Intake Office Coordinator

The Lisinski Law Firm•Medford, MA
•$19 - $20

About The Position

The Intake Office Coordinator supports the intake process for new and existing clients, providing a welcoming, high-quality client experience. The role coordinates communication between clients and multiple departments, handles client inquiries, and responds to or delegates client requests to the appropriate teams. The position requires fluent English and Spanish, strong customer service and problem-solving skills, attention to detail, and the ability to organize and prioritize work.

Requirements

  • Must be bilingual in Spanish and English.
  • High school diploma or equivalent experience.
  • Excellent English and Spanish interpersonal and communication skills, both verbal and written.
  • Proficient in Microsoft Office Suite.
  • Strong attention to detail.
  • Excellent organizational skills.
  • Ability to work independently and proactively.
  • Ability to multitask and prioritize work.

Nice To Haves

  • 1–3 years of customer service experience preferred.

Responsibilities

  • Greet and assist clients upon arrival.
  • Conduct initial assessments and gather information to assist clients.
  • Verify client documentation by collecting identification or other necessary information.
  • Take clients’ fingerprints following intake appointments and submit them to the FBI.
  • Scan and upload fingerprints and authorization forms into the case management system in a timely manner.
  • Scan client documents into the case management system as needed.
  • Prepare intake folders for Intake Specialists.
  • Prepare and mail Welcome Kits to clients.
  • Scan signed contracts into the case management system.
  • Answer and direct incoming calls to the appropriate department or team member.
  • Confirm upcoming client appointments and reschedule as needed.
  • Keep the client welcoming area clean, organized, and stocked with appropriate snacks.
  • Collect client payments and follow money-handling safety procedures.
  • Meet customer satisfaction expectations based on leadership-established KPIs.
  • Complete office supply inventory as needed.

Benefits

  • 401k match
  • Medical, dental, and vision insurance
  • Health Savings Account or Flexible Spending Account options
  • Dependent Care FSA
  • Basic life insurance
  • Voluntary life and AD&D insurance
  • Disability insurance
  • Voluntary accident insurance
  • Voluntary hospital indemnity insurance
  • Employee Assistance Program
  • Calm App subscription
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