Intake Coordinator
Treantly
Intake Coordinator
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
Vacancy posted 4 days ago
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