Intake Administrative Specialist

About the Role
We are looking for an Intake Administrative Specialist to handle incoming inquiries, organize client information, update records, and follow up on missing details.

Key Responsibilities

• Record and update client information in the system.
• Review intake forms and check for missing details.
• Contact prospective clients for follow-ups.
• Schedule consultations and appointments.
• Organize client records and documents.
• Forward inquiries to the appropriate team member.
• Track pending tasks and completed intakes.
• Prepare basic reports when needed.
• Keep client information confidential.

Qualifications

• Experience in administration, data entry, customer service, or intake.
• Good written and spoken English skills.
• Strong organizational and communication skills.
• Attention to detail and ability to meet deadlines.
• Familiarity with CRM systems and office tools.
• Ability to work independently in a remote setting.
• Preferred: Experience in a law firm or legal services environment. Spanish-speaking ability is a plus.

How to Apply
Please submit your resume and briefly describe your relevant experience and the systems you have used.