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 visitorAnswer, screen, and direct phone calls with clarity and energySchedule client consultations and manage the master calendarCoordinate with our legal team to prepare for client meetingsEnsure no lead is left behind — follow up until every loop is closedClient Intake & Onboarding
Guide prospective clients through our intake process with confidence and careCollect and enter client information with 100% accuracyAsk the right questions, set the right tone, and establish immediate trustWork with urgency while staying composed and preciseOffice Management & Supply Coordination
Maintain front office appearance, cleanliness, and supply inventoryOrder and restock essential office materials proactivelySupport 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 verbalComfort in selling paid consultations on the phone (essential for this position)Relentless follow-through and the ability to own tasks from start to finishFlawless attention to detail and comfort managing multiple priorities at onceA natural people-person who can earn trust fast and keep itProficiency in Microsoft Office, calendar management tools, and CRMsA 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 growthTraining and mentorship to master your role and grow into moreA high-performance team that sees you, values you, and pushes you to winCompetitive pay, bonuses and benefitsA 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 HolidaysPTO (Personal Time Off)Retirement Plan (once eligible)Competitive Bonus Opportunities
Compensation
$23.00 - $27.00/hour, based on qualifications and experienceFull-timeCompany DescriptionWe are a boutique law firm with a passion for serving our local business owners!Company DescriptionWe are a boutique law firm with a passion for serving our local business owners! Read Less