Intake Specialist

Responsibilities

• Serve as the initial point of contact for in-office visitors and inbound calls
• Efficiently schedule and manage all client appointments and the attorney's calendar
• Complete and qualify all client intakes with accuracy
• Proactively seek Google reviews from clients to enhance firm visibility
• Maintain a reliable on-site presence starting at 8:00 a.m.
• Address challenges proactively with a solution-focused approach

Requirements

• 2–3 years of experience in legal intake
• Familiarity with estate planning, probate, or real estate law
• Exceptional communication and customer-first mindset
• Strong scheduling and calendar management skills
• Ability to work under a direct, high-standard leadership style
• High level of accountability and punctuality

Benefits

• Competitive salary starting at $45,000
• Short-term and long-term disability after 90 days
• Small life insurance benefit
• Mentorship from the firm's owner

About the Company

The Law Office of Aurelio Garza is a trusted legal partner in Edinburg, Texas, specializing in elder and estate law, including estate planning, probate, and real estate transactions.