09 oct
|
MOVE Your Biz
|
Colombia
09 oct
MOVE Your Biz
Colombia
MOVE Your Business is proud to represent Jasmine Daya & Co., a Toronto-based law firm that has transitioned from civil litigation into cross-border private lending law. The firm now advises Canadian lenders and industry professionals on expanding into the U.S., including market entry, licensing, regulatory strategy, and business structuring. It operates as a fast-paced, entrepreneurial practice combining legal services with business development, education, and industry engagement.
On behalf of Jasmine Daya & Co, we are seeking Client Intake Assistant to join their growing team remotely. In this role, you are responsible for managing the initial stages of the client journey. This role ensures that new client information is accurately captured, verified, and organized before being passed to the appropriate legal or operational team.
Benefits:
- Competitive salary
- Strong support system
- Health benefit (CAD 40/month)
- Training materials for upskilling provided
- Paid holiday leaves (depending on the holidays that the client observes)
- Paid sick leaves (sick leave convertible to cash if perfect attendance)
- Paid planned leaves
- Internet Allowance (CAD 30/month)
Key Responsibilities
- Client Intake & Onboarding
- Process new client intake requests and ensure all required information is collected.
- Review submitted forms and documentation for completeness and accuracy.
- Communicate with prospective and new clients to obtain missing details or documents.
- Enter and maintain client data in the firm’s CRM or intake management system.
- Ensure all intake records are organized and properly documented.
- Coordination & Communication
- Coordinate with attorneys, paralegals, and internal teams to route new client matters appropriately.
- Monitor intake pipelines and ensure timely follow-ups with clients.
- Provide status updates to internal stakeholders regarding new client onboarding.
- Compliance & Documentation
- Ensure client files meet internal compliance and docum
📌 Client Intake Assistant (Colombia)
🏢 MOVE Your Biz
📍 Colombia