Intake Specialist

Job Summary

A company is looking for an Intake Specialist to join their team remotely.

Key Responsibilities:

• Manage phone communications, including answering and directing calls and providing client support
• Coordinate and schedule appointments for clients and attorneys
• Maintain accurate client information and manage filing systems for efficient document organization

Qualifications and Skills:

• High school diploma or equivalent required
• Previous experience as an Administrative Assistant, Receptionist, or Secretary is a plus
• Familiarity with general office equipment and proficiency in MS Teams, Outlook, Word, Excel, CRM, and practice management software (Clio and HubSpot preferred)
• Strong organizational abilities with the capacity to multitask effectively
• Excellent time management skills with the ability to prioritize tasks efficiently