Concierge/Intake Attorney

LocationNewport Beach, CA, United StatesPosted onOct 21, 2024Valid ThroughNov 20, 2024ProfileJob OverviewA law firm seeks a client-focused Concierge/Intake Attorney to join its team in Newport Beach, CA. This in-person position is central to handling new client intake, facilitating initial consultations, and managing case onboarding. The role requires excellent communication and interpersonal skills, with a collaborative, solution-oriented mindset. While knowledge of family law, probate, and trust/estate matters is preferred, comprehensive training will be provided for the right candidate.DutiesConduct telephone consultations with potential clients and address their initial legal concernsGather essential case information, identify key issues, and assess financial resourcesSet up new client profiles in the firm’s case management softwareCollaborate with team members to ensure proper case assignment and managementMaintain a solution-oriented approach, assisting clients from diverse backgroundsPerform additional tasks as assigned by managers or partnersRequirementsMinimum of 3 years of legal experienceStrong time management skills with the ability to multitask effectivelyExcellent written and verbal communication abilitiesHigh level of initiative and attention to detailDemonstrates emotional intelligence, empathy, and conflict-resolution skillsCommitment to superior client service and advocacyProficiency in MS Office applications including Word, Excel, and OutlookEducationJuris Doctor (JD) from an accredited law schoolCertificationsLicensed to practice law in California (required)SkillsStrong analytical and problem-solving abilitiesExcellent interpersonal and communication skills, with a focus on client engagementTeam-oriented with a collaborative approach to problem-solvingAbility to manage and prioritize multiple tasks effectivelyFamiliarity with family law, probate, and estate law is a plus but not requiredThis position offers a unique opportunity for a client-centric attorney to join a supportive and growth-focused legal team. If you're passionate about providing personalized legal guidance and eager to grow in a collaborative environment, we encourage you to apply.

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