Intake Specialist

AARP; Washington (District of Columbia); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Pension plan

Health insurance

Dental plan

Vision plan

Life insurance

Paid time off

Tuition reimbursement

Job summary

AARP’s Legal Counsel for the Elderly is seeking an Intake Specialist to support attorneys by handling intake, coordinating communications, and organizing case files in a busy Washington, DC office. The role involves data gathering, testimony collection, and facilitating outreach with diverse senior clients.

Responsibilities include scheduling, onboarding new staff, preparing legal documents, and assisting with community clinics. Bilingual ability is a plus; notary is a plus.

Qualifications

• High School Diploma and 2+ years of related training/experience.
• Strong organizational and multitasking abilities.
• Ability to handle sensitive, confidential issues.
• Spanish language skills are a plus; paralegal training preferred.
• Notary public a plus.

Responsibilities

• Schedules appointments and maintains attorneys’ files and calendars; organizes travel and expense coordination.
• Supports onboarding for new hires, volunteers, and interns; orients on policies and procedures.
• Prepares and formats various legal documents; files with courts via CM/ECF as requested.
• Maintains and updates case files; tracks deadlines and case progress.
• Provides intake support and assists with client interviews and information gathering.
• Organizes trainings, community outreach, and legal clinics under supervision.
• Participates in cross-team initiatives to improve service delivery for clients.

Skills

Administrative support

Client intake

Organizational skills

Spanish language

Paralegal training

CM/ECF system

Education

High School Diploma

Tools

CM/ECF

Job description

Overview

AARP’s Legal Counsel for the Elderly champions the dignity and rights of vulnerable Washington, D.C. seniors 60-plus, providing free legal and social work services to those in need — empowering, defending, protecting, and helping thousands of clients each year in many areas of civil law.

Overview

AARP’s Legal Counsel for the Elderly champions the dignity and rights of vulnerable Washington, D.C. seniors 60-plus, providing free legal and social work services to those in need — empowering, defending, protecting, and helping thousands of clients each year in many areas of civil law.

The Intake Specialist performs a broad range of administrative support for one or more attorneys. Performs intake for potential clients and supports attorneys with client communications and investigative work such as gathering evidence, searching records and documents, and/or contacting potential clients and witnesses to gather information. Organizes and maintains case files. Creates and transcribes records of highly sensitive/confidential meetings and conversations and prepares correspondence and legal papers. Arranges appointments and maintains calendars, schedules, and files. Organizes and supports community outreach activities.

Responsibilities

• Schedules appointments, depositions, and meetings and maintains attorneys’ files and calendars; makes travel arrangements and prepares and submits expense reports and other financial documents for payment as requested.
• Assists in the onboarding process for new hires, volunteers, and/or interns, including organizing orientation programs; training in office policies, procedures, and technologies; and addressing employee, intern, and volunteer queries regarding office management and facility management issues.
• Prepares, edits, cite checks, and formats correspondence, memoranda, pleadings, briefs, and other legal documents. Retrieves and files legal documents with the courts in person or using the Case Management/Electronic Case Files (CM/ECF) system as requested.
• Organizes and maintains litigation, amicus and other case files, runs case reports, tracks court deadlines, and updates the progress of the case using law practice management software. Communicates with outside counsel to refer and monitor status of co-counseled and/or pro bono cases.
• Provides legal assistance to clients, including conducting intakes and assisting with client interviews. Performs investigative work, records searching, and/or contacting clients, witnesses, and government agencies to gather information.
• Organizes trainings, community outreaches, and legal clinics under the direction and supervision of the attorney- supervisor and helps create presentation decks and relevant materials.
• Participates as a member of practice area team and on cross-organizational working groups to develop innovative approaches to enhance service delivery for organization’s clients.

Qualifications

• High School Diploma plus a minimum of 2 years of relevant training and experience related to the duties of the position.
• Effective organizational and multi-tasking skills and the ability to adhere to established intake procedures and guidelines.
• Sensitivity to the low-income older adult population and their legal and social needs.
• Ability to navigate through complex, sensitive, and confidential issues.
• Ability to speak Spanish and paralegal training preferred.
• District Public Notary a plus.

Additional Requirements

• Regular and reliable job attendance
• Effective verbal and written communication skills
• Exhibit respect and understanding of others to maintain professional relationships
• In office/open office environment with the ability to work effectively surrounded by moderate noise
• Ability to occasionally lift up to 25 pounds

AARP will not sponsor an employment visa for this position at this time.

Hybrid Work Environment

AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.

Compensation And Benefits

AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition and tuition reimbursement.

Equal Employment Opportunity

AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.