Remote Legal Client Intake & Onboarding Specialist

MOVE Your Biz; Manila; À distance; PHP 540 000 - 609 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Strong support system

Health benefit CAD 40/month

Upskilling training materials

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, a Toronto-based law firm evolving into cross-border private lending advisory. The role handles initial client onboarding, ensures data accuracy, and prepares files for legal teams while maintaining strict confidentiality.

The position is full-time and remote, with CAD 1,100 base salary plus CAD 70 monthly allowance, plus benefits including health, holidays, sick leave, and internet allowance.

Qualifications

• Experience in administrative support 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 skills.
• Ability to handle confidential and sensitive information professionally.
• Strong time management and ability to prioritize multiple tasks.
• Comfortable working with CRM systems, spreadsheets, and document management tools.
• Two professional references and a valid criminal background check within the last 60 days.
• Completion of intake paperwork including Tax ID before onboarding.

Responsabilités

• Process new client intake requests and ensure information is collected.
• Review forms for completeness and accuracy.
• Communicate with clients to obtain missing details or documents.
• Enter and maintain client data in CRM/intake system.
• Keep intake records organized and documented.
• Coordinate with attorneys and internal teams to route matters.
• Monitor intake pipelines and follow up with clients.
• Provide status updates to stakeholders on onboarding.

Connaissances

Administrative support

Legal administration

CRM systems

Data entry

Communication skills

Confidentiality

Time management

Documentation tools

References & background check

Tax paperwork

Outils

CRM systems

Spreadsheets

Document management tools

Description du poste

MOVE Your Business is seeking a Client Intake Assistant to join Jasmine Daya & Co, a Toronto-based law firm evolving into cross-border private lending advisory. The role handles initial client onboarding, ensures data accuracy, and prepares files for legal teams while maintaining strict confidentiality.

The position is full-time and remote, with CAD 1,100 base salary plus CAD 70 monthly allowance, plus benefits including health, holidays, sick leave, and internet allowance.