V104- Elder Law Intake Specialist

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! Job Description: At Job Duck, we are looking for a compassionate, professional, and highly organized Intake Specialist to serve as the first point of contact for prospective and existing clients of a growing elder law and estate planning practice. In this role, you will play a critical part in creating a positive client experience by handling inbound calls, scheduling consultations, coordinating client appointments, and supporting important legal processes. The ideal candidate is personable, patient, and service-oriented, with the ability to build trust and rapport, particularly with older adults and their families. Success in this position requires strong communication skills, attention to detail, and the ability to recognize client needs while helping guide potential clients through the intake process. If you enjoy helping people, thrive in a client-facing environment, and have a talent for turning conversations into opportunities, this could be the perfect role for you. •Compensation Range: 1150 USD to 1220 USD Responsibilities include, but are not limited to: Deliver an exceptional client experience through professional and compassionate communication Manage and update the firm's calendar through MyCase Schedule consultation meetings for attorneys Maintain accurate records of client interactions and appointments Follow up with prospective clients to schedule consultations Identify potential clients based on intake conversations and legal needs Conduct follow up calls regarding signings and closings Take accurate and detailed messages Answer inbound phone calls from prospective and existing clients Transfer calls to the appropriate team members Share information, resources, and relevant links with prospects and clients Contact existing clients to schedule signings• Schedule closing appointments Requirements: •Practice Area: Elder Law and Estate Planning • Required Software/Tools: MyCase, VOIPX, Google Workspace •2-3 years of experience with Legal intake •Familiarity with estate planning and elder law terminology including Wills, Trusts, Powers of Attorney, Asset Protection, Probate, Medicaid, Long Term Care, and Health Care Proxies, is preferred. •Appointment scheduling experience •Client relationship management experience •Sales or consultation conversion experience •Ability to handle confidential information professionally •Comfort communicating with older adults and their families Skills: •Excellent verbal and written communication skills •Professional phone etiquette •Customer service excellence •Strong interpersonal skills •Ability to build rapport with clients and prospects •Empathy and patience when communicating with older adults •Strong organizational skills •Attention to detail •Problem solving skills •Professional and pleasant demeanor •Ability to identify potential client needs •Ability to convert inquiries into scheduled consultations • Strong follow through • Ability to recognize situations requiring urgent assistance or clarification • Clear and professional communication with minimal accent Work Shift: 9:00 AM - 6:00 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.