Intake Coordinator - Remote

Overview

Becker & Company is seeking a committed detail-oriented and proactive Intake Coordinator to manage incoming electronic assignments, facilitate workflow across departments, and ensure efficient and accurate data entry.

In Short

• Receive and review electronic assignments submitted by clients
• Perform data entry and maintain company database
• Serve as company receptionist
• Ensure all required information is included; follow up with clients if needed
• Answer and direct incoming telephone calls/emails professionally
• Provide administrative support as assigned
• Assist departments with sending completed reports and invoices
• Perform lead development from provided sources

Requirements

• Previous experience in administrative coordination, operations or customer service
• Strong attention to detail and ability to multitask
• Great organizational and time-management skills
• Proficient in Microsoft Office
• Excellent oral and written communication skills

Benefits

• Comprehensive benefit package including PTO and 401(k)
• Healthcare benefits
• Flexible work options: in-office, hybrid, or remote