Legal Receptionist

Legal Receptionist

Our rapidly growing Estate Planning and Probate law firm is seeking a full-time receptionist to work weekdays Monday-Friday at our Rochester headquarters.

• Flexible schedule
• Opportunity for advancement
• Training & development

• Energetic, welcoming, positive, and professional on the phone.
• Confident, can reassure callers they called the right place, guide them toward solutions.
• Perform under pressure, remain calm.
• Good listening and typing skills.
• Accurately manage a calendar.
• Coachable and able to follow instructions and a repeatable process.
• Sense of urgency, reliable, driven, takes pride in quality work.

• Someone who has no experience on the phone.
• Someone who cannot follow instructions.
• Someone who cannot follow a process.
• Someone that cannot work unsupervised or as a team player.
• Someone with a bad attitude who just shows up to go through the motions.
• Someone who is timid with no confidence while talking on the phone.
• Someone who does not show up on time.

• Evaluate new callers and analyze their case fit based on our law firm’s criteria.
• Set appointments for new callers that meet our criteria to keep our lawyers’ schedules organized so we can grow our caseload.
• Manage office correspondence and administrative tasks such as:
  • answering phone calls
  • responding to emails
  • calling to confirm appointments with potential and current clients
  • reminding the team of upcoming deadlines
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently in our CRM.
• Receive clients into the office, seat them, and make them feel comfortable.
• Receive and record client payments.
• Assist attorneys and paralegals with the creation of various Estate Planning and Probate documents.
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.

• Must have experience working with customers on the phone.
• Prior intake, customer service, sales, or call center experience is preferred.
• Must have experience with Microsoft Office products.
• Proficiency with Gmail, Google Calendar, and Quickbooks is preferred.
• Must have outstanding communication skills.
• Must have keen attention to detail.
• Must be able to follow instructions.
• Must be able to follow a process.
• Must be hard working.
• Must be reliable with the ability to show up on time every day.
• Must have a thick skin to deal with difficult callers.
• Must be coachable and able to receive constructive criticism.
• High school diploma or equivalent required;
  Bachelor’s degree or Paralegal certification from an ABA approved program is preferred.
• CRM and case management software experience a plus.
• Solid data entry, spreadsheet management, and computer skills.

Job Type: Full-time

Schedule:

Monday to Friday

Supplemental pay types:
Bonus pay

Work Location:

In person