Intake Coordinator

AppleOne Employment Services; Fullerton (CA); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Temp-to-Hire

Hourly pay $20.00–$26.00

Location: Fullerton, CA

Job summary

AppleOne Employment Services seeks a detail-oriented Intake Coordinator with an accounting or bookkeeping background for a legal services environment in Fullerton, CA. This role is ideal for a professional who enjoys being the first point of contact for clients while also supporting accurate financial documentation, data entry, billing, and administrative processes.

The Intake Coordinator will play an important role in keeping client information organized, ensuring documentation is complete, and

Qualifications

• Coordinate client intake, documentation, and follow-up communication.
• Support accounting functions including invoicing, payment tracking, accounts payable, accounts receivable, and reconciliations.
• Maintain accurate client records, financial files, spreadsheets, and internal database entries.
• Provide administrative and customer service support in a confidential professional environment.
• 3 to 5 years of related experience preferred in intake coordination, administration, accounting, bookkeeping, or financial data entry.
• Experience with accounts payable, accounts receivable, invoicing, payment tracking, or financial recordkeeping.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Strong numerical aptitude with excellent attention to detail and accuracy.
• Ability to handle confidential financial and personal information with discretion.
• Strong communication, organization, follow-up, and customer service skills.
• Ability to manage competing priorities while working independently and collaboratively in a team environment.

Responsibilities

• Manage incoming phone calls, emails, and client inquiries while providing professional and responsive customer service.
• Coordinate the intake process by collecting, reviewing, and entering client information into internal systems.
• Prepare, organize, and maintain intake paperwork, financial documents, confidential records, and electronic files.
• Assist with accounts payable, accounts receivable, invoice processing, payment tracking, billing, and expense documentation.
• Perform accurate data entry, account reconciliations, spreadsheet updates, and basic bookkeeping support.
• Schedule appointments, coordinate follow-ups, and communicate with clients and internal departments to ensure timely completion of intake tasks.

Skills

Intake coordination

Data entry

Accounts payable

Accounts receivable

Invoicing

Reconciliations

Billing

Customer service

Attention to detail

Communication

Organization

Team collaboration

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Job Summary

We are seeking a detail-oriented Intake Coordinator with an accounting or bookkeeping background for a legal services environment in Fullerton, CA. This role is ideal for a professional who enjoys being the first point of contact for clients while also supporting accurate financial documentation, data entry, billing, and administrative processes.

The Intake Coordinator will play an important role in keeping client information organized, ensuring documentation is complete, and supporting accounting-related workflows such as accounts payable, accounts receivable, invoicing, reconciliations, and payment tracking. This opportunity offers a professional, team-focused work environment with supportive leadership, cross-functional collaboration, and the potential for long-term career growth through a temp-to-hire opportunity.

Key Responsibilities

• Manage incoming phone calls, emails, and client inquiries while providing professional and responsive customer service.
• Coordinate the intake process by collecting, reviewing, and entering client information into internal systems.
• Prepare, organize, and maintain intake paperwork, financial documents, confidential records, and electronic files.
• Assist with accounts payable, accounts receivable, invoice processing, payment tracking, billing, and expense documentation.
• Perform accurate data entry, account reconciliations, spreadsheet updates, and basic bookkeeping support.
• Schedule appointments, coordinate follow-ups, and communicate with clients and internal departments to ensure timely completion of intake tasks.

Compensation and Benefits

• Pay rate: $20.00 to $26.00 per hour.
• Employment type: Temp-to-Hire.
• Location: Fullerton, CA.

Required Qualifications and Skills

• Coordinate client intake, documentation, and follow-up communication.
• Support accounting functions including invoicing, payment tracking, accounts payable, accounts receivable, and reconciliations.
• Maintain accurate client records, financial files, spreadsheets, and internal database entries.
• Provide administrative and customer service support in a confidential professional environment.
• 3 to 5 years of related experience preferred in intake coordination, administration, accounting, bookkeeping, or financial data entry.
• Experience with accounts payable, accounts receivable, invoicing, payment tracking, or financial recordkeeping.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Strong numerical aptitude with excellent attention to detail and accuracy.
• Ability to handle confidential financial and personal information with discretion.
• Strong communication, organization, follow-up, and customer service skills.
• Ability to manage competing priorities while working independently and collaboratively in a team environment.

Preferred Qualifications

• Experience working in a legal services, professional services, or client-facing office environment.
• Experience using accounting software, client databases, case management systems, or document management platforms.
• Familiarity with billing, expense tracking, purchase orders, and financial reporting support.
• Strong comfort level communicating with clients while managing sensitive documentation and financial information.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.