Intake Specialist

Job description:

Position: Intake Specialist for a Fast-Growing Law Firm

Location

The Sucato Law Group

707 Broadway

Bayonne, NJ 07002

On-Site position

Monday through Friday - 9:00 am to 5:30 pm

Compensation: $22 - $30 per hour, plus quarterly merit-based bonuses

About Us

We are a fast-growing law firm specializing in estate planning and estate administration in Bayonne, NJ. Our mission is to provide compassionate, professional, and comprehensive legal services to clients navigating the complexities of estate matters. We value integrity, client focus, and teamwork, and we hold ourselves to high standards. We are seeking a driven Intake Specialist to be the welcoming face and first point of contact for our clients, and to play a direct role in the firm's growth.

Job Description

As the Intake Specialist, you will shape our clients' experience and the firm's success from the very first interaction. You will own the front end of our client pipeline: managing leads, following up with prospective clients, and organizing the calendar to maximize revenue. You will provide a warm, professional, and empathetic introduction to our firm, so that potential clients feel supported and understood. This role suits a motivated, results-oriented professional who takes pride in excellence, wants measurable impact, and is ready to grow with an expanding firm.

Key Responsibilities

• Own the response to incoming leads, calls, emails, and online inquiries from prospective clients, engaging each one in a timely, courteous, and professional manner.
• Communicate the value of our services with confidence, converting inquiries into scheduled consultations. Prioritize high-value cases on the calendar and refer low-value cases to other firms.
• Manage and optimize the attorney calendar to maximize revenue and make the best use of the team's time.
• Prepare, print, and organize large document sets, including estate planning binders and deeds, with precision and attention to detail.
• Handle inbound and outbound mail.
• Manage the phones and greet walk-in clients, setting the standard for the firm's first impression.

Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• At least 1 year of previous experience in a law firm, especially in estate planning or estate administration.
• A track record of strong performance, such as meeting or exceeding goals, earning recognition, or taking on increased responsibility, is highly valued.
• Exceptional communication and interpersonal skills, with a strong client service orientation and the ability to persuade and build trust.
• Ability to handle sensitive information with discretion and professionalism.
• Strong organizational skills and exceptional attention to detail.
• Proficiency with computers and legal case management software.
• Ability to multitask and manage priorities in a fast-paced environment.
• A passing score on an online assessment.

Benefits and Growth Opportunities

• Ability to grow with the firm as it expands
• Quarterly merit-based bonuses that reward your performance
• Health Insurance
• Dental Insurance
• 401k
• Opportunities for professional development, growth, and mentorship
• Paid federal holidays
• Paid PTO
• Paid sick time
• Supportive, collaborative team environment
• Firm social outings, coffee, a stocked fridge, and snacks
• Brand new equipment and a recently renovated office space

How to Apply

If you are passionate about helping clients during important moments in their lives, hold yourself to a high standard, and want to be a valued member of a collaborative legal team, we encourage you to apply directly through the job board posting.

Applicants must be willing to complete an online assessment as part of the application process. The link is in the application. This assessment must be completed and passed before an interview is scheduled.

Assessment Link: Sales and Intake Specialist Assessment

Applicants must be willing to undergo a background check.

We look forward to hearing from you!