Treantly logo
Treantly

Treantly is a Canadian-based recruitment agency that facilitates the connection between businesses in North America and exceptional remote staff in the Philippines.

Intake Coordinator

Location

Philippines

Posted

2 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Intake Coordinator

Treantly

Role Description 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. Qualifications - 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 Requirements - 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 Benefits - Remote work arrangement - Part-Time (25–30 hours per week) - Long-term opportunity with room for growth

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