Intake Office Coordinator

About the role

The Intake Office Coordinator is responsible for supporting the intake process for both new and existing clients at the firm. This individual values the importance of providing a red-carpet experience for our clients. In this role, the individual assists with coordinating communication between clients and multiple departments, handling client inquiries, and assisting or delegating requests from clients to the appropriate departments.

This candidate should have strong customer service and problem-solving skills, and be fluent in both English and Spanish.

• Greet and assist clients upon arrival.
• Conduct initial assessments and gather necessary information to assist clients.
• Verify client documentation by collecting  other necessary information.
• Take client fingerprints following the intake appointment.
• Submit fingerprints to FBI.
• Scan/upload fingerprints and authorization forms into the case management system in a timely manner.
• Scan client documents into case management system as necessary.
• Prepare intake folders to be used by Intake Specialists.
• Prepare and mail Welcome Kits to clients.
• Scan contracts into case management system following signatures.
• Answer and direct incoming calls to the appropriate department or team member.
• Confirm upcoming appointments for clients and reschedule as needed.
• Ensure client welcoming area is clean, organized, and replenished with appropriate snacks.
• Collect client payments and ensure all money handling safety procedures are followed.
• Responsible for ensuring customer satisfaction based on the key performance indicators (KPI’s) established by leadership.
• Complete inventory of office supplies, as needed.

• Must be bilingual in Spanish and English.
• 1-3 years’ experience in customer service preferred.
• High school diploma or equivalent experience.
• Possesses excellent bilingual (English and Spanish) interpersonal and communication skills, both verbal and written.
• Proficient in Microsoft Office Suite.
• Ruthless attention to detail.
• Excellent organizational skills.
• Ability to work independently and proactively.
• Ability to multitask and prioritize work.