Client Intake Administrative Assistant
Job Duck30d • Remote
Intake Specialist Jobs
440 jobs found — updated daily
Client Intake Specialist
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V104 - Client Intake Administrative Assistant
Job Duck
•Remote
About The Position
This role offers an excellent opportunity to support a dynamic legal intake process while becoming an essential part of the client-facing experience at Job Duck. As the Intake Specialist, you will serve as the first point of contact for potential clients, guiding them through initial conversations with professionalism and empathy. Your work will ensure that leads are handled promptly, accurately, and thoughtfully, helping the legal team stay organized and well‑informed. A candidate who thrives in a structured environment, learns quickly, and communicates with warmth will excel in this position. Each day brings meaningful interactions and the chance to make a direct impact on client service quality.
Requirements
- Strong written and verbal communication skills
- 1 year experience as an Intake Specialist
- High level of accuracy and detail orientation
- Excellent organizational and multitasking abilities
- Ability to adapt quickly to new tools and processes
- Persistence and follow‑through when completing tasks
- Comfortable working under supervision and following structured guidance
- CRM proficiency
Responsibilities
- Maintain organized and timely communication across all channels
- Record accurate summaries and details from intake calls
- Contact potential clients to support ongoing intake activities
- Add new leads and call notes into Lead Docket
- Lead intake processes via email and phone
- Utilize internal tools such as Teams, Outlook, and Calendly for scheduling and coordination
- Follow up with leads to gather information for client review
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
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