V104- Elder Law Intake Specialist
About The Position
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.
Requirements
- Practice Area: Elder Law and Estate Planning
- Required Software/Tools: MyCase, VOIPX, Google Workspace
- 2-3 years of experience with Legal intake
- 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
- 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
Nice To Haves
- 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
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
