Virtual Intake and Scheduling Coordinator

🔥 0 minutes ago

🌐 Honduras, El Salvador, +5 more countries – Remote

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💵 $1.1k - $1.2k / month

⏰ Full Time

🟢 Junior

✨ Intake Coordinator

🚫👨‍🎓 No degree required

👻 Ghost score 16%

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🗣️🇪🇸 Spanish Required

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Logo of Job Duck

Job Duck

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Prepare and send fee agreements. • Send reminders to clients regarding appointments and consultations. • Manage CRM records, including opening and closing files. • Answer incoming phone calls and communicate with prospective and existing clients. • Promote and explain consultation services to prospective clients. • Schedule appointments and manage attorney calendars. • Input and maintain accurate client information in the system. • Open matters in the case management system. • Determine appointment types and gather client information before consultations. • Review intake information and supporting documentation before meetings. • Organize legal documents. • Collect consultation fees and payments. • Serve as a central point of contact for prospective clients. • Gather important information and coordinate appointments. • Ensure client records are accurately maintained. • Support the firm's daily operations and client experience.

🎯 Requirements

• Minimum of 1 year of experience in a client-facing role, such as customer service or sales. • Advanced/native-level English skills (both written and spoken) • Experience working in legal client-facing environments is preferred. • Experience managing calendars and scheduling appointments. • Ability to handle sensitive client information with professionalism and discretion. • Strong organizational and multitasking skills. • Comfortable working with case management systems and CRM platforms. • Strong interpersonal and relationship-building abilities. • Attention to detail. • Sensitivity and patience when interacting with clients. • Responsible and dependable work ethic. • Proactive approach to problem solving. • Collaborative and easy-to-work-with attitude. • Spanish language listed in the posting.

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification workplace

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