Assistant Intake Consultant (Work-From-Home)

Position Overview:

The Assistant Intake Consultant is responsible for managing and coordinating client intake processes, including scheduling, follow-up communication, and optimizing Clients calendar. This role ensures efficient client onboarding, maintains professionalism, and allows Kory to focus on high-value tasks. The ideal candidate is detail-oriented, proactive, and committed to enhancing the firm's operational efficiency and growth.

Key Responsibilities:
I. Schedule intake meetings, ensuring alignment with her availability.
II. Confirm all meetings with clients and communicate any changes promptly.
III. Track and document PNC (Potential New Client) meetings and schedule follow-ups accordingly.
IV. Ensure follow-ups are aligned with intake outcomes and Client’s schedule.
V. Use an approved script for follow-up calls while maintaining a professional tone.
VI. Conduct timely follow-up calls to address client queries and next steps.
VII. Optimize Client’s schedule to minimize downtime and prevent conflicts.
VIII. Identify opportunities to streamline scheduling and improve efficiency.
IX. Provide weekly reports on scheduled meetings, follow-up outcomes, and potential client concerns.
X. Suggest process optimizations and highlight efficiency improvements.

Skills and Qualifications:
I. Strong organizational and time management abilities.
II. Proficiency in virtual tools including Clio Grow, Clio Manage, Clio Calendar, Microsoft Teams, Excel, PowerPoint, and Word.
III. Excellent verbal and written communication skills with mastery of the English language.
IV. Prior experience in client-facing roles, virtual assistance, intake, sales, data entry, and digital marketing.
V. Ability to analyze lead data and reports, track sources, and provide insights.
VI. Extensive experience in sales and marketing, with expertise in analyzing performance metrics, calculating percentages, and providing strategic recommendations.
VII. Strong background in data analysis, including the ability to interpret complex data sets, generate reports, and extract meaningful insights to drive business decisions.
VIII. Must be detail-oriented, proactive, and able to complete tasks within deadlines.
IX. Availability during standard working hours with high responsiveness and keen attention to detail.

We are actively searching for a Virtual Assistant who meets these criteria and can contribute effectively to our team. If you meet the qualifications and are eager to take on this role, we encourage you to apply!