Receptionist and Intake Specialist

Receptionist & Intake Specialist – Be the Frontline of Power and Precision

[Please read the entire job advertisement for explanation and instructions]

WHO WE ARE

We are California Business Formations — a business law firm built for entrepreneurs and investors who want to protect their empire and scale with certainty. We specialize in Asset Protection, Entity Structuring, and Strategic Risk Elimination.

We don’t do slow. We don’t do average. We operate with speed, precision, and an obsession with delivering exceptional results. Every call, every email, every interaction is an opportunity to demonstrate excellence. That’s where YOU come in.

WHO YOU ARE

You are the rockstar Receptionist & Intake Specialist we’ve been waiting for.

You're not just a friendly voice on the phone — you’re the first commander of the client experience. You own first impressions like a pro and execute with flawless attention to detail, warmth, and clarity. You know how to make people feel seen and valued while maintaining tight control of process and follow-through.

You want your work to mean something. You take pride in systems, process, communication, and driving things forward — not just answering phones.

WHAT YOU’LL DO

Reception & Client Communication

• Be the warm, confident, and professional voice that greets every caller and visitor
• Answer, screen, and direct phone calls with clarity and energy
• Schedule client consultations and manage the master calendar
• Coordinate with our legal team to prepare for client meetings
• Ensure no lead is left behind — follow up until every loop is closed

Client Intake & Onboarding

• Guide prospective clients through our intake process with confidence and care
• Collect and enter client information with 100% accuracy
• Ask the right questions, set the right tone, and establish immediate trust
• Work with urgency while staying composed and precise

Office Management & Supply Coordination

• Maintain front office appearance, cleanliness, and supply inventory
• Order and restock essential office materials proactively
• Support internal operations so the team functions at maximum capacity

WHAT YOU BRING

• 2+ years in a receptionist, intake, administrative, or client services role (legal or professional services highly preferred)
• Elite communication skills – both written and verbal
• Comfort in selling paid consultations on the phone (essential for this position)
• Relentless follow-through and the ability to own tasks from start to finish
• Flawless attention to detail and comfort managing multiple priorities at once
• A natural people-person who can earn trust fast and keep it
• Proficiency in Microsoft Office, calendar management tools, and CRMs
• A proactive attitude — when something needs doing, you’re on it before being asked

WHAT YOU GET

• A mission-driven workplace that empowers bold action and personal growth
• Training and mentorship to master your role and grow into more
• A high-performance team that sees you, values you, and pushes you to win
• Competitive pay, bonuses and benefits
• A chance to help entrepreneurs protect their businesses and families

READY TO STEP INTO GREATNESS?

If you're not afraid of high standards, if you want to be part of a team that plays to win every single day, and you're ready to build a real career...

This position is open NOW. If you’re reading this, we’re still hiring. Don’t wait. But we won't be hiring for long as we want to fill this position quickly.

BENEFITS

• Paid Holidays
• PTO (Personal Time Off)
• Retirement Plan (once eligible)
• Competitive Bonus Opportunities

Compensation

• $23.00 - $27.00/hour, based on qualifications and experience
• Full-time