Benefits:
401(k)
401(k) matching
Dental insurance
Employee discounts
Flexible schedule
Free food & snacks
Free uniforms
Health insurance
Paid time off
Zoecklein Law is a growing Florida law firm focused on probate, estate planning, and trust and estate litigation. We are seeking a professional, organized, and client-focused Bilingual Receptionist & Intake Specialist to serve as a first point of contact for prospective and existing clients.
Position Summary:
The Bilingual Receptionist & Intake Specialist manages front desk operations while supporting the firm's client intake process. This position answers incoming calls, greets clients, schedules consultations, gathers prospective client information, conducts intake follow-up, and assists with general front office operations.
The ideal candidate is professional, dependable, comfortable speaking with prospective clients, and able to communicate clearly in both English and Spanish.
Key Responsibilities:
Reception & Front Office
Answer and direct incoming calls professionally and promptly.
Greet clients and visitors and provide a welcoming front office experience.
Schedule appointments and consultations and maintain accurate calendars.
Maintain a clean and organized reception area, lobby, conference rooms, and common areas.
Assist with light office upkeep and organization.
Assist with scanning, filing, document collection, and general administrative tasks.
Support attorneys and staff with front office coordination as needed.
Assist with de-escalating and appropriately routing client concerns.
Assist with light HR-related administrative tasks, including noting employee arrivals, late arrivals, and reported absences and communicating them to management.
Client Intake
Serve as a first point of contact for prospective clients by telephone, email, website inquiry, and other lead sources.
Gather accurate information regarding the prospective client's legal needs and enter information into the firm's intake system.
Conduct initial intake screening to identify the type of legal matter and determine appropriate next steps.
Schedule prospective clients for consultations with the appropriate attorney.
Explain the firm's consultation process, appointment requirements, and general next steps.
Conduct timely follow-up with prospective clients who have not yet scheduled or retained the firm.
Send consultation confirmations, intake forms, payment links, and other requested information.
Maintain accurate and detailed intake notes.
Assist with converting qualified prospective clients into scheduled consultations and new client engagements.
Follow firm intake scripts, procedures, and responsiveness standards.
Communicate professionally and compassionately with individuals dealing with probate, estate, guardianship, trust, and other sensitive legal matters.
Maintain strict confidentiality regarding prospective and existing client information.
Qualifications
Fluency in both English and Spanish required.
Prior receptionist, customer service, sales, or administrative experience preferred.
Law firm or legal intake experience preferred.
Strong telephone and interpersonal communication skills.
Comfortable speaking with prospective clients and conducting follow-up.
Professional phone etiquette and client-service mindset.
Strong organizational skills and attention to detail.
Ability to multitask in a fast-paced office environment.
Comfortable learning CRM, case management, telephone, and scheduling systems.
Dependable, punctual, professional, and able to work effectively as part of a team.
Work Schedule
Monday through Friday 8:30 AM to 5:00 PM
Equal Opportunity Statement
Zoecklein Law is an equal opportunity employer and complies with all applicable federal and state employment laws.
Employment Eligibility
Zoecklein Law participates in E-Verify.