Remote Client Intake & Onboarding Specialist

MOVE Your Biz; Manila; Remote; PHP 549,000 - 584,000; Full time

Benefits offered by this job

Competitive salary

Health benefits

Internet allowance

Paid holidays

Paid sick leave

Upskilling training

Job summary

MOVE Your Business is seeking a remote Client Intake Assistant to support Jasmine Daya & Co., a Toronto-based law firm expanding into cross-border private lending. You will manage initial client information, verify documents, and organize data before passing to legal or operations teams.

Ideal candidates have experience in administrative support or legal settings, strong organizational skills, and familiarity with CRM systems.

Qualifications

• Experience in administrative support or legal administration.
• Strong organizational and data entry skills with high attention to detail.
• Excellent written and verbal communication skills.
• Ability to handle confidential information professionally.
• Experience with CRM systems and document management tools.

Responsibilities

• 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.
• 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.
• 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.
• Help improve and streamline intake workflows and documentation processes.
• Maintain organized digital records and ensure proper file naming and storage procedures.
• 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

Skills

Admin support

Client intake

Legal administration

CRM systems

Data entry

Communication

Time management

Tools

CRM software

Job description

MOVE Your Business is seeking a remote Client Intake Assistant to support Jasmine Daya & Co., a Toronto-based law firm expanding into cross-border private lending. You will manage initial client information, verify documents, and organize data before passing to legal or operations teams.

Ideal candidates have experience in administrative support or legal settings, strong organizational skills, and familiarity with CRM systems.