Intake Coordinator

Responsibilities

• Welcome clients and respond to intake inquiries in a courteous, timely, and detail-focused manner.
• Guide individuals through application and enrollment steps, explaining required information and next actions clearly.
• Review submitted forms for completeness and follow up to obtain missing details or documentation.
• Enter, update, and organize client information within internal records and tracking systems with accuracy.
• Cook up appointments, referrals, and related communications to help ensure a smooth intake experience.
• Maintain confidential files and handle sensitive information in accordance with organizational standards.
• Work closely with program staff to share intake updates and support efficient client onboarding.
• Aid with general administrative tasks such as preparing documents, managing correspondence, and organizing intake materials.

Requirements

• Previous experience in client intake, customer service, or an administrative support role.
• Ability to communicate clearly and professionally with clients, staff, and community contacts.
• Strong organizational skills with careful attention to accuracy and follow-through.
• Experience handling applications, forms, or client documentation in a detail-oriented setting.
• Comfortable managing multiple priorities while providing responsive service in a fast-paced environment.
• Proficiency with basic office software and data entry systems.
• Ability to maintain discretion when working with confidential or sensitive information.

Qualifications

• High school diploma or equivalent.
• Some college coursework or relevant work experience preferred.

Skills

• Excellent communication and interpersonal skills.
• Attention to detail and accuracy.
• Organizational and time management skills.
• Customer service orientation.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Access to top jobs, competitive compensation, and benefits.
• Free online training.
• Company 401(k) plan eligibility.

Pay

Compensation is commensurate with experience.

Schedule

The schedule for this role is typically full-time, but may vary based on project needs.