V104- Intake and Reception Specialist

 Posted 10 hours ago
     
 $1142 - $1220 per month
  
2-5 years experience
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AI Summary

Serve as the first point of contact for clients in a legal practice, managing intake and communications. Support administrative workflows including CRM updates, invoicing via MyCase, and calendar management.

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

Join Job Duck as an Intake Specialist and play a key role in keeping a busy legal practice organized, responsive, and client-focused. In this role, you will serve as the first point of contact for clients while supporting critical administrative workflows that keep daily operations running smoothly. You will manage communications, maintain accurate records, and ensure timely follow-ups, contributing directly to a seamless client experience. This position is ideal for someone who thrives in a structured yet fast-paced environment, enjoys keeping systems organized, and takes pride in delivering reliable, detail-oriented support. Your ability to anticipate needs and maintain efficiency will have a meaningful impact on both the team and its clients

Compensation: 1142 USD to 1220USD

Responsibilities include, but are not limited to:

  • Support ongoing process improvement and documentation efforts
  • Coordinate meetings and daily activities
  • ollow up with clients to ensure timely communication
  • Maintain and update CRM records with accurate data
  • Draft documents, internal manuals, and standard operating procedures
  • Schedule appointments and manage calendars
  • Prepare, draft, and send invoices using MyCase on a biweekly basis
  • Send requests for client reviews and feedback
  • Manage inboxes, including sorting and handling junk email
  • Organize and maintain digital files and documents in OneDrive
  • Conduct client intake and gather accurate information
  • Answer and manage incoming phone calls professionally

Requirements:

• Work schedule: Monday to Friday, 8:00 a.m. to 5:00 p.m. PST
• Experience supporting administrative or intake processes is required
• Strong English communication skills, both written and verbal
• Experience handling client-facing communication and phone calls
• Familiarity with CRM platforms and data management
• Ability to manage inboxes, calendars, and digital documents efficiently

Required Tools and Software:
• CRM: MyCase
• VOIP: RingCentral
• Microsoft OneDrive
• Outlook and Calendar
• Microsoft Teams
• Microsoft Word and Excel
• Adobe Acrobat

Work Shift:

8:00 AM - 5:00 PM [PST][PDT] (United States of America)

Languages:

English

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

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