Overview
Client Intake & Administrative Coordinator Jobs in Charlotte, NC at Dozier Miller Law Group
Dozier Miller Law Group is seeking a professional, personable, and highly organized person to join our team. This position will serve as a primary point of contact for prospective clients, handling incoming inquiries, gathering initial case information, and ensuring potential clients are connected with the appropriate attorney.
In addition to intake responsibilities, this position provides administrative support to the firm as a whole. The ideal candidate is an excellent communicator who can make a positive first impression, gather information efficiently and accurately, exercise discretion, and comfortably shift between client-facing and administrative responsibilities.
Client Intake
- Serve as a primary point of contact for prospective clients contacting the firm.
- Answer incoming potential-client calls in a professional, friendly, and helpful manner.
- Gather and document relevant contact information and a clear initial summary of each prospective client’s legal matter.
- Run conflict checks, prepare new matter reports, and open new client files.
- Route prospective-client information to the appropriate attorneys or paralegals for follow-up.
- Help create a professional and welcoming experience for prospective clients from their first interaction with the firm.
- Maintain professionalism and discretion when handling confidential or sensitive information.
- Ensure initial consultation fees are clearly communicated, accurately collected, and promptly reported to paralegals and attorneys.
Administrative Support
- Provide backup coverage for the front desk during receptionist breaks, absences, and vacations.
- Assist with incoming and overflow telephone calls when the receptionist is unavailable or assisting another caller or visitor.
- Handle outgoing mail and packages and distribute incoming mail.
- Scan, organize, and close files; prepare and coordinate file transfers to off-site storage; and retrieve archived files as needed.
- Maintain office supplies and inventory, placing orders as needed.
- Help ensure copy machines and other shared office resources are properly stocked and functioning.
- Serve as a witness for estate document signings when needed.
- Provide additional administrative assistance as needed to keep the firm operating smoothly and efficiently.
Pay: $30,000.00 – $40,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Title: Client Intake & Administrative Coordinator
Company: Dozier Miller Law Group
Location: Charlotte, NC
Category:
