Join Our Team: Legal Intake Coordinator / Receptionist – San Clemente

Are you someone who takes pride in delivering quality work and making a real difference?

Do you bring a positive, can-do attitude and genuinely enjoy helping clients navigate their most important legal matters?

If so, Ocean Estate Law wants to hear from you!

We’re currently seeking a full-time, in-person Legal Intake Coordinator / Receptionist to join our growing team in San Clemente. This position is available immediately and offers the opportunity to work in a supportive, client-focused environment.

Salary and Benefits:

Salary: $48,000 to $55,000 per year DOE

Compensation:

$48,000 to $55,000 yearly

Responsibilities:

The Legal Intake Coordinator Receptionist is a key player in our legal production team. In this role, you will be:

• Greet all potential and existing clients with a warm, friendly welcome
• Answering phones with a smile
• Scheduling consultations, client appointments, and referral partner meetings
• Calendaring any consultations, appointments, or referral partner meetings
• Scanning documents to the appropriate client electronic files
• Managing incoming and outgoing mail
• Maintaining a list of active referral sources
• Manage client contact and questions via phone and email
• Lead tracking and post consultation follow-up
• Building relationships and interacting with different types of personalities, even if they’re not at their best

Most importantly, it is an opportunity to be our ambassador of first impressions. You will play an integral role in creating memorable experiences for clients and everyone else who contacts our firm.

Qualifications:

Our ideal candidate will have:

• 3+ years of experience in office administration
• Notary Public is preferred
• Bachelor’s degree
• 1-2 years of reception and secretarial experience, preferably in a law office
• Excellent computer skills, including proficiency with Microsoft Word, Excel, PowerPoint, and the ability to learn and adapt to practice management systems
• Neat and professional appearance, appropriate for a law firm environment

In addition, qualified candidates will demonstrate the following skills and abilities:

• Dependable, self-starter who can work under minimal supervision
• Display a combination of being calm under pressure, empathy, respect, and maturity
• Positive energy and adaptable to change
• Organized and have exceptional attention to detail
• Excellent communication skills, both verbal and written
• Able to multitask, set priorities, and meet deadlines in a fast-paced office environment
• A hard-working, dedicated individual who will strive to contribute to the success of the firm
• We are growing, so you will be called upon to wear many hats. You need to be able to change gears quickly … with a smile
• Genuinely care about clients and want to deliver a top-notch experience
• Value doing it right the first time, proofread your work, and double-check details
• Eager to learn new tasks and computer systems
• You must be on time and available to work in the office Monday-Friday from 8:30 am - 5:00 pm.

About Company

Ocean Estate Law is a values-driven, trusted name in estate planning and trust administration across Orange County. Led by Jennifer Elliott, we’ve helped thousands of families plan, protect, and preserve their legacies—and earned the title of Best Law Firm three years in a row. We’re a fast-growing, mission-focused firm, obsessed with doing right by our clients and delivering work that truly makes a difference.

If you’re ready to bring your experience to a firm that cares about the work, the client, and the people behind both—we want to meet you.

Do Not Apply If…

• You do not meet the experience requirements; and
• You do not have a bachelor’s degree or a paralegal certificate.

Final Instructions

Skip the fluff. Submit your resume.

Only candidates with relevant experience will be considered. Only those selected for interviews will be contacted.