Remote Client Intake & Onboarding Specialist

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 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.