Remote Client Intake & Onboarding Specialist

MOVE Your Biz; Bogotá ciudad; Remote; COP 27,548,000 - 29,301,000; Full time

Benefits offered by this job

Competitive salary

Strong support system

Health benefit (CAD 40/month)

Training materials for upskilling

Paid holiday leaves

Paid sick leaves (cash option)

Paid planned leaves

Internet Allowance (CAD 30/month)

Job summary

MOVE Your Business is seeking a Client Intake Assistant to join Jasmine Daya & Co. remotely. You will manage the initial client journey, capture and verify information, and hand off to legal or operations teams.

The role requires strong organizational, data entry, and communication skills; familiarity with CRM systems and document management is valuable. The position offers a full-time schedule and CAD-based compensation with monthly allowances.

Qualifications

• Experience in administrative support, client intake, or legal administration.
• Experience in a law firm or legal services environment is preferred.
• Strong organizational and data entry skills with high attention to detail.
• Excellent written and verbal communication skills.
• Ability to handle confidential information professionally.

Responsibilities

• Manage initial client intake and onboarding processes.
• Review forms and docs for completeness and accuracy; communicate missing details.
• Enter and maintain client data in CRM/intake system; ensure records are organized.
• Coordinate with attorneys, paralegals, and internal teams to route matters.
• Support compliance, documentation, and conflict checks; maintain confidentiality.
• Improve intake workflows and maintain digital records; proper file naming.

Skills

Administrative support

CRM systems

Data entry

Communication

Time management

Document management

Tools

CRM software

Microsoft Excel

Document management tools

Job description

MOVE Your Business is seeking a Client Intake Assistant to join Jasmine Daya & Co. remotely. You will manage the initial client journey, capture and verify information, and hand off to legal or operations teams.

The role requires strong organizational, data entry, and communication skills; familiarity with CRM systems and document management is valuable. The position offers a full-time schedule and CAD-based compensation with monthly allowances.