CoreBridge Solutions · 2 days ago
Bilingual Legal Intake Specialist – Weekday Shift
United States
Full-time
Remote
Entry, Mid Level
2+ years expCoreBridge Solutions is at the forefront of the U.S. business services industry, specializing in legal support. They are hiring a Bilingual Legal Intake Specialist to conduct client intake interviews and manage the firm’s electronic filing system, ensuring effective communication and organization within the legal team.
Outsourcing/Offshoring
No H1B
Responsibilities
Conduct intake interviews with potential clients, collecting case details and necessary documentation
Serve as the first point of contact for potential clients, providing a welcoming and professional introduction to the firm
Assess the viability of new client inquiries to determine alignment with the firm’s expertise
Accurately input client data, case notes, and documentation into the firm’s case management system
Schedule consultations and follow up on client inquiries to ensure efficient communication
Educate potential clients about the firm’s services, ensuring they feel supported and valued
Maintain, organize, and manage all electronic client files, ensuring data is current, accurate, and properly stored
Implement and adhere to file retention policies, archiving and retrieving records as necessary
Ensure all documents are correctly uploaded, labeled, and accessible for team members
Work with other team members to ensure all client documentation is correctly filed and easily retrievable
Conduct regular audits of the electronic filing system to maintain consistency and data integrity
Support staff in accessing and using the electronic filing system as needed
Qualification
Required
2+ years of experience in client intake in the legal field, administrative support, or file management
Strong interpersonal and communication skills with the ability to handle sensitive client matters with professionalism and confidentiality
Proficiency with electronic filing systems and case management software
Excellent organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously
Ability to work independently and collaboratively in a team environment
Benefits
Performance-related bonuses celebrating significant milestones.
Fully remote work flexibility, allowing you to work from anywhere in Colombia.
Professional development opportunities in legal and administrative management.
Commitment to maintaining a healthy work-life balance with a 40-hour workweek.
Company
CoreBridge Solutions
CoreBridge Solutions, originally rooted in humble beginnings, has grown into a globally renowned leader celebrated for our innovative strategies, steadfast reliability, and deep-rooted understanding of our client's specific needs.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase