Job Description
Job Description
Job Description
Benefits:
- Training & development
- 401(k)
- 401(k) matching
- Free food & snacks
- Health insurance
- Paid time off
*Please read all the way to the end for special application and cover letter instructions*
Legal Intake Assistant Be the Warm, Friendly Voice of Our Law Firm
This is not your average law firm job postplease read to the end for specific instructions on how to apply (yes, it matters!).
Do you love talking to people? Do you thrive on creating positive experiences and keeping things organized? If youre nodding yes, keep reading
Monteforte Law, P.C. is looking for a Legal Intake Assistant to become the voice and first impression of our firm. This is a full-time, in-office position (40 hours/week) thats all about connecting with people, guiding them through our process, and making them feel seen, heard, and valued.
Were a growing estate planning and elder law firm that helps high-earning individuals, families, and business owners preserve what theyve worked so hard for. And we believe that happy clients come from a happy team.
This role is perfect for you if:
Youre a natural on the phoneyour voice exudes confidence and warmth.
You love helping people and making their day a little easier.
You have a background in customer service or sales and know how to sell value (in this case, us).
Youre organized and detail-obsessed, even when juggling multiple tasks.
You want a consistent, part-time schedule (with options!) and a team that
actually enjoys coming to work .
Your core responsibilities will include:
Answering and returning calls, and making potential clients feel heard and helped.
Scheduling consultations and managing our intake process with professionalism and empathy.
Explaining what we do and why were differentyour job is to secure that appointment!
Coordinating follow-ups and keeping track of client touchpoints.
Handling general administrative tasks (like scanning, mailing, keeping the office tidy and stocked).
Making sure our clients feel specialbecause they are. We send gifts, we call to check in, we go the extra mile.
Why youll love working here:
We offer a flexible, part-time schedule that fits your lifeno evenings, no weekends.
Our team lives by a no jerks rulewe support each other and genuinely enjoy our work.
Youll grow in confidence and skill while helping people navigate some of lifes most important decisions.
Were a boutique firm with a big heartand our culture reflects that.
Youll thrive in this role if you are:
Compassionate and emotionally intelligentwe deal with sensitive family matters.
Professional, punctual, and polished in your communication (phone, email, and in person).
A team player with just the right balance of independence and willingness to ask for help.
Excited to learn (even if youve never worked in law beforeestate planning experience is a bonus, not a must!).
Knowledge of estate planning and elder law is not a requirement but will be a bonus!
Please submit a cover letter with your resume, and tell us a little about yourself, your experience, and why you'd be a great fit.
Job Tags
Full time, Flexible hours, Afternoon shift,