Intake Specialist

Now hiring for a Intake Specialist Location: Tucson, AZ Pay Rate: $18.00 – $23.00 per hour Schedule: 8am-5pm Monday-Friday Put in the Work, Reap the Rewards: Intake Specialists Wanted. Looking for Intake Specialist jobs in Tucson where your skills can make a real impact? This opportunity offers the chance to contribute to a growing team, develop your experience, and build a rewarding career in a professional work environment. The intake specialist serves as the first point of contact for potential and returning clients and is responsible for managing the entire intake process. Job Duties Serve as the first point of contact for prospective and existing clients. Respond promptly to client inquiries by phone and email. Conduct intake interviews and gather information related to estate planning, trust administration, probate, guardianship, and conservatorship matters. Create detailed intake notes for attorney review. Enter and maintain accurate client records within the Clio case management system. Perform conflict checks and create organized electronic client files. Schedule consultations and coordinate attorney calendars, conference rooms, and appointment confirmations. Send intake forms, questionnaires, and consultation information to clients. Monitor pending client matters and communicate updates with attorneys. Maintain strict confidentiality of sensitive client and case information. Provide front desk and reception support during lunch coverage and as needed Education Requirements High school diploma, GED, or equivalent required. Additional administrative, legal, or customer service training is a plus. Spanish-speaking ability is preferred but not required. Experience Requirements Minimum of 3 years of customer-facing phone, intake, call center, receptionist, or client service experience required. Previous experience in a professional environment requiring confidentiality and discretion. Legal office, law firm, estate planning, probate, or administrative experience preferred. Strong customer service and relationship-building skills. Excellent verbal and written communication abilities. Strong computer, data entry, and typing skills. High attention to detail with excellent organizational and multitasking abilities. Ability to pass a criminal background check. Physical Capabilities Ability to sit and work at a computer for extended periods. Ability to communicate effectively by phone, email, and in person. Ability to manage multiple tasks and priorities in a fast-paced office environment. Ability to provide front desk coverage as needed. Benefits Competitive Weekly Pay Comprehensive Benefits including medical, dental, and vision coverage. Life Insurance and Disability Insurance for added peace of mind. Optional 401(k) Plan to help you prepare for the future. Opportunities for Growth through a variety of assignments with leading employers. Marvin’s Take? Fast and Straightforward “They get you on the job fast.” – Marvin, Staffmark Associate What You Will Do As a Intake Specialist you will perform responsibilities that support the daily operations of your assigned employer while following established procedures, quality standards, and workplace safety requirements. Duties may include operating equipment, working with customers, handling materials, preparing documentation, supporting administrative activities, using technology, collaborating with team members, or completing other responsibilities appropriate to the position. Successful Intake Specialist professionals demonstrate adaptability, professionalism, attention to detail, and a commitment to producing quality work while contributing to organizational success. Initial client contact: Respond promptly to inquiries from potential clients and existing clients via phone and/or email. This job is mostly phone-based work. Information gathering: Conduct initial interviews to gather relevant information regarding clients’ needs (trust administration, probate, estate planning, guardianship, and conservatorship, etc.) and create concise intake notes for attorney review. Data Entry: Accurately input client information into Clio, the Firm’s practice management database, and save documentation provided to Clio. Perform conflict checks. Create and organize electronic client files. Scheduling: Review attorney calendars and schedule initial consultations with attorneys. Coordinate schedules with conference room and Firm calendars and send appointment confirmation. Documentation: Send clients the Fleming & Curti questionnaire form and information about what they can anticipate in the initial consultation. Tracks pending cases: Monitors pending client cases on a regular basis and works closely with attorneys to manage status. Confidentiality: All sensitive client information must be handled with the utmost confidentiality and in accordance with legal requirements. This position will provide front-desk coverage on a daily basis during lunch and as needed. The Intake Specialist is responsible for performing assigned duties that support the efficient operation of an organization. This role requires dependability, adaptability, and a commitment to producing quality work while maintaining professional standards. Successful Intake Specialist professionals communicate effectively, solve problems, and contribute positively to workplace culture while supporting organizational objectives. This career is ideal for individuals who enjoy learning, growing, and making meaningful contributions. #J-18808-Ljbffr Staffmark