Receptionist — Intake Coordinator

Job overview

The Receptionist — Intake Coordinator role is in person in Rancho Santa Margarita, CA, Monday through Friday from 8:30 a.m. to 5:00 p.m.; compensation is $24–$26 per hour plus benefits. Ocean Estate Law is an estate planning and trust administration firm serving individuals and families throughout California.

What you'll do

• Book consultations and manage client intake
• gather information and prepare clients and internal staff for appointments
• manage attorney and firm email and calendars
• confirm appointments
• maintain payment logs and files
• process mail
• open client matters in MyCase
• and welcome clients and maintain the office.

What we're looking for

Skills & competencies

receptionist

intake coordinator

legal administration

client intake

consultation scheduling

calendar management

estate planning

rancho santa margarita ca

ocean estate law

$24–$26/hr

monday–friday 8:30 a.m.–5:00 p.m.

occasional location coverage

Work arrangement

• Weekend coverage required

Benefits & perks

• Benefits are mentioned, but specific benefits are not detailed in the posting.

Why this role

The role may occasionally cover the firm’s San Clemente or Laguna Hills locations. A current Notary Public Commission is preferred.

About the employer

Ocean Estate Law, P.C. is hiring for this role. Industry: Offices of Lawyers. Sector: 54.