Legal Intake Specialist

Intake Specialist – Estate Planning and Financial Services

We are seeking a highly organized and client-focused Intake Specialist to support a U.S.-based estate-planning and financial-planning practice. The ideal candidate will have experience communicating with prospective clients, managing intake workflows, maintaining CRM records, and handling sensitive legal and financial information professionally.

Key Responsibilities
Respond promptly and professionally to prospective and existing clients.
Conduct initial intake calls and gather relevant personal, legal, and financial information.
Schedule consultations and follow up with prospective clients.
Maintain accurate client records, notes, documents, and follow-up tasks in the firm’s CRM.
Assist with onboarding, engagement documents, and coordination between the financial-planning and legal teams.
Track leads and matters through each stage of the intake process.
Communicate complex information clearly, warmly, and professionally.
Protect client confidentiality and handle sensitive information with discretion.

Preferred Qualifications
Candidates should possess one or more of the following:
Estate-planning intake experience;
At least three years of financial-services experience;
Experience working with a U.S.-based financial-services company;
Strong knowledge of financial terminology;
Paralegal or legal-assistant experience;
A Philippine Juris Doctor degree; or
Strong CRM, client-communication, and relationship-management skills.
Additional Requirements
Excellent written and spoken English;
Strong attention to detail and follow-through;
Ability to manage multiple leads, deadlines, and client communications;
Professional, empathetic, and confident telephone manner;
Proficiency with cloud-based systems and willingness to learn new legal and financial-planning software;
Reliable internet connection and a suitable remote-work environment; and
Availability during designated U.S. business hours.

Position: Remote
Employment Type: [Part-Time/Full-Time]
Work Schedule: [Insert schedule and time zone]
Compensation: Commensurate with experience and qualifications.