Intake Specialist (Bilingual, Spanish-Speaking)

Mindset•New York, NY

6h•Remote

About The Position

This role involves conducting initial assessments of clients to determine their needs and eligibility for services. The Intake Specialist will collect and document client information accurately and confidentially, communicate effectively with clients to explain services, answer questions, and provide support. This position also requires coordination with other team members for seamless service delivery and maintaining accurate records of client interactions. Participation in team meetings and training is also expected.

Requirements

Proven experience as an intake specialist or in a similar role.
Excellent verbal and written communication skills in both English and Spanish
Ability to manage a fast-paced work environment.
Strong interpersonal skills and a friendly, approachable demeanor.
Proficiency in Google Workspace.
Ability to multitask and prioritize tasks effectively.
Reliable internet connection for remote work.
High school diploma or equivalent.

Nice To Haves

Experience working in a remote or virtual office environment.
Knowledge of virtual phone systems and online scheduling software.

Responsibilities

Conduct initial assessments of clients to determine their needs and eligibility for services.
Collect and document client information accurately and confidentially.
Communicate effectively with clients to explain services, answer questions, and provide support.
Coordinate with other team members to ensure seamless service delivery.
Maintain accurate records and documentation of client interactions and services provided.
Participate in team meetings and training as required.