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Client Intake & Front Desk Coordinator

WaveCrest Legal, P.A.

Client Intake & Front Desk Coordinator

Jacksonville Beach, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Opportunity for advancement

    Paid time off

    About the Role

    WaveCrest Legal, P.A. is looking for a personable and professional Client Intake & Front Desk Coordinator to serve as the first point of contact for potential and existing clients and the welcoming face of our Jacksonville Beach office. This role guides potential clients through the intake process and helps keep the day-to-day office organized and running smoothly.

    Responsibilities

    Greet and assist potential and existing clients in person, over the phone, and by email

    Manage client intake from first contact through post-consultation follow-up and, when the firm is hired, ensure a clean handoff to the appropriate team

    Schedule consultations and maintain attorney calendars

    Enter and maintain client information in the firm’s case management system

    Keep clear and complete notes and documentation of all communications

    Coordinate communication between clients, attorneys, and team members

    Handle incoming and outgoing mail and deliveries, including scanning and routing documents

    Maintain a welcoming and organized office environment, including monitoring and ordering office supplies

    Ensure confidentiality and comply with legal and ethical standards when handling sensitive information

    Requirements

    1-3 years of experience in a front desk, intake, client service, or professional office role; law firm experience is a plus, but not required

    Strong interpersonal and communication skills with a client-first attitude

    Highly organized with strong attention to detail and follow-through

    Comfortable learning and using technology, including case management and other office software

    Comfortable communicating and working with both in-office and remote team members

    Ability to manage multiple priorities in a fast-paced professional office

    Ability to handle sensitive information with discretion and confidentiality

    Reliable and punctual

    High school diploma required; associate's or bachelor's degree a plus

    About Us

    WaveCrest Legal, P.A. is a Jacksonville Beach law firm focused on estate planning, probate, trust administration, and related matters. We are a small, collaborative team of in-office and remote professionals who value communication, reliability, and taking pride in our work. Our approach is personal and client-focused, and every member of our team plays an important role in providing the professional, attentive experience our clients expect from WaveCrest Legal.

    *We do not offer health insurance at this time.