Intake Specialist

The Sucato Law Group; Bayonne (NJ); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

401k

Paid federal holidays

Paid PTO

Paid sick time

Professional development

Job summary

The Sucato Law Group in Bayonne, NJ is seeking an Intake Specialist to be the welcoming face of our estate planning practice. This on-site role focuses on handling leads, following up with prospective clients, and organizing the calendar to support revenue growth.

You will provide a warm, professional introduction to our firm, convert inquiries into consultations, and coordinate with attorneys to deliver excellent client service while maintaining confidentiality and attention to detail.

Qualifications

• High school diploma or equivalent required; associate's or bachelor's preferred.
• At least 1 year of law firm experience, especially estate planning or estate administration.
• Proven track record of meeting or exceeding goals.
• Excellent communication and interpersonal skills with client focus.
• Discretion with sensitive information and professional conduct.
• Strong organizational skills and high attention to detail.
• Proficiency with computers and legal case management software.
• Ability to multitask in a fast-paced environment.
• Successful completion of online assessment.

Responsibilities

• Own the response to incoming leads, calls, emails, and inquiries, in a timely, courteous manner.
• Convert inquiries into scheduled consultations; prioritize high-value cases.
• Manage the attorney calendar to maximize revenue.
• Prepare and organize large document sets, including estate planning binders and deeds.
• Handle inbound and outbound mail.
• Greet walk-in clients and manage phones to set a strong first impression.

Skills

Strong communication

Client service orientation

Discretion and professionalism

Organizational skills

Attention to detail

Multitasking

Legal case management software

Persuasion and trust-building

Estate planning experience

Education

High school diploma or equivalent

Associate/bachelor preferred

Tools

Legal case management software

Job description

Job description:

Position: Intake Specialist for a Fast-Growing Law Firm

Location

The Sucato Law Group

707 Broadway

Bayonne, NJ 07002

On-Site position

Monday through Friday - 9:00 am to 5:30 pm

Compensation: $22 - $30 per hour, plus quarterly merit-based bonuses

About Us

We are a fast-growing law firm specializing in estate planning and estate administration in Bayonne, NJ. Our mission is to provide compassionate, professional, and comprehensive legal services to clients navigating the complexities of estate matters. We value integrity, client focus, and teamwork, and we hold ourselves to high standards. We are seeking a driven Intake Specialist to be the welcoming face and first point of contact for our clients, and to play a direct role in the firm's growth.

Job Description

As the Intake Specialist, you will shape our clients' experience and the firm's success from the very first interaction. You will own the front end of our client pipeline: managing leads, following up with prospective clients, and organizing the calendar to maximize revenue. You will provide a warm, professional, and empathetic introduction to our firm, so that potential clients feel supported and understood. This role suits a motivated, results-oriented professional who takes pride in excellence, wants measurable impact, and is ready to grow with an expanding firm.

Key Responsibilities

• Own the response to incoming leads, calls, emails, and online inquiries from prospective clients, engaging each one in a timely, courteous, and professional manner.
• Communicate the value of our services with confidence, converting inquiries into scheduled consultations. Prioritize high-value cases on the calendar and refer low-value cases to other firms.
• Manage and optimize the attorney calendar to maximize revenue and make the best use of the team's time.
• Prepare, print, and organize large document sets, including estate planning binders and deeds, with precision and attention to detail.
• Handle inbound and outbound mail.
• Manage the phones and greet walk-in clients, setting the standard for the firm's first impression.

Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• At least 1 year of previous experience in a law firm, especially in estate planning or estate administration.
• A track record of strong performance, such as meeting or exceeding goals, earning recognition, or taking on increased responsibility, is highly valued.
• Exceptional communication and interpersonal skills, with a strong client service orientation and the ability to persuade and build trust.
• Ability to handle sensitive information with discretion and professionalism.
• Strong organizational skills and exceptional attention to detail.
• Proficiency with computers and legal case management software.
• Ability to multitask and manage priorities in a fast-paced environment.
• A passing score on an online assessment.

Benefits and Growth Opportunities

• Ability to grow with the firm as it expands
• Quarterly merit-based bonuses that reward your performance
• Health Insurance
• Dental Insurance
• 401k
• Opportunities for professional development, growth, and mentorship
• Paid federal holidays
• Paid PTO
• Paid sick time
• Supportive, collaborative team environment
• Firm social outings, coffee, a stocked fridge, and snacks
• Brand new equipment and a recently renovated office space