Intake Specialist

Overview

AARP’s Legal Counsel for the Elderly champions the dignity and rights of vulnerable Washington, D.C. seniors 60-plus, providing free legal and social work services to those in need — empowering, defending, protecting, and helping thousands of clients each year in many areas of civil law.

The Intake Specialist performs a broad range of administrative support for one or more attorneys. Performs intake for potential clients and supports attorneys with client communications and investigative work such as gathering evidence, searching records and documents, and/or contacting potential clients and witnesses to gather information. Organizes and maintains case files. Creates and transcribes records of highly sensitive/confidential meetings and conversations and prepares correspondence and legal papers.

Arranges appointments and maintains calendars, schedules, and files. Organizes and supports community outreach activities.

Responsibilities

• Schedules appointments, depositions, and meetings and maintains attorneys’ files and calendars; makes travel arrangements and prepares and submits expense reports and other financial documents for payment as requested.
• Assists in the onboarding process for new hires, volunteers, and/or interns, including organizing orientation programs; training in office policies, procedures, and technologies; and addressing employee, intern, and volunteer queries regarding office management and facility management issues.
• Prepares, edits, cite checks, and formats correspondence, memoranda, pleadings, briefs, and other legal documents. Retrieves and files legal documents with the courts in person or using the Case Management/Electronic Case Files (CM/ECF) system as requested.
• Organizes and maintains litigation, amicus and other case files, runs case reports, tracks court deadlines, and updates the progress of the case using law practice management software. Communicates with outside counsel to refer and monitor status of co-counseled and/or pro bono cases.
• Provides legal assistance to clients, including conducting intakes and assisting with client interviews. Performs investigative work, records searching, and/or contacting clients, witnesses, and government agencies to gather information.
• Organizes trainings, community outreaches, and legal clinics under the direction and supervision of the attorney- supervisor and helps create presentation decks and relevant materials.
• Participates as a member of practice area team and on cross-organizational working groups to develop innovative approaches to enhance service delivery for organization’s clients.

Qualifications

• High School Diploma plus a minimum of 2 years of relevant training and experience related to the duties of the position.
• Effective organizational and multi-tasking skills and the ability to adhere to established intake procedures and guidelines.
• Sensitivity to the low-income older adult population and their legal and social needs.
• Ability to navigate through complex, sensitive, and confidential issues.
• Ability to speak Spanish and paralegal training preferred.
• District Public Notary a plus.
• Additional Requirements
• Regular and reliable job attendance
• Effective verbal and written communication skills
• Exhibit respect and understanding of others to maintain professional relationships
• In office/open office environment with the ability to work effectively surrounded by moderate noise
• Ability to occasionally lift up to 25 pounds
• AARP will not sponsor an employment visa for this position at this time.
• Hybrid Work Environment
• AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.

Responsibilities

• Schedules appointments, depositions, and meetings and maintains attorneys’ files and calendars; makes travel arrangements and prepares and submits expense reports and other financial documents for payment as requested.
• Assists in the onboarding process for new hires, volunteers, and/or interns, including organizing orientation programs; training in office policies, procedures, and technologies; and addressing employee, intern, and volunteer queries regarding office management and facility management issues.
• Prepares, edits, cite checks, and formats correspondence, memoranda, pleadings, briefs, and other legal documents. Retrieves and files legal documents with the courts in person or using the Case Management/Electronic Case Files (CM/ECF) system as requested.
• Organizes and maintains litigation, amicus and other case files, runs case reports, tracks court deadlines, and updates the progress of the case using law practice management software. Communicates with outside counsel to refer and monitor status of co-counseled and/or pro bono cases.
• Provides legal assistance to clients, including conducting intakes and assisting with client interviews. Performs investigative work, records searching, and/or contacting clients, witnesses, and government agencies to gather information.
• Organizes trainings, community outreaches, and legal clinics under the direction and supervision of the attorney- supervisor and helps create presentation decks and relevant materials.
• Participates as a member of practice area team and on cross-organizational working groups to develop innovative approaches to enhance service delivery for organization’s clients.

Qualifications

• High School Diploma plus a minimum of 2 years of relevant training and experience related to the duties of the position.
• Effective organizational and multi-tasking skills and the ability to adhere to established intake procedures and guidelines.
• Sensitivity to the low-income older adult population and their legal and social needs.
• Ability to navigate through complex, sensitive, and confidential issues.
• Ability to speak Spanish and paralegal training preferred.
• District Public Notary a plus.
• Additional Requirements
• Regular and reliable job attendance
• Effective verbal and written communication skills
• Exhibit respect and understanding of others to maintain professional relationships
• In office/open office environment with the ability to work effectively surrounded by moderate noise
• Ability to occasionally lift up to 25 pounds
• AARP will not sponsor an employment visa for this position at this time.
• Hybrid Work Environment