Client Intake Assistant

MOVE Your Business is proud to represent Geraci LLP, a nationally recognized law firm dedicated to serving private lenders across the United States. Geraci LLP provides legal services at every stage of the lending process—from drafting customized loan documentation to ensuring compliance with complex regulatory requirements and mitigating risk. With deep industry expertise, the firm advises clients on entity formation, licensing, litigation, documentation, and evolving regulatory challenges. Geraci LLPs client-first approach is strategic, consistent, and tailored to meet the unique needs of every private lender.

On behalf of Geraci LLP, we are seeking Client Intake Assistant to join their growing team remotely. In this role, you are responsible for managing the initial stages of the client journey. This role ensures that new client information is accurately captured, verified, and organized before being passed to the appropriate legal or operational team.

Key Responsibilities:

• Client Intake & Onboarding:
  • Process new client intake requests and ensure all required information is collected.
  • Review submitted forms and documentation for completeness and accuracy.
  • Communicate with prospective and new clients to obtain missing details or documents.
  • Enter and maintain client data in the firm’s CRM or intake management system.
  • Ensure all intake records are organized and properly documented.

• Coordination and Communication:
  • Coordinate with attorneys, paralegals, and internal teams to route new client matters appropriately.
  • Monitor intake pipelines and ensure timely follow-ups with clients.
  • Provide status updates to internal stakeholders regarding new client onboarding.

• Compliance & Documentation:
  • Help improve and streamline intake workflows and documentation processes.
  • Maintain organized digital records and ensure proper file naming and storage procedures.

• Ad Hoc and Cross-Functional Support:
  • Assist attorneys and management with special projects as assigned
  • Support firm-wide initiatives, process improvements, and administrative needs
  • Perform other duties as required to ensure smooth operations across teams

Qualifications and Requirements

• Previous experience in administrative support, client intake, customer service, or legal administration.
• Experience working in a law firm or legal services environment.
• Strong organizational and data entry skills with high attention to detail.
• Excellent written and verbal communication skills.
• Ability to handle confidential and sensitive information professionally.
• Strong time management and ability to prioritize multiple tasks.
• Comfortable working with CRM systems, spreadsheets, and document management tools.
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country's equivalent), is required before onboarding.

Working Hours:
Full Time (40 hours per week)
Monday through Friday 8 a.m. - 5 p.m. Pacific Time

Pay: $800 + $55 Allowance per month

About Us:
MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.