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Intake Specialist

Position:

Support Services

FLSA Classification:

Non-Exempt

Reports To:

Intake Manager

Overview of Position:

An Intake Specialist is the first point of contact for potential clients. They must be professional, respectful and compassionate in obtaining basic information about the applicant and their legal problem quickly and efficiently to determine if the applicant is eligible. A Receptionist/Intake Screener must provide high-quality information, screening of potential clients, meaningful referrals and scheduling of appointments. 

Specific Duties and Responsibilities:

  • Maintains Compliance Information for Audit by Fund Sources
  • Attends and records minutes of all office staff meetings
  • Prepares monthly Manager’s Reports 
  • Litigation Support:
    • Provides legal secretarial support to assigned advocates
    • Prepares case pleadings and case correspondence
    • Contact clients, agencies, and others
    • Prepares legal forms; mails legal documents
    • Arranges for service of process; schedules clients and other appointments
    • performs other assigned legal secretarial duties. 
  • General Secretarial Duties:
    • Prepares correspondence and other documents, typing, photocopying, translating, setting appointments and meeting and interviewing clients to obtain case information as directed
    • Stamps and distribute mail to staff
    • Provides back-up support for the Intake/ Receptionist:
      • Receives and greets visitors; answers the telephone and re-directs calls and takes messages; provides general referrals to other agencies and organizations 
  • Screens Applicants for Client Eligibility by Telephone:
    • Interviews potential clients by telephone to determine eligibility
    • Enters data into the Case Management System 
  • Cash Receipts Custodian:
    • Maintains the cash receipts log including client donations
  • Maintains Branch Office Forms Files:
    • Responsible for keeping the office’s filing cabinets adequately stocked with current program administrative and legal forms. 
  • Supplies, Storage Room and Postage Meter: 
    • Checks supplies on hand, prepares office supply orders quarterly
    • Tracks receipt of ordered supplies
    • Maintains the branch office storage room in a neat and orderly condition
    • Checks the Postage Meter for sufficiency of postage and notifies the Bookkeeper when the meter is down to two weeks or about $300.00
  • Private Attorney Involvement (PAI) Activities as instructed 
  • Other Duties as Assigned:
    • Other related duties may be assigned or required by the Practice Group Director, Attorney, Paralegals. 

Desired Education and Experience:

  • College graduate or equivalent preferred
  • Secretarial course work beyond high school preferred
  • Prior customer service experience
  • Fluency in the Spanish language – speaking, reading and writing
  • Strong communication skills, excellent writing, research, organizational skills, self-motivated and able to multitask 
  • A minimum of one year of office experience
  • Typing accuracy of 50 wpm
  • Perform multiple tasks simultaneously
  • Access to highspeed internet connection for remote work
  • Ability to keep up with high number of files with attention to detail
  • Experience working on a case managing system, preferred but not required
  • Computer literate with an ability to use a variety of software programs, including Microsoft applications, e.g. Teams, Word, Outlook, Excel, etc. 
  • Ability to operate standard office equipment, e.g. copiers, faxes, telephone equipment, etc. 
  • Ability to work with minimal supervision

Benefits & Compensation:

$23.00 – $29.00 Hourly

How to Apply:

Please use this link to apply via Microsoft Forms: https://forms.office.com/r/z6wKXj7aCk 

The recognition of our common humanity is the first step in fostering a diverse environment. The sum of our unique differences is greater than our individual parts. Our unique stories and experiences allow us to better solve the challenges that our community faces. Staff approach professional relationships with humility across the spectrum of diversity, including race, ethnicity, gender identity, sexual orientation, socio-economic status, immigrant status, religious identity, physical and mental disabilities, and/or limited English proficiency with a willingness to consider unique perspectives. Inland Counties Legal Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.