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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in immigration law and client intake processes, with a strong focus on effective communication and lead management. Proficient in utilizing CRM systems and maintaining confidentiality while delivering exceptional client experiences.
Highest-signal resume keywords
Bilingual Proficiency in English and SpanishImmigration Law ExperienceCRM Systems ProficiencyClient Intake Process ManagementHigh Volume Outbound Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Immigration Application AssistanceLegal Documentation PreparationLead Management ProtocolsClient Information OrganizationAppointment Scheduling
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationAttention to DetailMultitasking AbilityProfessionalism
Tools & Technologies
CRM SystemsVoIP PlatformsEmail PlatformsCalendar Management Tools
Industry Keywords
Legal Environment ExperienceClient Facing RoleConfidentiality MaintenanceConsultation SchedulingLead Qualification
Tech Stack
Tools & technologiesVoIP
About the role
Key responsibilities & impact- Communicate with prospective clients regarding services, consultations, and next steps
- Follow all firm intake procedures and lead management protocols
- Gather, organize, and review client information for intake purposes
- Assist with immigration application preparation and related documentation
- Conduct follow up activities with leads to maximize consultation attendance and conversion opportunities
- Make approximately 60 or more outbound calls per day to prospective clients
- Enter, update, and maintain accurate lead information within the CRM
- Respond to and qualify incoming leads professionally and efficiently
- Schedule consultations and appointments for prospective clients
- Deliver a professional and positive experience throughout the client intake process
- Support the legal team with administrative intake related tasks as needed
- Coordinate appointment availability and maintain calendar accuracy
- Maintain confidentiality of sensitive client information
- Ensure all client interactions are documented appropriately
Requirements
What you’ll need- Bilingual proficiency in English and Spanish is required
- Immigration law experience is required
- Previous experience in a legal environment is strongly preferred
- Experience as an Intake Specialist, Legal Intake Specialist, Receptionist, Front Desk Representative, or similar client facing role is preferred
- Experience assisting with immigration applications and legal documentation is highly preferred
- Comfortable making and receiving a high volume of calls daily, with a primary focus on outbound communication
- Strong ability to follow established CRM processes and lead management procedures
- Excellent verbal and written communication skills
- Work Schedule: 9:00 AM - 6:00 PM. Monday through Friday
- Time Zone: CST
- Software and Tools: CRM systems, VoIP platforms, email platforms, calendar management tools
- Ability to multitask, prioritize responsibilities, and maintain attention to detail in a fast-paced environment
