Estate Planning and Administration Coordinator

6 days ago


Sorsogon, Bicol, Philippines beBeeAdministrative Full time $8,000 - $10,000
Reception and Intake Specialist

The Reception and Intake role is a critical position in our organization, serving as the first point of contact for clients, prospects, and others in the community.

  • Manage requests, inquiries, and support of client and prospect needs; respond to emails; resolve issues; provide copies of documents; update CRM. Trained to handle 90% of matters independently.
  • Respond to incoming messages via the general email inbox within 1 business day.
  • Gather information via phone and complete the intake form; calls will be inbound/outbound. Follow up with prospective clients via email and notify next steps; schedule non-attorney meetings or refer to another firm.
  • Answer ~25 inbound calls per day; build caring and patient rapport with clients aged 55+.
  • ~25 outbound calls per day to schedule/confirm appointments and follow up with leads.
Ideal Candidate:
  • 2 years of experience in the BPO industry
  • 2 years of working night shifts
  • Demonstrates learning mindset, compassion, patience, and reliability
Work Environment:

We offer a fully remote work environment, providing flexibility and work-life balance.

About Us:

We specialize in estate planning, estate administration, and elder law. Our team works closely with attorneys and provides high-quality virtual assistance.



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