Intake Coordinator: Gentle Client Onboarding and Scheduling

Creative Financial Staffing, LLC; Columbus (OH); On-site; USD 50,000 - 55,000; Full time

Job summary

Creative Financial Staffing, LLC seeks an Intake Coordinator in Columbus, OH to welcome clients and guide them through intake paperwork, collecting signatures with care and accuracy. The role involves scheduling assessments with clinical staff and coordinating appointments for referrals and walk-ins in a supportive, organized environment.

You will join a newly created intake team, receive on-site training from a manager and experienced colleagues, and build valuable experience in client service

Qualifications

• Administrative, office, admissions, or client-service experience.
• Patience and sensitivity when working with people facing challenging circumstances.
• Clear communication and the ability to keep appointments and paperwork organized.

Responsibilities

• Welcome clients and guide them through intake paperwork.
• Collect signatures on required forms with care and accuracy.
• Schedule clients for assessments with clinical staff.
• Coordinate appointments for referrals and walk-in clients.
• Help keep the intake process organized and moving forward.

Skills

Administrative experience

Client service

Communication skills

Organization

Empathy

Job description

Creative Financial Staffing, LLC seeks an Intake Coordinator in Columbus, OH to welcome clients and guide them through intake paperwork, collecting signatures with care and accuracy. The role involves scheduling assessments with clinical staff and coordinating appointments for referrals and walk-ins in a supportive, organized environment.

You will join a newly created intake team, receive on-site training from a manager and experienced colleagues, and build valuable experience in client service