Intake Specialist

hace 1 mes

Hermosillo, México Intugo A tiempo completo

Call clients to complete their initial client intake questionnaire.
- Input and maintain client information in CMS
- Collaborate with team members on missing intake data and follow up with clients to gather information.
- Maintain client records in firm CRM.
- Review and validate form information with clients.
- Various other production and administrative tasks.

**Profile**
- Excellent relationship management skills with the ability to communicate effectively. - Must be organized and analytical.
- Proficient with Microsoft Office, Google Suite, Adobe Acrobat and related software.
- Accuracy and attention to detail with the ability to multitask.
- Ability to prioritize and discern what's important, including sense of urgency. - Recognize the need and uphold confidentiality at all times.
- 1-3 years experience in an administrative or similar position.

**Job Types**: Full-time, Permanent

**Salary**: $17,800.00 per month

Educación:

- Licenciatura terminada (Deseable)

Experiência:

- Administrative Assistant: 1 año (Deseable)
- Legal Assistant: 1 año (Deseable)

Idioma:

- Inglés (Obligatorio)

Work Location: In person

Application Deadline: 08/12/2023
Expected Start Date: 12/12/2023

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