Client Intake Administrator
7 months ago
**About us**
**Responsibilities include but are not limited to**:
**Client Intake**
- Manage correspondence with new leads and follow process to onboard new clients
- Answer client/lead phone calls and answer requests for basic information
- Docket important client deadlines and workflow reminders
- Perform conflict checks for leads
- Send trust requests, record payments and track trust refunds
- Prepare first drafts of retainer agreements and reporting letters using firm templates
- Order referral gifts
**Data Management**
- Maintain lead and client databases (including existing client updates)
- Monitor for process improvements and update process documents
- Export data and clean-up on a frequent basis
- Export lead data and share with partners on a frequent basis
**Billing Assistance**
- Track and record client payments
**General Office Administration**
- Schedule meetings and take minutes
- Coordinate incoming and outgoing courier and Canada Post packages & letter mail
- Copy, scan, assemble, and distribute documentation
- Assist with special projects
- Book events, courses, and travel accommodations and track travel expenses
**Salary**: From $40,000.00 per year
**Benefits**:
- Company events
- Dental care
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
**Education**:
- AEC / DEP or Skilled Trade Certificate (preferred)
**Experience**:
- Administrative experience: 3 years (required)
**Language**:
- Mandarin (preferred)
- English (required)
Ability to Commute:
- Ottawa, ON K2A 3X9 (required)
Work Location: Hybrid remote in Ottawa, ON K2A 3X9
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