Entry-level Intake Specialist

Profile

Entry-level Intake Specialist
The candidate will join Estate Planning and Probate law firm. Will be educating potential clients by phone and email. Following up with potential clients and clients. Scheduling consultations. Assisting clients. Calendar management. Preparing correspondence. Scanning, copying, filing and mailing office mail. Managing client information and organizing client files. Greeting clients. Orchestrating document signing meetings. After some training, drafting Estate Planning documents. Must have experience in Hospitality industry. Must be good with calendars, spreadsheets, and technology. Should have 1+ year of professional office experience. Maryland Notary Public is highly desired. Proficiency in Microsoft Word and Excel required.

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