Treant is er in alle fasen van het leven: van de zorg voor een ongeboren kind tot de zorg in de laatste jaren.
Intake Coordinator
Location
Philippines
Posted
3 days ago
Salary
0
Seniority
Senior
Job Description
Intake Coordinator
Treant
• 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
Job Requirements
- 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
- Remote
- Part-Time (25–30 hours per week)
- Long-term opportunity with room for growth
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