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The Matian Firm Apc - Dallas, TX
posted 2 months ago
About the position
The Bilingual Front Desk/Receptionist (Intake) at The Matian Firm, APC is a key role focused on providing exceptional support to the Client Intake Specialist Department. This position serves as the first point of contact for prospective clients, screening leads and gathering essential case details to assist the firm in determining case retention. The ideal candidate will be organized, detail-oriented, and possess strong interpersonal skills, with the flexibility to work weekends as needed.
Responsibilities
- Answer calls, take and deliver messages, and assist the team with general inquiries.
- Coordinate meetings and manage calendar for the General Manager.
- Book travel arrangements such as flights, transportation, lodging, etc.
- Assist in monitoring performance of the Intake department.
- Prepare and track weekly, monthly, and quarterly reports.
- Create/format information for internal and external communication - memos, emails, presentations, reports.
- Take meeting minutes.
- Create forms/documents/checklists for the Intake department.
- Create reports via Excel or Google Sheets using spreadsheets/formulas, pivot tables, and data management.
- Make copies, scan documents, and enter notes in CLIO (CRM).
- Ensure the department has necessary supplies and resources for daily operations.
- Assist in monitoring/managing Firm Text Campaign.
- Provide other general support to Management as assigned.
Requirements
- Bilingual (English/Spanish) is required.
- 1-3 years of executive administration experience.
- High level proficiency in MS Office (MS Excel, MS PowerPoint, MS Word).
- Working proficiency with spreadsheets and formulas required.
- Case Management/CRM software experience is a major plus.
- Resourceful and motivated to solve issues as they arise.
- Customer service and sales attitude.
Benefits
- Health insurance
- Dental insurance
- Paid time off
- Vision insurance
- Opportunities for advancement
