Intake Coordinator

Build My Great Team • Anniston, AL

4d • Onsite

About The Position

Miller Estate and Elder Law is seeking an Intake Coordinator to serve as the central point of contact for prospective clients, scheduling, lead follow-up, and front-office coordination. This role is ideal for someone who enjoys communicating with people, keeping details organized, and helping clients feel welcomed, heard, and supported from their first interaction with the firm. You will manage lead flow through Lawmatics, coordinate consultations, support workshop follow-up, assist with scheduling, and help keep daily operations running smoothly. Success in this role requires strong organization, proactive communication, attention to detail, and a genuine commitment to excellent client service.

Requirements

• Minimum high school diploma or equivalent
• At least 2 years of related experience in client service, intake, scheduling, administrative support, or a professional office environment
• Strong client service skills with the ability to build trust and communicate professionally
• Ability to thrive in a fast-paced environment while managing competing priorities
• Excellent attention to detail, accuracy, follow-through, and organization
• Clear and professional written and verbal communication skills, including strong grammar and proofreading ability
• Ability to work independently while following firm procedures
• Commitment to confidentiality, ethical standards, and firm policies
• Strong interpersonal skills and a collaborative, team-oriented approach
• Proficiency with computers and office technology, including Microsoft Office, scanning, and general office systems
• Ability to read, interpret, and follow instructions and communicate effectively with clients and staff

Nice To Haves

• Experience with Lawmatics or other CRM/intake systems is a plus

Responsibilities

• Manage the firm’s intake system through Lawmatics, including adding leads and prospects to the appropriate pipeline, managing tasks, and following up by phone and email
• Assist prospective and existing clients with scheduling appointments and initial consultations while providing a professional and welcoming experience
• Organize and maintain calendars for attorneys and team members to ensure appointments are accurately scheduled and updated
• Answer and triage incoming calls, qualify prospective clients, schedule consultations, and direct messages to the appropriate team member
• Coordinate estate planning workshops, including scheduling dates, notifying the marketing company, entering attendees into the intake system, attending workshops with the attorney, and following up with registrants and attendees
• Handle tasks related to new initial consultations for estate planning and estate administration clients according to firm procedures
• Serve as a notary or witness as needed for client appointments
• Assist with general office and operational tasks, including copying, scanning, mailing, postage, filing, voicemail messages, and assisting walk-in clients
• Maintain strict confidentiality of all client and personnel matters
• Respond promptly and professionally to client calls, questions, and inquiries
• Proactively bring client issues or concerns to the attorney’s attention and help ensure client deliverables are handled timely

Benefits

• Paid holidays
• Paid time off and sick time
• Retirement plan launching this year
• Reimbursement for travel and expenses
• Free parking
• Supportive, collegial office environment with room for growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED