm focused on estate planning, probate, trust administration, and related matters. We are a small, collaborative team of in-office and remote professionals who value communication, reliability, and taking pride in our work. Our approach is personal and client-focused, and every member of our team plays an important role in providing the professional, attentive experience our clients expect from WaveCrest Legal.

*We do not offer health insurance at this time.