Crisp Recruit

Intake Specialist

Edinburg, TX · Full-time

Sponsorship not specified$60k-$90kDetected 20 days ago

LeadershipCommunicationMentoringAdaptability

About the role

Do you thrive in a fast-paced environment where attention to detail and first-class service are paramount?
Are you passionate about providing clients with exceptional experiences from the first point of contact?
Can you juggle multiple tasks with grace and precision, ensuring nothing slips through the cracks?

Appointment Coordination: Efficiently schedule and manage all client appointments, acting as a gatekeeper for the attorney's calendar.
Under the dedicated leadership of Aurelio Garza, our firm stands as a trusted legal partner throughout Texas.
By managing scheduling, intake processes, and referrals, the Intake Specialist contributes directly to the smooth operation and success of our practice, ultimately heightening client satisfaction and support.
Efficiently schedule and manage all client appointments, acting as a gatekeeper for the attorney's calendar.

Experience Requirement: 2-3 years in legal intake, preferably within estate planning, probate, elder law, or real estate.
If you are an organized, client-focused professional ready to make a significant impact in a dynamic legal environment, we invite you to apply for the Intake Specialist position.
Familiarity with estate planning, probate processes, and real estate law.

Exceptional communication and customer-first mindset, with a polished phone and in-person presence.
Organizational Ability: Strong scheduling, calendar management, and data capture skills.
Personal Traits: Highly reliable, punctual, adaptable to changing situations, and driven by a no-excuses mentality.
Industry Knowledge: Familiarity with estate planning, probate processes, and real estate law.
Proactive Mindset: Able to learn quickly and operate independently within 60-90 days.
Why you should work here:
Mentorship Opportunity: Work directly with Aurelio Garza, gaining insights and guidance from the firm's owner.
Growth Potential: Establish foundational systems and standards as the practice expands.
Strong scheduling, calendar management, and data capture skills.

Competitive salary range starting at $45,000 with potential for growth based on performance.

After 90 days, access to short-term and long-term disability, plus a small life insurance benefit (per the employee manual).
Reliable Front Desk Presence: Ensure dependable on-site coverage beginning at 8:00 a.m. to maintain high service standards.
Ensure dependable on-site coverage beginning at 8:00 a.m. to maintain high service standards.

You are thick-skinned, highly accountable, and comfortable working with a direct, high-standard leadership style (military-background expectations: punctuality, precision, and follow-through).
Join a team that emphasizes discipline, excellence, and client-first service.
Full-time, on-site role with dependable 8:00 a.m. to 5:00 p.m. schedule.
Be a part of our mission to provide outstanding service and legal solutions to our community.
What we're looking for:
At the Law Office of Aurelio Garza, we pride ourselves on offering more than just exceptional legal services.
Our mission is to safeguard the interests of our clients while empowering them to make informed decisions about their futures.
Through steadfast relationships and innovative legal strategies, we strive to provide peace of mind to every individual and family we serve.
The newly defined role of Intake Specialist is essential to our mission of providing unparalleled legal services and client experiences.

This listing is sourced directly from Crisp Recruit's careers page and normalized into a canonical job model.