Intake Specialist
The Intake Specialist at the Law Office of Aurelio Garza serves as the initial point of contact for clients, ensuring a welcoming and professional experience from the outset. This role is integral to the firm's commitment to providing exceptional legal services in elder and estate law, including estate planning, probate, and real estate transactions. Located in Edinburg, Texas, the firm has built a reputation over nearly two decades for its integrity, professionalism, and client-centered approach.
Key responsibilities include managing client interactions by greeting in-office visitors and answering inbound calls with empathy and professionalism. The specialist efficiently schedules and manages all client appointments, acting as the gatekeeper for the attorney’s calendar. Additionally, the role involves completing and qualifying client intakes, aligning them with the firm's practice areas, and referring non-fits appropriately. Proactively seeking client reviews to enhance the firm's visibility and reputation is also a crucial aspect of the position.
The ideal candidate possesses 2–3 years of experience in legal intake, preferably within estate planning, probate, elder law, or real estate. Exceptional communication skills and a customer-first mindset are essential, along with strong organizational abilities in scheduling and data management. The role requires a highly reliable and punctual individual who is adaptable to changing situations and driven by a no-excuses mentality. Familiarity with estate planning, probate processes, and real estate law is advantageous, and the ability to learn quickly and operate independently within 60–90 days is expected.
This position offers the opportunity to work directly with Aurelio Garza, gaining mentorship and insights from the firm's owner. The role is impactful, allowing the specialist to shape client experiences and maintain the firm’s reputation for excellence. As the practice expands, there is potential for growth and the establishment of foundational systems and standards. The firm fosters a values-driven culture, emphasizing integrity, professionalism, and client-centered service.