Intake Coordinator - Full-Time Position (Rockwall)

Job Title: Intake Coordinator Position Type: Full Time (W-2) Work Location: 2701 Sunset Ridge Dr, Ste 302, Rockwall, TX 75032 Work Hours: Monday-Friday, 8:30 AM - 5:00 PM Direct Supervisor: Managing Director Compensation: $42,000/year salary plus paid time off and bonus Job Summary: The Intake Coordinator at The Law Office of Jason Carr, PLLC serves as the first point of contact for potential clients seeking specialized legal services. This role combines traditional receptionist duties with client assessment responsibilities, acting as the gateway to our firm's specialized tax law, business law, and estate planning services. The Intake Coordinator plays a crucial role in strengthening the relationship between our team and clients through exceptional communication, organization, and understanding of our services. This position requires flexibility, critical thinking, and the ability to work independently while supporting the firm's business development initiatives. This position offers the opportunity to make a meaningful difference in clients' lives by connecting them with the legal services they need while developing valuable skills in a professional law firm environment. Responsibilities: Client Intake and Assessment *Serve as the first point of contact for all inbound calls and office visitors *Conduct initial screening conversations to determine if potential clients are a good fit for our services *Gather and document essential information about potential clients' legal situation *Identify urgent legal matters that require immediate attention *Schedule initial consultations with our client development team based on case type and urgency *Follow up with potential clients to confirm appointments and ensure required documentation is prepared Office Operations *Manage daily office operations including appointment scheduling and calendar management *Process client payments *Open mail and scan mail into document management system *Arrange receipt of mail and hand delivered documents from satellite offices *Maintain organized client files and ensure all intake documentation is properly stored *Manage, organize and order office supplies *Coordinate with service providers for office maintenance needs *Ensure office space is professional and welcoming at all times Client Relationship Management *Build authentic, one-on-one relationships with clients beginning with their initial contact *Provide timely responses to client inquiries and route complex questions to appropriate team members *Keep clients informed about their case status and next steps *Recognize and appropriately respond to clients experiencing legal-related stress *Maintain confidentiality and professionalism in all client interactions *Alert attorney and client support team of significant client life events that may impact their legal situation Business Development Support *Update prospect and client data records in the firm's CRM system *Assist with executing direct mail and gift programs *Make follow-up calls to set or confirm appointments *Support attorney and client support team in deepening existing client relationships *Prepare client materials for scheduled appointments Job Requirements: Qualifications *Bachelor's degree required *Minimum of 1 year of experience in a receptionist, customer service, sales, and/or administrative role *Experience in a legal, financial, or professional services environment preferred *Proficiency with office technology and software including Google Workspace, Microsoft Office Suite, and web based applications *Experience with CRM and calendar management is a plus *Bilingual a plus, but not required *Must be able to pass background check Skills and Attributes *Critical thinking capabilities and attention to detail *Professional demeanor and polished appearance *Business attire required *Exceptional client service abilities with a focus on empathy and problem-solving *Strong verbal and written communication skills *Ability to work independently and manage multiple priorities in a deadline-driven environment *Reliable, organized, and demonstrates strong initiative *Aptitude and willingness to learn and understand tax law services and identify client needs *Ability to maintain strict confidentiality regarding sensitive financial and legal matters *Show empathy and care to potential clients navigating stressful financial situations How to Apply: Interested in this job? Submit your resume using this form: https://carrtaxlaw.com/resume-form/ ***No recruiters or agencies please.***