Intake Coordinator Jobs

About the Job

The Riley Firm is a boutique Family Law Firm, catering to professionals and business owners. Our firm is growing quickly and we are looking for full-time Intake Clerk.

Education

Administrative Assistant Certificate an asset

The Successful Candidate Will Have the Following Qualifications

• Sending new clients intake forms and Retainer Agreements;
• Enjoys interacting with the public and works well in a team environment
• Creating new client profiles in CLIO (our client management program);
• Sending out routine forms and correspondence to new clients;
• Handling client walk-ins;
• Performing a conflict search for all new clients;
• Assisting legal staff with client check-ins as requested;
• Looking for someone who is kind, compassionate and professional
• Connecting new clients with their legal team (law clerk and lawyer) via email;
• Creating electronic client files in OneDrive and saving PDF files into new client folders;
• Arranging Zoom meetings for clients and lawyers, as requested;
• Answering phone calls for our three offices (Kawartha Lakes, Ottawa and Toronto)
• Administrative tasks, such as paying invoices and corresponding with third-party vendors;
• Must be able to self-manage and be self-motivated;
• Scheduling initial consultations for clients via Zoom;
• Providing general information about firm to potential clients;
• Must have experience using Microsoft 365 (email, OneDrive, calendar), Word, Excel, and Zoom.
• Asking a series of intake questions prior to scheduling a consultation;

Job Types: Full-time, Permanent

Salary: From $40,000.00 per year

Benefits:

• Benefits after 3 months
• On-site parking
• Annual raises
• 2 weeks vacation
• Access to in-house Mindset Empowerment Coach

Schedule:

• Monday to Friday 9:00 – 5:00 p.m.

Work Location: In person (Lindsay office: 223 Kent St. W, Lindsay, ON)

Expected start date: 2023-09-15