Intake Coordinator

About the Role

We're looking for an Intake Coordinator to support our growing professional services business. This role focuses on client intake, follow-ups, onboarding, and administrative support to ensure a smooth client experience from initial inquiry to engagement.

This is not a legal drafting or paralegal role. Instead, the focus is on client communication, intake management, follow-ups, administrative coordination, and process execution. The ideal candidate is detail-oriented, process-driven, and possesses exceptional written English communication skills.

Key Responsibilities

• Manage client intake and onboarding processes
• Follow up on leads, engagement letters, invoices, and required documents
• Assist with ID verification and file opening
• Coordinate appointments and client communications
• Maintain accurate records and track tasks to ensure nothing falls through the cracks
• Support administrative and process-related tasks as needed

What We're Looking For

• Excellent written and verbal English communication skills
• Strong attention to detail and organization
• Comfortable communicating with clients via email and phone
• Able to work independently and follow processes
• Reliable, proactive, and professional
• Experience in a law firm, accounting firm, financial services, or other professional services environment

Nice to Have

• Experience with client onboarding, administration, or executive assistance
• Familiarity with Google Workspace, Adobe Sign, or CRM systems

Work Arrangement

• Remote
• Part-Time (25–30 hours per week)
• Long-term opportunity with room for growth