Remote Intake Coordinator - Part-Time, Client Onboarding

Permworks; Philippines; On-site; PHP 418,469 - 585,856; Part time

Job summary

Permworks in the Philippines is seeking an Intake Coordinator to support client intake and administrative processes in a remote part-time capacity. The ideal candidate will manage client onboarding and communication effectively, ensuring a smooth experience from inquiry to engagement.

This role offers flexibility with 25-30 hours per week, requiring a detail-oriented individual with excellent communication skills. Remote experience and administration knowledge are beneficial.

Qualifications

• At least 2 years of experience in an administrative, client-facing, or coordination role.
• Experience in a law firm, accounting firm, or financial services environment.
• Comfortable handling confidential client information.

Responsibilities

• Manage client intake and onboarding processes.
• Follow up on leads, engagement letters, invoices, and required documents.
• Assist with ID verification and file opening.
• Coordinate appointments and client communications.

Skills

Excellent written and verbal English communication skills

Strong attention to detail and organization

Proactive and professional

Tools

Google Workspace

Adobe Sign

CRM systems

Job description

Permworks in the Philippines is seeking an Intake Coordinator to support client intake and administrative processes in a remote part-time capacity. The ideal candidate will manage client onboarding and communication effectively, ensuring a smooth experience from inquiry to engagement.

This role offers flexibility with 25-30 hours per week, requiring a detail-oriented individual with excellent communication skills. Remote experience and administration knowledge are beneficial.