Legal Assistant for Intake

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Legal Assistant for Intake Albany

Full-Time Regular 37.5 or 40+ hrs/PP Full-Time Albany Office, Albany, NY, US

30+ days ago Requisition ID: 1234

Salary Range: $21.00 To $26.00 Hourly

Join our dedicated team at William Mattar, P.C. and become part of our mission to make a positive impact on people's lives. We are currently looking for a skilled Legal Assistant to join our Intake Department at our new location in Albany. In this role, you'll play a crucial part in the initial contact with our clients, guiding them through the process with empathy and efficiency.

Key Responsibilities:

Effectively utilize case management software to create the initial case file for all new and prospective clients, schedule meetings, document all work, case expenses and payments, and communicate with firm employees

Answer all calls in a timely manner and conduct phone interviews with new and prospective clients

Schedule appointments for new clients coordinating calendars for multiple people

Meet with new and prospective clients in the company office for continued fact gathering

Generate initial documents for both client and attorney

Photocopy, telefax, email, mail and scan items associated with clients' cases

Assist attorneys with the following:

• Draft correspondence and documents using firm templates
• Request medical records
• Prepare the physical case file to be transferred to assigned attorney and legal assistant/paralegal

Education, Skills, and Experience Requirements:

High School Diploma required, college degree preferred

Minimum of two years of office or customer service experience

Perks:
Our firm offers generous Paid Time Off (PTO) to help employees keep their work/life balance.