Legal Intake Specialist

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 • 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: • Customer service, intake, hospitality, reception, scheduling, sales support, or other client-facing experience preferred • Excellent verbal and written communication skills • Strong phone skills with high volume • Self-starter and works well independently • Personal pace is quick by nature • Strong phone presence and the ability to build trust quickly • Close attention to detail and strong organizational skills • Comfortable using CRM systems, scheduling tools, and Microsoft Office • Able to manage multiple responsibilities in a fast-paced environment • Strong follow-through and personal accountability • Legal experience is a plus, but not required • High school diploma required; college degree preferred Who Will Thrive Here This role is a strong fit for someone who: • Genuinely enjoys helping people • Polished and professional, but also warm and approachable • Can balance empathy with structure • Can type fast and take notes while on the phone • Is not afraid to be on the phone all day, as this position is an operator • Someone who has previous experience in phone sales or high-volume customer service • Likes keeping things organized and moving forward • Takes pride in doing things the right way • Wants to be part of a mission-driven, rapidly growing firm Compensation: $45,000 - $50,000 yearly

• Serve as the first point of contact for prospective clients by phone and other inbound inquiries • 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

Compensation:
$45,000-$50,000 per year