Client Intake Specialist Virtual Assistant NEEDED (Experienced!)

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TYPE OF WORK

Full Time

WAGE / SALARY

$6/hour

HOURS PER WEEK

TBD

DATE UPDATED

May 20, 2026

JOB OVERVIEW

ORK FROM HOME for one of the Top Law Firms in Colorado. We are adding a Client Intake Specialist to our fast-growing Estate Planning Law Firm.

We give families peace of mind by dedicating our time to educate our clients through community outreach, including educational events. We are seeking a self-starter, who will be a trusted advisor to our clientele handling all inbound calls.

You will hit the ground running if you have previously sold a luxury brand service or have been in the financial services industry (insurance, real estate, etc).

Why Work with Us:

GREAT COMPENSATION : You will be given a competitive base rate plus performance bonuses. Paid time off and paid training. $6-$8 per hour based on experience.

STABILITY & GROWTH: Through the rise of our media outlets and our community driven approach we are on a fast growth trajectory. This is an opportunity to join a top rated team and work with the best as we expand into other states. We are looking for someone to join our team and grow personally and professionally with us!

LEADERSHIP OPPORTUNITY: This is a key role in our organization and we are looking for someone with leadership qualities who desires to develop skills for future advancement.

MISSION: Our firm’s mission is to educate, counsel and support our clients in conducting their life and legal affairs from a place of empowerment, and to assist them in the creation of their legal life planning from a place of consciousness, responsibility, peace of mind, and freedom.

VISION: Our firm envisions a world where lawyers are seen as counselors and trusted advisors who enhance the lives of their clients through holistic counseling and service.

We have the resources, structure and the ---------- w we just need that rock-star individual to come in and help raise the bar, through growth and development goals.

If you think you have what it takes, then apply today and let's start changing lives together!



Your job responsibilities include:

? Handle all inbound calls and inquiries timely and professionally.

? Ensuring the Firm’s Advice Attorney’s schedule is completely booked with paid consultations.

? Answering any non-legal questions for clients regarding filling out forms, sending documents to the Firm, and handling any other matter involving the pre-engagement relationship to the Firm.

Full time*: 30 hours a week or more


Your skills:

? Fluent in English

? Highly motivated and target driven with a proven track record closing sales or customer service

? Quality customer service skills

? BS/BA degree or equivalent

? Excellent communication and negotiation skills

? Prioritizing, time management and organizational skills

? Familiarity with customer relationship management systems and Microsoft Office Suite



Who We Are:

We are more than just attorneys...Our team is made up of parents with one goal in mind: give families the peace of mind they deserve when planning for the future. Our services have caught the attention of local and national news outlets, and have earned us Top Lawyer ---------- addition, we have our own podcast to empower, inspire and educate working moms!



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If this sounds like you, follow the steps below thoroughly, like your future depends on it, because this could be the dream job you've been looking for ...



1. Take the following test: ----------

2. Complete our job post form here: ----------



The opportunity for growth is here ... just show us your magic!

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