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Responsibilities
About the RoleWe'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 ResponsibilitiesManage client intake and onboarding processesFollow up on leads, engagement letters, invoices, and required documentsAssist with ID verification and file openingCoordinate appointments and client communicationsMaintain accurate records and track tasks to ensure nothing falls through the cracksSupport administrative and process-related tasks as neededRequirementsWhat We're Looking ForExcellent written and verbal English communication skillsStrong attention to detail and organizationComfortable communicating with clients via email and phoneAble to work independently and follow processesReliable, proactive, and professionalExperience in a law firm, accounting firm, financial services, or other professional services environmentNice to HaveExperience with client onboarding, administration, or executive assistanceFamiliarity with Google Workspace, Adobe Sign, or CRM systemsBenefitsWork ArrangementRemotePart-Time (25–30 hours per week)Long-term opportunity with room for growth
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