Client Intake Coordinator

Trusts & Estates Law Group of North Carolina Raleigh, NC | Onsite | Part-Time | $23-25/hour

Trusts & Estates Law Group of North Carolina is looking for a Part-Time Client Intake Coordinator to join our Raleigh office.

This is a great opportunity for someone with a background in sales, customer service, recruiting, call centers, healthcare, insurance, hospitality, or another client-facing role who enjoys being on the phone, connecting with people, and making sure nothing falls through the cracks.

You do not need legal experience. We will train you on our practice areas and processes. What matters most is that you are confident communicating with people, comfortable making outbound calls, organized, and committed to providing an excellent client experience.

You will be one of the first points of contact for people reaching out to our firm. Your day will include a mix of phone calls, client communication, scheduling, CRM management, and front-office responsibilities.

• Answer incoming calls and respond to prospective client inquiries.
• Make outbound calls and follow up with prospective clients.
• Build rapport and ask questions to understand why someone is contacting the firm.
• Enter and maintain lead and client information in our CRM.
• Schedule consultations and manage multiple attorney calendars
  .
• Coordinate appointment changes and resolve scheduling conflicts.
• Send questionnaires, confirmations, and other intake communications.
• Track leads and follow established follow-up procedures.
• Greet clients and visitors when they arrive at our Raleigh office.
• Work with attorneys and staff to transition qualified prospective clients into consultations and new clients.
• Handle client information with professionalism and confidentiality.

The ideal candidate is confident, personable, organized, and comfortable on the phone.

You should:

• Enjoy talking with people throughout the day.
• Be comfortable making outbound calls and following up consistently.
• Have strong customer service and communication skills.
• Be able to quickly build rapport with people you've never met.
• Be organized and able to manage multiple priorities at once.
• Be comfortable using technology and CRM systems.
• Have strong attention to detail.
• Be comfortable managing calendars and scheduling appointments.
• Be professional, warm, and empathetic when interacting with clients.
• Take ownership of your work and follow through.

Experience in sales, inside sales, customer service, recruiting, call centers, healthcare, insurance, financial services, hospitality, or other phone-heavy roles is highly valued.

This isn't a traditional receptionist position. You'll have an active role in client intake, relationship-building, sales, scheduling, and the overall client experience.

You’ll work directly with attorneys and staff and play an important role in helping prospective clients connect with the right people at our firm.

If you're someone who enjoys talking to people, solving problems, staying organized, and making a difference in someone's experience
, this could be a great fit.

• Part-time: Approximately 20 hours per week
• Pay: $23-25/hour
• Hours are scheduled within our office hours:
• Monday-Thursday: 8:30 AM-5:30 PM
• Friday: 8:30 AM-3:00 PM

We are a boutique law firm focused on estate planning, estate administration, and estate litigation
. Our team works with individuals and families on matters that are often deeply personal and important to their futures.