Intake and Client Success Specialist - Remote | WFH - Get It Recruit - Real Estate
Honolulu, HI 96801
About the Job
Position: Legal Intake and Client Success Specialist (Part-time)
Hours: 15-20 hours per week (with potential for increased hours as the firm expands)
Experience: Minimum 1 year of Sales and/or Legal Intake Experience
Shift: Regular Business Hours (Pacific Time Zone Preferred)
Weekly Schedule: Monday to Friday
Ability to commute/relocate: Not Required
Work Location: Remote
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Join Our Team as a Legal Intake and Client Success Superstar!
We're an entrepreneurial real estate and commercial law firm committed to empowering our clients and fostering their peace of mind. At the company, we pride ourselves on providing expert guidance with empathy and humility, ensuring our clients feel supported through life's twists and turns.
As we continue our journey of rapid growth, we're seeking an experienced legal administrative assistant and client intake coordinator to join our team on a part-time basis, with the potential to transition to full-time as our firm expands.
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Primary Responsibilities:
- Engaging with clients
- Screening potential clients
- Scheduling appointments
- Collecting and managing data
- Coordinating follow-ups
- Managing referrals
- Facilitating client communications
- Maintaining records
- Providing exceptional customer service
- Collaborating with team members
- Contributing to process improvement efforts
- Generating reports
- Documenting procedures and processes
---
Secondary Responsibilities:
- Managing client relationships
- Resolving client issues
- Facilitating client retention and growth
- Assisting with client orientations
- Coordinating communication between clients and staff
- Preparing engagement agreements
- Managing invoicing
- Tracking and following up on payments
---
Key Traits and Qualifications:
- Self-starter with excellent time management skills
- Genuine passion for improving people's lives
- Strong interpersonal skills and active listening abilities
- Exceptional organizational skills
- Ability to adapt to change while maintaining focus on routine tasks
- Proficient in phone etiquette and communication
- Meticulous attention to detail, especially with scheduling
- Proficiency in calendar management, email, spreadsheets, word processing, and CRM systems
- Flexible and adaptable with shifting priorities
- Compassionate approach to handling challenging situations
- Continuous learner committed to personal and professional growth
---
Necessary Qualifications:
- Minimum one year of experience in retail or professional sales (legal services, financial services, real estate)
- Proficiency in Zoom, Microsoft Office, calendaring platforms (e.g., Google Calendar), Slack, CRM systems, and ClickUp
---
Preferred Qualifications:
- Experience in law firm client intake, real estate transaction coordination, escrow, or similar professional services intake roles
---
At the company, we're dedicated to fostering growth and development in our team members. While we value potential, we require a candidate with experience in guiding clients from intake to file closure independently. The ability to document processes and tasks for review is essential, as is the willingness to take initiative and work autonomously.
---
Interested in Joining Our Team?
Please submit your resume and cover letter in PDF format to careers@[companydomain].com. We eagerly anticipate reviewing your application and exploring the opportunity to work together.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Hours: 15-20 hours per week (with potential for increased hours as the firm expands)
Experience: Minimum 1 year of Sales and/or Legal Intake Experience
Shift: Regular Business Hours (Pacific Time Zone Preferred)
Weekly Schedule: Monday to Friday
Ability to commute/relocate: Not Required
Work Location: Remote
---
Join Our Team as a Legal Intake and Client Success Superstar!
We're an entrepreneurial real estate and commercial law firm committed to empowering our clients and fostering their peace of mind. At the company, we pride ourselves on providing expert guidance with empathy and humility, ensuring our clients feel supported through life's twists and turns.
As we continue our journey of rapid growth, we're seeking an experienced legal administrative assistant and client intake coordinator to join our team on a part-time basis, with the potential to transition to full-time as our firm expands.
---
Primary Responsibilities:
- Engaging with clients
- Screening potential clients
- Scheduling appointments
- Collecting and managing data
- Coordinating follow-ups
- Managing referrals
- Facilitating client communications
- Maintaining records
- Providing exceptional customer service
- Collaborating with team members
- Contributing to process improvement efforts
- Generating reports
- Documenting procedures and processes
---
Secondary Responsibilities:
- Managing client relationships
- Resolving client issues
- Facilitating client retention and growth
- Assisting with client orientations
- Coordinating communication between clients and staff
- Preparing engagement agreements
- Managing invoicing
- Tracking and following up on payments
---
Key Traits and Qualifications:
- Self-starter with excellent time management skills
- Genuine passion for improving people's lives
- Strong interpersonal skills and active listening abilities
- Exceptional organizational skills
- Ability to adapt to change while maintaining focus on routine tasks
- Proficient in phone etiquette and communication
- Meticulous attention to detail, especially with scheduling
- Proficiency in calendar management, email, spreadsheets, word processing, and CRM systems
- Flexible and adaptable with shifting priorities
- Compassionate approach to handling challenging situations
- Continuous learner committed to personal and professional growth
---
Necessary Qualifications:
- Minimum one year of experience in retail or professional sales (legal services, financial services, real estate)
- Proficiency in Zoom, Microsoft Office, calendaring platforms (e.g., Google Calendar), Slack, CRM systems, and ClickUp
---
Preferred Qualifications:
- Experience in law firm client intake, real estate transaction coordination, escrow, or similar professional services intake roles
---
At the company, we're dedicated to fostering growth and development in our team members. While we value potential, we require a candidate with experience in guiding clients from intake to file closure independently. The ability to document processes and tasks for review is essential, as is the willingness to take initiative and work autonomously.
---
Interested in Joining Our Team?
Please submit your resume and cover letter in PDF format to careers@[companydomain].com. We eagerly anticipate reviewing your application and exploring the opportunity to work together.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Source : Get It Recruit - Real Estate