Intake Coordinator
Remote Va
🌍 RemotePart time
Intake Coordinator
Treantly· Treantly VA
About this role
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
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
Work Arrangement
- Remote
- Part-Time (25–30 hours per week)
- Long-term opportunity with room for growth
Frequently Asked Questions
Is the salary disclosed for the Intake Coordinator position at Treantly?
The salary for this Intake Coordinator role at Treantly is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Intake Coordinator job at Treantly remote?
Yes, this Intake Coordinator position at Treantly is remote, with team members based in Philippines, TELECOMMUTE. You can work from home or anywhere in the supported regions.
Is the Intake Coordinator role at Treantly full-time or part-time?
This is listed as a Part time position. It is posted as a Intake Coordinator role in the Treantly VA department at Treantly.
Which team or department does the Intake Coordinator at Treantly belong to?
This Intake Coordinator position is part of the Treantly VA department at Treantly. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Intake Coordinator position at Treantly?
Click the "Apply Now" button on this page. You will be redirected to Treantly's official application portal hosted on workable where you can submit your application directly.
When was the Intake Coordinator job at Treantly posted?
This Intake Coordinator position at Treantly was posted on Jun 12, 2026. Apply as soon as possible — early applications are often reviewed first.
Intake Coordinator
Treantly
You'll be redirected to Treantly's official application page on workable.