Intake Coordinator

This role can operate out of any of the 3 office locations we have.

• Camarillo, CA
• Calabasas, CA
• San Juan Capistrano, CA

About the Organization

The Alvarez Firm provides high-caliber legal counsel with skill and integrity. We assist our clients with some of their most urgent and sensitive issues, such as estate planning, probate, and trust administration and litigation.

Company Culture

Our firm’s office culture is guided by our mission to deliver high-quality legal counsel with compassion for our clients. We are a motivated team grounded in traditional values, united by a shared commitment to excellence in our craft. We strive to foster a supportive environment that encourages continuous learning and professional growth.

About the Role

We are seeking an Intake Coordinator to join our team and help us develop and maintain our client intake and screening process. The Alvarez Firm is a growing mid-sized law firm with multiple offices in Southern California. In this role, you will be the first friendly face with whom our prospective clients speak with, so it is essential that you represent the mission and the ethics of the firm from the very first conversation. This candidate should be self-sufficient and diligent in managing and tracking a diverse set of tasks efficiently. This role reports directly to the Director of Operations.

Tasks include, but are not limited to:

• Receive and screen every inbound call and email from prospective clients.
•  Serve as point of contact from initial outreach through client retention.
• Draft, finalize, and mail out retainer agreements and follow up on getting them signed by the appropriate parties.
• Proofread, organize, file and maintain legal documents and client data and correspondence accurately.
• Special projects as may be requested by the President and the Director of Operations.

Education:

• Bachelor’s degree preferred.

Desired Skills/Experience:

• The ability to stay organized when managing a large caseload and coordinating with multiple teammates and supervisors.
• Familiarity with professional phone etiquette and email communication.
• Accuracy and attention to detail, especially with respect to proofreading documents and scheduling with the availability of multiple people.
• Strong interpersonal and relationship-building skills: the ability to maintain positive working relationships with colleagues and clients.
• Strong spelling and grammar and a clear command of the English language.
• High respect for client confidentiality, discretion, and professionalism.
• Prior experience in an administrative role is strongly preferred but not required. 
• Prior experience in a professional office setting is strongly preferred but not required.
• Proficiency with standard programs like Word, Excel, Outlook, etc. is strongly preferred.

Benefits Offered

• 401(k) Matching
• Health insurance
• Paid Sick Time
• Paid Vacation

Job Type: Full Time, 40 hours, Monday-Friday, 8:30 AM to 5:30 PM

Pay: $27.00-30.00 per hour dependent on experience.