Remote Estate Planning Coordinator with Intake Experience

Job Title: Estate Planning Coordinator (Intake Specialist)

Location: Remote (Maryland)

Compensation: \(50,000 - \)65,000 per year Bonus Opportunities

About Our Firm

We are a distinguished estate planning law firm dedicated to assisting individuals and families in securing their financial futures. We are currently seeking a proactive and detail-oriented Estate Planning Coordinator with intake experience to join our exceptional team. This pivotal role is instrumental in delivering a superior client intake experience and supporting our attorneys in providing outstanding legal services.

Company Culture And Values

We are committed to our core values, which include:

• Client Connection: Building meaningful relationships with our clients is at the heart of what we do.
• Inclusivity: We foster an environment that welcomes team members from diverse backgrounds, enhancing our ability to connect with a wide array of clients.
• Excellence: We strive to surpass client expectations and create memorable experiences in every interaction.
• Transparent Communication: We prioritize open dialogue among team members to maintain a positive and collaborative workplace.
• Community Reputation: We take pride in our reputation for delivering high-quality services and are steadfast in our commitment to uphold this in the community.
  
  

Key Responsibilities

• Serve as the welcoming first point of contact for prospective clients, ensuring a professional and friendly experience.
• Conduct initial intake calls to assess client needs and provide guidance on subsequent steps.
• Accurately schedule and confirm client consultations, maintaining efficiency and precision.
• Regularly update client records in our CRM system.
• Follow up with potential clients to enhance engagement and improve appointment retention rates.
• Manage estate planning cases by preparing all necessary documentation and information.
• Collaborate with attorneys and team members to refine intake and case coordination processes.
• Meet or exceed performance metrics related to appointment scheduling and client engagement.
  
  

Required Skills

• Exceptional communication and interpersonal skills.
• Detail-oriented with strong organizational capabilities.
• Proficiency in CRM systems and office productivity tools.
• Ability to multitask and operate efficiently in a dynamic environment.
• Self-motivated with a robust commitment to client service.
• Capability to follow structured instructions, procedures, and scripts.
  
  

Qualifications

• A people-oriented individual who enjoys engaging with and assisting clients.
• Results-driven mindset with a focus on achieving and surpassing appointment-setting targets.
• Prior experience in client intake, estate planning coordination, customer service, or administrative roles (legal experience preferred but not mandatory).
  
  

Career Growth Opportunities

We encourage continuous professional development and offer access to coaching and training programs that support skill enhancement and career advancement within the firm.

Compensation And Benefits

• Base Salary: \(50,000 - \)65,000 per year.
• Bonus Potential: Earn an additional $250 per week by:
• Scheduling and maintaining at least 16 video/office consultations for the current and following week.
• Achieving a minimum 75% engagement rate (with an 85% target for attorneys).
• Health Benefits: Comprehensive medical, dental, vision, and AFLAC options.
• Retirement Plans: IRA/Roth IRA plan with up to 3% matching, MD Saves Roth IRA plan.
• Additional Benefits: Life insurance, short-term and long-term disability (STD/LTD), AD&D.
• Student Loan Repayment Plan available.
• Paid Time Off (PTO): Earn 5 days of PTO annually, up to 20 total.
• Paid Holidays: Observance of federal holidays plus MLK Day, Juneteenth, the day after Thanksgiving, and Christmas.
• Professional Development: Access to coaching and training programs.
• Additional Perks: Free parking and access to an on-site gym.
  

Work Schedule

• Fully remote position.
• Monday to Friday, 8:30 AM - 5:30 PM with a 1-hour lunch break.
  
  

If you are passionate about helping others and are seeking a rewarding opportunity in a supportive and professional environment, we invite you to apply!

Employment Type: Full-Time