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Job Description:
Job Duck is seeking a detail‑oriented Estate Planning Intake Specialist to support a well‑established estate planning practice serving high‑end trusts and estates. In this role, you will act as the first point of contact for prospective and existing clients, managing initial inquiries and guiding them through the intake process with professionalism and care. You will collect accurate client information, schedule consultations, and ensure a seamless handoff to internal legal and administrative teams. This position plays a key role in maintaining organized and up‑to‑date records within the CRM while following up with prospective clients to support engagement and conversion. A successful Intake Specialist delivers a polished, client‑focused experience while handling sensitive and confidential information with discretion.
• Salary Range: from $1,150USD to $1,220 USD
Responsibilities include, but are not limited to:
Maintain accurate client data in CRM and intake systems, including notes, documents, and communication history.
Manage and respond to leads through phone, email, chat, and CRM platforms, following established drip schedules.
Requirements:
Additional Job Description:
• Work Schedule: Monday to Friday, 8:30 AM to 5:30 PM EST
• Location: Remote, aligned with Washington EST time zone
• Practice Area: Estate Planning, Trusts, and Probate
• Equipment: Reliable computer, high‑speed internet, and professional remote work setup
Required Software and Tools:
• CRM: Lawmatics
• VOIP: DialPad
• Microsoft Excel
Required Skills:
• Strong attention to detail
• High level of reliability and accountability
• Experience handling confidential information
• Excellent written and verbal communication skills
• Tech‑savvy with the ability to learn new systems quickly
• Proficiency in Microsoft Excel and data entry
• Time management and organizational skills
• Experience with financial assets documentation
• Ability to work independently in a remote environment
• Customer Service
• Active Listening
• Data Entry
• Telephone Customer Service
• Time Management
Work Shift:
8:30 AM - 5:30 PM [EST][EDT] (United States of America)
Languages:
English
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
