This position is responsible for answering/screening incoming calls and greeting clients in a professional manner.   

PRIMARY RESPONSIBILITIES:

• Answer incoming phone calls
• Follow screening protocols
• Forward all intake calls from new or potential clients to the intake personnel
• Take messages as necessary and email or create tasks to the proper party
• Assists with call-in seminar registrations
• Greet/check in and announce all clients/visitors
• Work with new client/matter files using core systems and processes, which currently include Decision Vault, Lawmatics, SharePoint, Clio, and paper forms
• Close client files using a templated process
• Witness document signings and notarize documents 

ADDITIONAL RESPONSIBILITIES:

• Ensure the lobby is clean and business cards/marketing materials are stocked
• Support intake personnel as necessary
• Clean and stock the conference room
• Assist with a variety of administrative tasks, including copying, faxing, and scanning
• Take payments from clients
• Receive client documents delivered to the firm
• Other duties in and outside the Intake department as apparent or assigned to ensure the office runs smoothly

• Excellent oral and written communication skills
• Excellent Professionalism
• Interpersonal skills
• Organization, planning, time management, and computer literacy
• Candidate must be able to work as a team member
• Candidate must be able to pass a criminal background check

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.