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Intake Coordinator

1 month, 3 weeks ago
Philippines
Part-time
Junior
Administrative Assistant
Customer and Technical Support
Apply Now
Treantly - Outsource to the Philippines

Treantly - Outsource to the Philippines

Treantly offers modern outsourcing services connecting businesses with remote staff in the Philippines to enhance customer experiences.

Professional Services
View All Jobs 18

Description

  • 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 via email and phone.
  • Maintain accurate records and track tasks to prevent missed follow-ups.
  • Support administrative and process-related tasks as needed.

Requirements

  • Excellent written and verbal English communication skills.
  • Strong attention to detail and organization.
  • Comfort communicating with clients via email and phone.
  • Ability to work independently and follow established processes.
  • Reliable, proactive, and professional demeanor.
  • Experience in a law firm, accounting firm, financial services, or other professional services environment.
  • Experience with client onboarding, administration, or executive assistance is preferred.
  • Familiarity with Google Workspace, Adobe Sign, or CRM systems is preferred.

Benefits

  • Remote work arrangement.
  • Part-time schedule of 25–30 hours per week.
  • Long-term opportunity.
  • Room for growth.

Interested in this position?

Apply directly on the company website

Apply Now

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