Treantly
via Workable
Intake Coordinator
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 12h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 95d ago
The date the source published, not the day we noticed it (2026-06-12). Last seen at its source just now.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
Philippines
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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workable employer's own board first seen 10d ago · last seen just now
The listing
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
Requirements
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
Benefits
Work Arrangement
- Remote
- Part-Time (25–30 hours per week)
- Long-term opportunity with room for growth