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

Requirements
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

Benefits
Work Arrangement

- Remote

- Part-Time (25–30 hours per week)

- Long-term opportunity with room for growth

Originally posted on Himalayas