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Client Intake

2 weeks ago

Toronto, Canada WHITTEN & LUBLIN PC Full time

We are seeking a reliable and proactive **Client Intake & Administrative Coordinator** to join our team on a permanent basis.

This position is ideal for someone who thrives in a fast-paced environment, enjoys client interaction, and excels at administrative organization. You will be the first point of contact for prospective clients and a key support for internal operations.
You will work on a hybrid model, mostly remotely, with occasional in-office days at our downtown Toronto location.

**Responsibilities**
- Schedule and confirm appointments with new clients;
- Handle, organize, and follow up on consultation documents and files;
- Record accurate referrals and maintain updated client records and data entry;
- Provide a helpful and positive experience for all clients;
- Carry out other tasks or special projects assigned by Management.

**Required Skills**:

- Minimum 2 years of administrative or sales experience; call center experience is a plus;
- Excellent phone skills with the ability to handle challenging calls calmly and professionally;
- Strong problem-solving and decision-making abilities;
- Ability to work well under pressure with excellent time management, prioritization, and multitasking skills;
- Clear understanding of privacy and confidentiality standards;
- Fast learner and team player who contributes to an open, innovative, responsive, and professional team culture;
- Proficiency in Microsoft Office Suite (Word, Outlook, PowerPoint, Excel);
- Completed post-secondary education;
- Experience working in a legal environment is considered an asset.

**Job Types**: Full-time, Permanent

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Paid time off
- Vision care
- Work from home

**Experience**:

- working in a legal environment : 1 year (required)
- call center: 1 year (required)
- customer service: 2 years (required)

Work Location: Hybrid remote in Toronto, ON M5H 3L5