Remote Intake Specialist – Estate & Elder Law
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-07-28
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Customer Service/HelpDesk
Office Administrator/ Coordinator
NCPlanningisaclient-centeredlawfirmdedicatedtoestateplanning,elderlaw,guardianship,estateadministration,andbusinessplanning.
Weguidefamiliesandindividualsthroughpivotallifemomentswithclarity,compassion,andtrustedlegalsolutionsacross
North
Carolina.
Asourfirmgrows,we’reexcitedtowelcometwo
Intake
Specialiststoourteam(Fully Remote).Thepositionscheduleis Monday-Friday,8:30a.m.to5:30p.m.Eastern Time.
Asan Intake Specialist at NCPlanning,you’llbethefirstpointofcontactfornewclients—offering reassurance,listeningdeeplytotheirstories,andensuringtheyfeelsupportedfromtheirfirstinteraction.
Whether you’rehelpingsomeoneplanforthefutureorassistingafamilyinthemidstofloss,yourwarmthandexpertisewillsetthetonefortheirexperiencewithus.
Yourdayswillincludehandlinginboundcalls,emails,andonlineinquiries,thoughtfullyqualifyingleads,andcoordinatingappointmentsforestateplanningandestateadministrationservices.
UsingourCRM,you’llaccuratelycaptureclientinformationandguideeverypersontotherightsolution,ensuringnoonefallsthroughthecracks.
You’llmakeeveryinteractiononeofgenuinecareandprofessionalism.
Ifyouthriveinarolewhereempathy,attentiontodetail,andtechskillsmatter—andyou’reenergizedbymakingapositiveimpactforothers,weinviteyoutoapply.
JoinusatNCPlanningandhelpclientstaketheirnextstepswithconfidence.
Compensation:$18-$23/hour,plus performance-basedbonusopportunities.
Finalbasesalarywillbecommensuratewithexperience,role responsibilities,andthelocalmarketforyourlocation.
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