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 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 Work Arrangement Remote Part-Time (25–30 hours per week) Long-term opportunity with room for growth