Intake Specialist

Note: ONLY APPLICATIONS SUBMITTED THROUGH THE APPLICATION FORM WILL BE ENTERTAINED.

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Yang Law Offices is a boutique law firm headquartered in the City of Monterey Park specializing in Family Law, Estate Planning, Civil /Business Litigation and & IP law. We value our company culture where we collaborate and work together to bring the best possible legal service for our clients. Our team motto is "We Handle Our Clients' Case As If It Was Our Own Case!" We believe that happy employees will bring excellent service to our clients so we value work & life balance. Compassion and communication are essential to our team as well.

Job Description
The Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that can help determine whether a case should be retained. This position must be staffed by an individual who is has a strong business sense and works well with people. The successful candidate for this role is someone with strong sales experience and a desire to grow within the legal industry.

Duties:
Screen telephone calls and scheduling attorney-client consultations
Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
Immediately contact every potential client and establish relationship with client.
Update logs and reporting systems to reflect status of all potential new clients.
Conduct potential new client interviews with genuine empathy and compassion.
Schedule appointments for potential clients
Take accurate notes during the attorney-client initial consultation.
Collaborate with our attorneys to complete the initial consultation process.
Assist attorneys with administrative tasks related to opening new cases and maintaining databases.
Follow instructions from the Intake Manage and perform accordingly.

Minimum Requirements:
2 years of Sales Experience, preferably in law firm or professional services environment
1 year of Microsoft Office Suite Experience – Outlook, Word, Excel, and PowerPoint
Preferred Experience/Skills:
Customer Service Experience
Bilingual in Chinese/Mandarin
Law Firm Experience
Experience working with Clio Grow or other CRM’s
Computer Savvy
Ability to work independently as well as a part of a cohesive team; willing to go above and beyond – always looking to improve process, efficiency, and support to business
Impeccable interpersonal acumen – able to interface at ease with all colleagues and clients respectfully and professionally
Excellent attention to detail
Excellent written and verbal communication skills, even under pressure and when navigating ambiguity and challenge
Ability to thrive in a fast-paced, ever changing, colleague/customer-centric environment.

Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Visual capacity and digital dexterity to operate a computer and other standard office equipment.
Make fine visual distinctions reading and proofreading written documents and viewing information on a computer screen.
Yang Law Offices is an equal Opportunity Employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status or disability status
We are an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Women-led organization
Inclusive of minority and disadvantaged groups
Age-inclusive