Intake Specialist

Crisp Recruit•Edinburg, TX

2d•$45,000•Onsite

About The Position

At the Law Office of Aurelio Garza, we pride ourselves on offering more than just exceptional legal services. Located in the heart of Edinburg, Texas, our firm has built a reputation over nearly two decades for its unwavering commitment to integrity, professionalism, and client-centered representation. Focusing in elder and estate law, including estate planning, probate, real estate transactions, and more, our practice ensures clients have access to comprehensive legal solutions. Under the dedicated leadership of Aurelio Garza, our firm stands as a trusted legal partner throughout Texas. With a focus on community impact and personalized attention, we guide our clients through complex legal landscapes, offering clarity and confidence. Our mission is to safeguard the interests of our clients while empowering them to make informed decisions about their futures. Through steadfast relationships and innovative legal strategies, we strive to provide peace of mind to every individual and family we serve. The newly defined role of Intake Specialist is essential to our mission of providing unparalleled legal services and client experiences. As the first point of contact for our firm, this position plays a pivotal role in ensuring every client feels welcomed and valued from the moment they reach out. By managing scheduling, intake processes, and referrals, the Intake Specialist contributes directly to the smooth operation and success of our practice, ultimately heightening client satisfaction and support.

Requirements

Experience Requirement: 2–3 years in legal intake, preferably within estate planning, probate, elder law, or real estate.
Client Service Skills: Exceptional communication and customer-first mindset, with a polished phone and in-person presence.
Organizational Ability: Strong scheduling, calendar management, and data capture skills.
Personal Traits: Highly reliable, punctual, adaptable to changing situations, and driven by a no-excuses mentality.
Be thick-skinned, highly accountable, and comfortable working with a direct, high-standard leadership style (military-background expectations: punctuality, precision, and follow-through).
Industry Knowledge: Familiarity with estate planning, probate processes, and real estate law.
Proactive Mindset: Able to learn quickly and operate independently within 60–90 days.

Responsibilities

Client Interaction: Serve as the initial point of contact, greeting in-office visitors and answering inbound calls with professionalism and empathy.
Appointment Coordination: Efficiently schedule and manage all client appointments, acting as a gatekeeper for the attorney’s calendar.
Reporting Structure: This role reports directly to Aurelio Garza and serves as the primary gatekeeper for his calendar and client intake flow.
Intake Management: Complete and qualify all client intakes with accuracy, aligning them with the firm's practice areas and referring non-fits appropriately.
Review Solicitation: Proactively seek Google reviews from clients to enhance firm visibility and reputation.
Reliable Front Desk Presence: Ensure dependable on-site coverage beginning at 8:00 a.m. to maintain high service standards.
Solution-Focused Approach: Address challenges proactively, maintaining a ‘no excuses—get the job done’ attitude.
Culture Fit: You are thick-skinned, highly accountable, and comfortable working with a direct, high-standard leadership style (military-background expectations: punctuality, precision, and follow-through).

Benefits

Health Benefits: After 90 days, access to short-term and long-term disability, plus a small life insurance benefit (per the employee manual).
Compensation: Competitive salary range starting at $45,000 with potential for growth based on performance.
Work Environment: Full-time, on-site role with dependable 8:00 a.m. to 5:00 p.m. schedule.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume