Intake Coordinator / Receptionist / Administrative Assistant This is an IN-PERSON position at our office in Tarzana, CA. You MUST currently live within 10-15 miles of the office. This is not a remote work position. We’re looking for a receptionist/intake coordinator / administrative assistant to call our firm “home.” Every day we come to work and make a difference in the lives of our clients. But to help more people, we need more help. We are an established, fast-paced Tarzana boutique estate planning and elder law firm seeking a full-time team member to answer phones, be our intake coordinator, and serve as an administrative assistant with a variety of firm projects. We are looking for someone who is empathetic, organized, and has exceptional communication skills (both verbal and written). Having integrity, focusing on clients first, being detail-oriented, being accountable, and having a growth mindset is invaluable to the position. You must be willing to learn, ask questions, and be a perfectionist in your work, but not be uptight as a person. If you love being a part of a team and supporting others and can work independently, have a solid emotional IQ and sense of humor, you’ll fit right into our firm culture. Responsibilities: • Answering the phones and responding to email inquiries by following a script in a friendly and helpful way • Collecting essential information from potential clients • Data entry • Maintaining databases • Maintaining supply inventories • Troubleshooting computers, printers, fax machines, scanners, shredders and other office equipment • Calling for maintenance and repairs of various office equipment as needed • Processing the mail and documenting what is received in our office daily • Communicating with potential clients and clients when we receive documents • Photocopying, scanning, and sending faxes • Assisting in administrative tasks related to operations, client support, and marketing • Supporting our team members Qualifications: • Desire and ability to learn enough about estate planning and elder law to be able to effectively and efficiently handle the intakes • Computer savvy in MAC platforms • Accurate and fast typist (minimum 65 wpm) • Ability to show empathy, patience, care, and support over the phone and in emails • Experience as a receptionist/intake coordinator / administrative assistant • Working knowledge of MS Office and office equipment such as photocopier, scanner etc. • Good communicator, written and oral • Understanding and respect for confidentiality and policies • Excellent organizational skills • Great attention to detail • Ability to work in a fast-paced environment • Customer service experience is a plus • Reliable transportation and resides locally Compensation: $20 - $25 hourly

• Answering the phones and responding to email inquiries by following a script in a friendly and helpful way • Collecting essential information from potential clients • Data entry • Maintaining databases • Maintaining supply inventories • Troubleshooting computers, printers, fax machines, scanners, shredders and other office equipment • Calling for maintenance and repairs of various office equipment as needed • Processing the mail and documenting what is received in our office daily • Communicating with potential clients and clients when we receive documents • Photocopying, scanning, and sending faxes • Assisting in administrative tasks related to operations, client support, and marketing • Supporting our team members