Melone Hatley, P.C. Is Hiring An Intake Specialist - Bilingual

Discover an exciting opportunity to join a rapidly expanding law firm dedicated to family and estate planning with a reputation for compassionate service and professional growth. 🚀

Company Overview

Melone Hatley, P.C. is a growing family and estate planning law firm with offices across Virginia, Florida, South Carolina, and Texas. Named one of the 500 fastest-growing law firms in the United States and recognized by Super Lawyers, we pride ourselves on delivering high-quality legal services with a compassionate approach. We foster a workplace culture rooted in transparency, integrity, and open communication. Our mission is to be the premier firm for individuals seeking to protect what matters most — their families, finances, and future.

Join our team and be part of a company that prioritizes people, purpose, and passion as we redefine family and estate law. 🌟

Position Overview

We are seeking a highly organized and proactive bilingual (English/Spanish) Intake Specialist to join our dynamic team. In this role, you will manage a variety of administrative tasks including client intake, phone management, and supporting daily operations. The ideal candidate will excel in communication, attention to detail, and maintaining smooth office workflows in a fast-paced environment.

Key Responsibilities

• Phone Management: Answer, direct incoming calls, handle follow-up calls, and support client inquiries 📞
• Appointment Coordination: Schedule and organize appointments for clients and attorneys 📅
• Correspondence Management: Draft and distribute emails, memos, letters, and relevant documents 📝
• Database Maintenance: Keep contact lists and client information updated and accessible 📂
• Filing Systems: Manage physical and digital filing for efficient document organization 🗄️
• Policy Compliance: Follow office policies, procedures, and assist with routine report preparation ✔️
• Client Support: Act as a primary point of contact for clients, visitors, and callers, delivering exceptional customer service 🤝
• Team Collaboration: Work closely with senior management to handle requests and resolve administrative issues 💼

Qualifications and Skills

• Bilingual in English and Spanish, required.
• Strong written and verbal communication skills.
• Excellent organizational abilities and multitasking skills.
• Meticulous attention to detail and problem-solving aptitude.
• Proficiency with office equipment, MS Teams, Outlook, Word, Excel, CRM, and practice management software (Clio and HubSpot preferred).
• Outstanding time management skills with the ability to prioritize effectively.
• Previous experience as an Administrative Assistant, Receptionist, or Secretary is a plus.
• High school diploma or equivalent, required.

Benefits

• 🌟 100% Employer-Paid Medical Benefits for Employees and Dependents
• Dental, Vision, and Life Insurance 🦷👓🩺
• 401(k) Matching
• Paid Time Off and Holiday Pay 🎉

Work Environment

• 🔹 Full-time position (8-hour shifts)
• 🔹 Monday through Friday, with rotating Saturday shifts
• 🔹 Remote work setting

Join Our Team! 🎉

If you are a motivated, detail-oriented individual who thrives in a fast-paced, team-oriented environment, we encourage you to apply. At Melone Hatley, P.C., you will have opportunities for professional growth and meaningful impact. We are proud to be an equal opportunity employer.