Records Clerk Lead - Bilingual
About The Position
Moaddel Law Firm, A.P.C. is a premier Criminal Defense and Immigration firm based in Los Angeles. We are committed to providing innovative, strategic, and accessible legal services. Our team works as ONE to achieve outstanding results, always keeping client service and excellence at the center of what we do. We are seeking a Records Clerk Lead to oversee and guide our document clerks while partnering with the Sales department to manage client intake and retainer processes. This role is key to maintaining professionalism, accuracy, and efficiency in all client-facing tasks. The ideal candidate is client-focused, detail-oriented, and thrives in a collaborative, team-oriented environment while also stepping up to supervise, train, and mentor others.
Requirements
- High School Diploma or GED (required).
- 2+ years of office experience as a records or document clerk.
- 1+ year in a supervisory role.
- Proficiency in Google Suite, CRM systems, CLIO, and Zoho.
- Bilingual in English and Spanish (required).
- Strong organizational skills, attention to detail, and accuracy.
- Ability to work independently while maintaining a client-focused mindset.
- Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
Nice To Haves
- Legal experience is a plus.
Responsibilities
- Supervise, train, and mentor document clerks to ensure quality and efficiency.
- Partner with the Sales team and meet clients to process intake and retainer packets.
- Manage client intake by preparing retainers, gathering documents, obtaining signatures, and digitizing files.
- Maintain accurate records of all incoming documents and file accordingly.
- Coordinate fingerprinting services and mailing.
- Ensure quality control during the intake lifecycle, scanning, and tracking client documentation.
- Collaborate with Case Consultants and legal teams to ensure files are complete and accurate.
- Monitor workflows, distribute tasks, and track progress to maintain efficiency.
- Follow up with clients for missing information and support document completion.
- Identify inefficiencies, propose system improvements, and refine processes.
- Perform general administrative tasks and adhere to firm protocols.
- Delegate tasks and monitor workflow for accuracy and timeliness.
- Perform other duties as assigned.
Benefits
- Competitive pay based on experience.
- Opportunities for career development and growth within the firm.
- A collaborative team culture focused on excellence and client success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
