Client Onboarding & Intake Specialist

Estate Law Partners, LLC; Madison (WI); In loco; USD 25.000 - 36.000; Tempo pieno

Descrizione del lavoro

Estate Law Partners, LLC is seeking a full-time Intake Specialist in Madison, WI. You will welcome clients, schedule meetings, answer questions, and maintain organized client files.

Proficiency in MS Office and familiarity with Clio/WealthCounsel are helpful as you support paralegals with document preparation for Wills, Trusts, and related matters. We value strong communication, confidentiality, and teamwork.

Competenze

• HS Diploma or Equivalent required.
• Preference for experience as Receptionist/Legal Assistant or similar; training provided.
• Legal terminology understanding preferred.
• Strong computer skills; proficient in Microsoft Office Suite.
• Knowledge of Clio and WealthCounsel preferred.
• Excellent written and verbal communication; adapt to audience.

Mansioni

• First impression point of contact for clients.
• Assist with scheduling client meetings.
• Answer client questions and provide information.
• Prepare, organize, and retrieve client matter files.
• Organize intake and onboarding using CRM software.
• Perform general office duties as needed.
• Assist paralegals with document prep for Wills, Trusts, powers of attorney, and deeds.

Conoscenze

Communication

Organizational skills

Time management

Attention to detail

Team collaboration

Confidentiality

Adaptability

MS Office proficiency

Formazione

HS Diploma or equivalent

Strumenti

Clio

WealthCounsel

Descrizione del lavoro

Estate Law Partners, LLC is seeking a full-time Intake Specialist in Madison, WI. You will welcome clients, schedule meetings, answer questions, and maintain organized client files.

Proficiency in MS Office and familiarity with Clio/WealthCounsel are helpful as you support paralegals with document preparation for Wills, Trusts, and related matters. We value strong communication, confidentiality, and teamwork.