Client Intake & Front Desk Coordinator

WaveCrest Legal, P.A.; Town of Florida (NY); On-site; USD 36,000 - 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 serve as the welcoming face for potential and existing clients.

You will guide clients through the intake process and help keep the day-to-day office organized and running smoothly. Responsibilities include greeting clients, scheduling consultations, maintaining the case management system, coordinating communication among attorneys and staff, and ensuring confidentiality and professional

Qualifications

• 1–3 years in front desk, intake, client service, or professional office role.
• Excellent interpersonal and communication skills with a client-first attitude.
• Highly organized with strong attention to detail and follow-through.
• Proficient with office software and case management systems.
• Comfortable collaborating with in-office and remote team members.

Responsibilities

• Greet and assist clients in person, by phone, and by email.
• Manage client intake from first contact through post-consultation follow-up and handoff to the appropriate team when hired.
• Schedule consultations and maintain attorney calendars.
• Enter and maintain client information in the 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-facing

Front desk

Interpersonal communication

Organization

Attention to detail

Technology proficiency

Education

High school diploma

Associate's or Bachelor's degree preferred

Tools

Case management software

Microsoft Office

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.