Intake Specialist, Entry Level

About the Role

We are seeking a detail-oriented and organized Intake Specialist – Entry Level to assist with receiving, documenting, and processing incoming requests, inquiries, and client information. This position is an excellent opportunity for an entry-level professional looking to develop experience in client support, administration, information management, and coordination.

Key Responsibilities

• Receive and process incoming inquiries, requests, applications, and documentation.
• Collect and accurately record required information in company systems.
• Communicate with clients, customers, or internal teams to obtain missing or additional information.
• Review submitted information and documents for completeness and accuracy.
• Maintain organized and up-to-date electronic records.
• Respond to routine questions and provide appropriate information or next steps.
• Enter and update data in databases, CRM systems, or other company platforms.
• Monitor the status of incoming requests and follow up when necessary.
• Route inquiries or cases to the appropriate department or team member.
• Maintain confidentiality when handling personal or business information.
• Prepare basic reports, summaries, and administrative documentation.
• Follow established procedures, workflows, and company policies.
• Identify incomplete or inconsistent information and escalate issues when appropriate.
• Perform other administrative and support duties as assigned.

Requirements & Tech Stack

• High school diploma or equivalent required.
• 0–2 years of experience in administration, customer service, client support, data entry, intake, or a related field.
• Strong written and verbal communication skills.
• Excellent attention to detail and accuracy.
• Strong organizational and time-management skills.
• Comfortable using computers, email, spreadsheets, and online systems.
• Ability to manage confidential information professionally.
• Ability to multitask and prioritize responsibilities.
• Strong problem-solving skills and willingness to learn.
• Ability to work independently and as part of a team.
• Must be authorized to work in the United States.

Preferred Qualifications

• Associate or bachelor's degree is a plus.
• Previous experience in customer service, administrative support, or client intake.
• Familiarity with CRM, case-management, ticketing, or database systems.
• Proficiency with Microsoft Office or Google Workspace.
• Experience handling forms, applications, records, or documentation.
• Previous experience working in a remote or hybrid environment.