Intake Specialist (Employee Referrals)

Melone Hatley, P.C.; United States; Remote; USD 39,000 - 50,000; Full time

Job summary

A fast-growing family and estate planning law firm seeks a highly organized Intake Specialist. You will handle client intake and support daily operations in a dynamic environment. Ideal for detail-oriented candidates eager to contribute to a passionate team committed to high-quality legal services.

Benefits

100% Employer Paid Medical Benefits for Employees and Dependents

Dental, Vision, and Life Insurance

401 (k) Matching

Paid Time Off and Holiday Pay

Qualifications

• Strong written and verbal communication skills.
• Excellent time management with multitasking capabilities.
• Experience as an Administrative Assistant or similar is a plus.

Responsibilities

• Answer and direct incoming calls, and provide support for client queries.
• Schedule and organize appointments for clients and attorneys.
• Maintain updated contact lists and client information.

Skills

Communication

Organization

Attention to Detail

Technical Proficiency

Time Management

Education

High school diploma or equivalent

Tools

MS Teams

Outlook

Word

Excel

CRM

Clio

HubSpot

Job description

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Melone Hatley, P.C. is a fast-growing family and estate planning law firm with offices across Virginia, Florida, South Carolina, and Texas. Named one of the 500 fastest-growing law firms in the United States and recognized by Super Lawyers, we've built our reputation on delivering compassionate, high-quality legal services and creating a workplace where talent thrives.

Our mission is simple: to be the premier law firm for individuals looking to protect what matters most — their families, their finances, and their future. We achieve this by fostering a culture rooted in transparency, integrity, and open communication. Every team member plays a vital role in delivering personalized, results-driven support to our clients, and we're proud to be known as one of the top employers in the region.

Join us and become part of a team that is redefining family and estate law with purpose, passion, and people at the center of everything we do.

Position Overview

We are looking for a highly organized and proactive Intake Specialist to join our dynamic team. In this role, you will handle a variety of administrative tasks, including client intake, phone management, and supporting daily operations. The ideal candidate will possess excellent communication skills, attention to detail, and the ability to keep things running smoothly in a fast-paced environment.

Key Responsibilities:

• Phone Management: Answer and direct incoming calls, make outbound follow-up calls, and provide general support for client queries.
• Appointment Coordination: Schedule and organize appointments for both clients and attorneys.
• Correspondence Management: Write and distribute emails, memos, letters, and necessary documentation.
• Database Maintenance: Maintain updated contact lists and client information, ensuring all data is accurate and easy to access.
• Filing Systems: Manage both physical and digital filing systems to ensure efficient document organization.
• Policy Compliance: Follow office policies and procedures and assist with the preparation of routine reports.
• Client Support: Serve as the point of contact for clients, visitors, and callers, providing exceptional customer service.
• Team Collaboration: Work alongside senior management to handle requests and address any administrative concerns.

Qualifications and Skills:

• Communication: Strong written and verbal communication skills.
• Organization: Strong organizational abilities with a proven capacity to multitask effectively.
• Attention to Detail: Meticulous attention to detail and problem-solving skills.
• Technical Proficiency: Familiarity with general office equipment and procedures, along with proficiency in MS Teams, Outlook, Word, Excel, CRM, and practice management software (Clio and HubSpot, preferred).
• Time Management: Excellent time management skills, with the ability to prioritize tasks efficiently.
• Previous experience as an Administrative Assistant, Receptionist or Secretary is a plus.
• Education: High school diploma or equivalent, required.
• 100% Employer Paid Medical Benefits for Employees and Dependents
• Dental, Vision, and Life Insurance
• 401 (k) Matching
• Paid Time Off and Holiday Pay
• Full-time position (8-hour shift)
• Monday through Friday, rotating Saturday shifts
• Remote

Join Our Team!

If you are a motivated, detail-oriented individual who thrives in a fast-paced, team-oriented environment, we invite you to apply. At Melone Hatley, P.C., you will have the opportunity to grow professionally and make a meaningful impact.

Melone Hatley, P.C. is an equal opportunity employer.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Law Practice

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