# Intake Coordinator

> Treantly · Philippines (Remote) · Part-time · Posted 2026-06-12

**Workplace:** remote

**Department:** Treantly VA

## Description

### About the Role

We're looking for an Intake Coordinator to support our growing professional services business. This role focuses on client intake, follow-ups, onboarding, and administrative support to ensure a smooth client experience from initial inquiry to engagement.

This is not a legal drafting or paralegal role. Instead, the focus is on client communication, intake management, follow-ups, administrative coordination, and process execution. The ideal candidate is detail-oriented, process-driven, and possesses exceptional written English communication skills.

### Key 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
-   Maintain accurate records and track tasks to ensure nothing falls through the cracks
-   Support administrative and process-related tasks as needed

## Requirements

### What We're Looking For

-   Excellent written and verbal English communication skills
-   Strong attention to detail and organization
-   Comfortable communicating with clients via email and phone
-   Able to work independently and follow processes
-   Reliable, proactive, and professional
-   Experience in a law firm, accounting firm, financial services, or other professional services environment

### Nice to Have

-   Experience with client onboarding, administration, or executive assistance
-   Familiarity with Google Workspace, Adobe Sign, or CRM systems

## Benefits

### Work Arrangement

-   Remote
-   Part-Time (25–30 hours per week)
-   Long-term opportunity with room for growth

## Apply

[Apply at Treantly](https://apply.workable.com/treantly/j/40A6B5F895/apply)

---
Powered by [Workable](https://www.workable.com)