Job Description
Full details about the role and requirements
Yukerja Summary
The Intake Coordinator role at Treantly is curated from Himalayas (category Kesehatan). This role is marked as remote — check timezone and location requirements on the official listing. Yukerja.com is not the employer — applications are handled on the official source site.
About the Role
We're looking for an Intake Coordinator to support our growing professional services business. This role focuses on client intake, follow-ups, onboarding, and administrative support to ensure a smooth client experience from initial inquiry to engagement.
This is not a legal drafting or paralegal role. Instead, the focus is on client communication, intake management, follow-ups, administrative coordination, and process execution. The ideal candidate is detail-oriented, process-driven, and possesses exceptional written English communication skills.
Key Responsibilities
- Manage client intake and onboarding processes
- Follow up on leads, engagement letters, invoices, and required documents
- Assist with ID verification and file opening
- Coordinate appointments and client communications
- Maintain accurate records and track tasks to ensure nothing falls through the cracks
- Support administrative and process-related tasks as needed
Requirements
What We're Looking For
- Excellent written and verbal English communication skills
- Strong attention to detail and organization
- Comfortable communicating with clients via email and phone
- Able to work independently and follow processes
- Reliable, proactive, and professional
- Experience in a law firm, accounting firm, financial services, or other professional services environment
Nice to Have
- Experience with client onboarding, administration, or executive assistance
- Familiarity with Google Workspace, Adobe Sign, or CRM systems
Benefits
Work Arrangement
- Remote
- Part-Time (25–30 hours per week)
- Long-term opportunity with room for growth
Originally posted on Himalayas