Law Firm Intake Specialist

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an additional intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients' lives every day. If this sounds like a job you’d love, apply now!

$20 - $22 hourly

• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
• Manage new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Set appointments for potential clients that meet our criteria to keep our attorneys’ schedules organized and grow our caseload
• Answer incoming calls from existing clients and transfer them to the appropriate staff member or attorney, as available, or take a message and assign a task for a call back
• Conduct various tasks around the office, such as managing spreadsheets, writing emails, faxing and copying, scanning paper copies to files, etc., to make sure all processes run smoothly
• Other duties in and outside the Intake department as apparent or assigned to ensure the office runs smoothly

• Ability to work in person in the office in Winona, MN
• Firm knowledge of spreadsheets and data management, as well as computer skills
• Sales or customer service experience required
• Previous legal experience highly valued
• Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
• A high school diploma or equivalent is needed, while a bachelor’s degree is desired

Wagner Oehler, Ltd. is one of the premier law firms in southeastern Minnesota, concentrating on estate planning and administration, real estate title production, and small business law. We look for individuals with a strong sense of community, a focus on details, and a willingness to be part of a growing team. We offer competitive pay, benefits, and development opportunities.

We are limited to the following practice areas:

• Real estate and title examination
• Estate planning
• Estate Administration
• Farm succession planning
• Business law

Our mission is to provide empathetic advice from our skilled legal professionals who are dedicated to empowering clients to make strategic, informed decisions to achieve their desired outcomes.