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Part Time Remote Intake Specialist Jobs in Florida

BAY AREA LEGAL SERVICES INC

Screener

Ybor City, FL · Remote

Description Intake Screeners are the initial telephone point of contact for all new clients of Bay ... These part-time roles are 60% remote (3 days per week remote) after successful completion of new ...

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Part Time Remote Intake Specialist information

What is a part time remote intake specialist?

A Part Time Remote Intake Specialist is a professional who works part-time hours from a remote location, typically handling the initial communication and information gathering process for clients or patients. Their main responsibilities include collecting personal and case information, verifying documentation, scheduling appointments, and ensuring that all necessary details are accurately entered into company systems. This role is common in healthcare, legal, and customer service industries, and requires strong communication, organizational, and computer skills. Working remotely allows for flexibility, but it also requires self-motivation and discipline to manage tasks efficiently. Part time positions usually involve working a set number of hours per week, which can be ideal for those seeking work-life balance.

What are the key skills and qualifications needed to thrive as a part time remote intake specialist, and why are they important?

To thrive as a Part Time Remote Intake Specialist, you need strong organizational skills, attention to detail, and experience in data entry or customer service, often supported by a high school diploma or equivalent. Familiarity with CRM platforms, secure data management systems, and telecommunication tools is typically required. Excellent verbal and written communication, active listening, and empathy are essential soft skills for effectively gathering information and supporting clients remotely. These skills ensure accurate client intake, efficient workflow, and a positive experience in a virtual environment.

How does a part time remote intake specialist typically collaborate with other team members while working remotely?

As a Part Time Remote Intake Specialist, you will regularly communicate and collaborate with case managers, administrative staff, and other specialists through digital platforms such as email, chat, and virtual meetings. Effective teamwork is essential for ensuring client information is accurately documented and promptly routed to the appropriate departments. You may participate in scheduled check-ins or team huddles to discuss case updates, clarify procedures, and share best practices. Building strong communication skills and maintaining responsiveness are key to thriving in this remote, collaborative environment.

What are the most commonly searched types of Remote Intake Specialist jobs in Florida?

The most popular types of Remote Intake Specialist jobs in Florida are:

What cities in Florida are hiring for Part Time Remote Intake Specialist jobs?

Cities in Florida with the most Part Time Remote Intake Specialist job openings:

Part Time Remote Intake Specialist jobs near you
Infographic showing various Part Time Remote Intake Specialist job openings in Florida as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution.

Wealth Education Specialist

All Financial Freedom

Palm Beach, FL • On-site, Remote

$75K - $80K/yr

Part-time

Re-posted 27 days ago

Job description

Position Overview

We are seeking a Wealth Education Specialist to support a financial services organization serving a high-net-worth, relationship-driven client base in market. This role focuses on delivering structured financial education, supporting long-term wealth planning discussions, and maintaining a discreet, professional client experience aligned with private-office standards.

This position is designed for individuals with a refined professional presence, strong communication skills, and an appreciation for confidentiality and long-term relationship management. Prior experience in financial services is not required; comprehensive training and licensing support are provided for qualified candidates.

This role operates in a remote or hybrid capacity while supporting clients in and around Palm Beach, Florida.

Key Responsibilities
  • Deliver structured financial education to individuals and families through scheduled virtual and select in-person meetings
  • Communicate financial concepts related to wealth preservation, income planning, and legacy strategies with clarity and professionalism
  • Support clients through a standardized, needs-based education framework designed for long-term planning
  • Maintain accurate documentation while adhering to strict confidentiality and compliance standards
  • Coordinate with internal teams to ensure a seamless, white-glove client experience
  • Uphold ethical standards, compliance requirements, and professional conduct at all times
  • Participate in advanced training and ongoing professional development
Required Qualifications
  • Bachelor's degree preferred or equivalent professional experience
  • Exceptional verbal and written communication skills
  • Professional demeanor with high emotional intelligence
  • Strong attention to detail and discretion
  • Ability to work independently in a structured remote or hybrid environment
  • Willingness and ability to obtain required state licensing (training provided)
  • Successful completion of a background check
Compensation & Benefits
  • Performance-based compensation structure
  • Flexible work environment with remote and hybrid options
  • Licensing assistance and structured onboarding
  • Access to advanced training and professional development
  • Opportunity to work with a sophisticated, legacy-focused client base
  • Supportive, professional, and growth-oriented corporate culture
Career Path

This role offers a defined pathway into senior private-client education roles, advanced planning support positions, or leadership opportunities for high-performing professionals.

Qualified candidates interested in private-client financial education and long-term relationship work are encouraged to apply.

Employment Type: PART_TIME

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