Intake Legal Assistant - Client Onboarding & Docs (PTO)

The Mattar Firm; City of Albany (NY); On-site; USD 28,929 - 35,817; Full time

Benefits offered by this job

Paid Time Off

Job summary

William Mattar, P.C. is seeking a Legal Assistant to join our Intake Department in Albany. The role focuses on initial client contact, gathering facts, and preparing documents to support attorneys.

Responsibilities include managing case intake using our CMS, scheduling, answering calls, and coordinating with multiple team members. Minimum two years office or customer service experience and a high school diploma are required; college degree preferred.

Qualifications

• High School Diploma required; college degree preferred.
• Minimum of two years of office or customer service experience.
• College degree preferred is optional but advantageous.

Responsibilities

• Use case management software to create initial case files, schedule meetings, document work, and communicate with staff.
• Answer calls promptly and conduct phone interviews with clients.
• Schedule appointments for new clients and coordinate calendars for multiple people.
• Meet with clients in Albany office for continued fact gathering and document generation for clients and attorneys.

Skills

Case management

Phone interviews

Scheduling

Document drafting

Education

High School Diploma

College degree preferred

Tools

Microsoft Office

Case management software

Job description

William Mattar, P.C. is seeking a Legal Assistant to join our Intake Department in Albany. The role focuses on initial client contact, gathering facts, and preparing documents to support attorneys.

Responsibilities include managing case intake using our CMS, scheduling, answering calls, and coordinating with multiple team members. Minimum two years office or customer service experience and a high school diploma are required; college degree preferred.