Client Intake Assistant

MOVE Your Biz; Bogotá ciudad; À distance; COP 25 725 000 - 30 813 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Strong support system

Health benefit CAD 40/month

Training materials for upskilling

Paid holiday leaves

Paid sick leaves

Paid planned leaves

Internet Allowance CAD 30/month

Résumé du poste

MOVE Your Business is seeking a Client Intake Assistant to join Jasmine Daya & Co. remotely. You will manage the early client journey, ensure accuracy of intake data, and organize information before handing off to legal and operational teams.

The role emphasizes confidentiality, strong organizational skills, and effective communication across internal teams. Flexible, remote work with CAD-based compensation and benefits is provided.

Qualifications

• Experience providing administrative support or intake in a legal or professional services setting.
• Strong organizational and data entry skills with attention to detail.
• Excellent written and verbal communication.
• Ability to handle confidential information professionally.

Responsabilités

• Manage initial client intake and onboarding workflows.
• Verify and organize client information before routing to legal/operations teams.
• Maintain client data in CRM and intake systems with accuracy.
• Coordinate with attorneys and staff to follow up on missing information.

Connaissances

Data entry

Organizational skills

Communication skills

CRM familiarity

Outils

CRM system usage

Description du poste

MOVE Your Business is proud to represent Jasmine Daya & Co., a Toronto-based law firm that has transitioned from civil litigation into cross-border private lending law. The firm now advises Canadian lenders and industry professionals on expanding into the U.S., including market entry, licensing, regulatory strategy, and business structuring. It operates as a fast-paced, entrepreneurial practice combining legal services with business development, education, and industry engagement.

On behalf of Jasmine Daya & Co, we are seeking Client Intake Assistant to join their growing team remotely. In this role, you are responsible for managing the initial stages of the client journey. This role ensures that new client information is accurately captured, verified, and organized before being passed to the appropriate legal or operational team.

Benefits:

• Competitive salary
• Strong support system
• Health benefit (CAD 40/month)
• Training materials for upskilling provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leaves (sick leave convertible to cash if perfect attendance)
• Paid planned leaves
• Internet Allowance (CAD 30/month)

Key Responsibilities

• Client Intake & Onboarding
  • Process new client intake requests and ensure all required information is collected.
  • Review submitted forms and documentation for completeness and accuracy.
  • Communicate with prospective and new clients to obtain missing details or documents.
  • Enter and maintain client data in the firm’s CRM or intake management system.
  • Ensure all intake records are organized and properly documented.
• Coordination & Communication
  • Coordinate with attorneys, paralegals, and internal teams to route new client matters appropriately.
  • Monitor intake pipelines and ensure timely follow-ups with clients.
  • Provide status updates to internal stakeholders regarding new client onboarding.
• Compliance & Documentation
  • Ensure client files meet internal compliance and documentation standards.
  • Maintain confidentiality of all client information and legal documents.
  • Assist with conflict checks or other intake-related administrative processes as needed.
• Process Support
  • Help improve and streamline intake workflows and documentation processes.
  • Maintain organized digital records and ensure proper file naming and storage procedures.
• Ad Hoc and Cross-Functional Support
  • Assist attorneys and management with special projects as assigned
  • Support firm-wide initiatives, process improvements, and administrative needs
  • Perform other duties as required to ensure smooth operations across teams

Qualifications and Requirements

• Previous experience in administrative support, client intake, customer service, or legal administration.
• Experience working in a law firm or legal services environment.
• Strong organizational and data entry skills with high attention to detail.
• Excellent written and verbal communication skills.
• Ability to handle confidential and sensitive information professionally.
• Strong time management and ability to prioritize multiple tasks.
• Comfortable working with CRM systems, spreadsheets, and document management tools.
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding.

Working Hours:

Full Time (40 hours per week)

Monday through Friday, 8:00 a.m. - 5:00 p.m. Eastern Time

Pay:

CAD 1,100 + CAD 70 Allowance per month

About Us:

MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.