Receptionist/Intake Specialist

Overview
We are seeking a dedicated and detail-oriented Intake Specialist to join our team. The ideal candidate will be responsible for managing the initial contact with clients, ensuring a smooth intake process, and providing exceptional customer service. This role requires strong organizational skills, proficiency in various office software, and the ability to handle multiple tasks efficiently in a fast-paced environment. Also, assist in billing and invoicing. Must be strong in Excel. Bilingual candidates are encouraged to apply as they will enhance our communication with a diverse clientele.

Duties

• Greet clients and manage front desk operations, ensuring a welcoming environment.
• Handle multi-line phone systems to answer inquiries and direct calls appropriately.
• Conduct data entry and maintain accurate client records in our systems.
• Assist with filing, proofreading documents, and managing office correspondence.
• Provide administrative support including calendar management and scheduling appointments.
• Utilize Microsoft Office and Excel for document creation and communication.
• Offer customer support by addressing client concerns promptly and professionally.
• Maintain organizational systems for efficient office management.
• Collaborate with team members to streamline intake procedures and improve client experience.

Qualifications

• Previous office experience or clerical experience is required; experience as a legal, dental, or medical receptionist is a plus.
• Strong computer skills including proficiency in QuickBooks, Microsoft Office, Excel, and data entry software.
• Excellent phone etiquette with the ability to manage multi-line phone systems effectively.
• Bilingual abilities are highly desirable to assist diverse client needs.
• Demonstrated organizational skills with the ability to prioritize tasks effectively.
• Strong time management skills to meet deadlines without compromising quality of service.
• Experience in bookkeeping or personal assistant roles is advantageous.
• Ability to maintain confidentiality and handle sensitive information responsibly. If you are passionate about providing excellent customer service and possess the necessary skills, we invite you to apply for this exciting opportunity as an Intake Specialist.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Work Location: In person