Professional Estate Planning and Administration Coordinator

2 days ago

Baguio City, Cordillera, Philippines beBeeReception Full time ₱750,000 - ₱1,000,000

Seeking a Reception and Intake Specialist to support a boutique law firm specializing in estate planning, administration, and elder law. As the first point of contact for clients and prospects, this role acts as a critical bridge between the firm and the community.

The ideal candidate will possess 2+ years of experience in the BPO industry, with a proven track record of working night shifts and demonstrating a learning mindset, compassion, patience, and reliability.

Key Responsibilities
  • Client Support: Manage client requests, inquiries, and needs; respond to emails; resolve issues; provide copies of documents; update CRM. The goal is to handle 90% of matters independently, with no more than 10% delegated.
  • Respond to Messages: Respond to incoming messages via the general email inbox within 1 business day.
  • New Client Intake: 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. Follow up within 24 hours of CRM review.
  • Inbound Calls: Answer ~25 inbound calls per day; build caring and patient rapport with clients aged 55+.
  • Outbound Calls: ~25 outbound calls per day to schedule/confirm appointments and follow up with leads. Completion metric: 100% of outbound calls scheduled for the day are completed; up to two days per month may be excused.
Benefits & Perks
  • Work from Home: Enjoy the flexibility of working remotely.
  • Time Off: Receive 10 days paid time off annually.
  • Holidays: Celebrate 14 paid US holidays each year.
  • Bonus: Receive a 13th-month bonus.

This opportunity offers a chance to work with a reputable law firm, supporting its mission to help people create plans for their lives. If you are a motivated and compassionate individual seeking a challenging yet rewarding role, we encourage you to apply.

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