Legal Intake Specialist

Description

Do you have a gift for making people feel heard, cared for, and confident from the very first conversation?

Polaris Estate Planning & Elder Law is hiring a Legal Intake Specialist for our Creve Coeur office . This is a frontline client experience role where you are the first point of contact. Polaris is a mission-driven law firm that helps families protect what matters most before a crisis happens.

For many people who contact our firm, that first call comes during an uncertain or emotional season of life. They may be worried about aging parents, long-term care costs, probate, or how to protect their family and assets. Your job is to help them feel welcomed, understood, and guided toward the right next step.

If you are warm, organized, professional, and great with people, this could be an excellent fit.

About the Role

This is an in-office position. As our Legal Intake Specialist , you will be the first point of contact for prospective clients . You will answer calls, respond to inquiries, gather important information, schedule consultations, and help ensure every prospective client has a smooth and positive experience from the very beginning.

The right person for this role is not just friendly. They are also:

• Emotionally intelligent
• Highly organized
• Confident on the phone
• Detail-oriented
• Calm under pressure
• Dependable with follow-up
• Committed to excellent service

You will play a key role in helping our firm create trust from the very first interaction.

What We Offer

• Paid holidays
• Generous PTO
• Health insurance
• Employer-matched 401(k)
• Supportive, team-oriented culture
• Opportunities for professional growth
• Meaningful work that makes a real difference

Responsibilities

• Serve as the first point of contact for prospective clients by phone and other inbound inquiries
• Ability and acumen to be on the phone all day and make lots of outbound calls per day
• Speak with prospective clients in a warm, professional, and empathetic manner
• Gather key information and enter it accurately into the firm's systems
• Help identify the appropriate next step based on the prospective client's needs and the firm's process
• Schedule consultations accurately with the appropriate team member
• Confirm appointments and help prospective clients feel prepared for their consultation
• Keep intake records, notes, and follow-up tasks organized and up to date
• Communicate clearly and professionally with prospective clients and internal team members
• Help create a polished, consistent, high-quality client experience that reflects the Polaris brand

Qualifications

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