Estate & Trust Intake Coordinator (Hybrid)

A boutique trust and estate planning firm is seeking an Intake Coordinator to lead client engagement and administrative workflows. The ideal candidate will manage client intake processes, maintain records, and ensure confidential communication. Responsibilities include conducting consultations, tracking metrics, and coordinating internal teams. Candidates with legal intake experience and proficiency in Clio and Microsoft Office are preferred. The role offers competitive compensation, benefits, and hybrid work options. #J-18808-Ljbffr