Client Intake & Front Desk Coordinator
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.