Remote Client Onboarding Specialist | Law Firm Support

MOVE Your Biz

Manila

Remote

PHP 539,000 - 613,000

Full time

7 days ago
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Benefits offered by this job

Competitive salary
Strong support system
Health benefit CAD 40/month
Upskilling training materials
Paid holiday leaves
Paid sick leaves (cashable)
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 initial client information, ensure accuracy, and pass data to legal teams.

The role focuses on onboarding, documentation, and compliance within a fast-paced, entrepreneurial practice. Ideal candidates have background in administrative support or legal administration, strong data-entry skills, and experience with CRMs.

Qualifications

  • Experience in administrative support, client intake, or legal administration.
  • Experience in a law firm or legal services environment.
  • Strong organizational and data entry skills with high attention to detail.
  • Excellent written and verbal communication.
  • Ability to handle confidential information professionally.
  • Proficient with CRM systems, spreadsheets, and document management tools.
  • Two professional references and a valid background check within 60 days.
  • Completion of intake paperwork including a valid tax ID is required.

Responsibilities

  • Process new client intake requests and collect required information.
  • Review forms and documents for completeness and accuracy.
  • Communicate with clients to obtain missing details.
  • Enter and maintain client data in the CRM or intake system.
  • Coordinate with attorneys and teams to route new matters.
  • Monitor intake pipelines and follow up with clients.
  • Provide status updates to stakeholders on onboarding.
  • Assist with compliance checks and intake-related processes.
  • Improve intake workflows and documentation processes.
  • Maintain organized digital records and proper file naming.
  • Support cross-functional projects and administrative needs.

Skills

Administrative support
Client intake
Customer service
Legal administration
Data entry
CRM systems
Spreadsheets
Document management

Tools

CRM systems
Spreadsheets
Document management tools

Job description

MOVE Your Business is seeking a Client Intake Assistant to join Jasmine Daya & Co. remotely. You will manage initial client information, ensure accuracy, and pass data to legal teams.

The role focuses on onboarding, documentation, and compliance within a fast-paced, entrepreneurial practice. Ideal candidates have background in administrative support or legal administration, strong data-entry skills, and experience with CRMs.

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