Intake

Intake Coordinator Position Overview

A growing organization in Brooklyn, NY is seeking a motivated and personable Intake Coordinator to join its team. This is an excellent opportunity for someone who enjoys working with people and wants to be part of a supportive, collaborative, and professional office environment.

The Intake Coordinator will work directly with clients, assist with the intake process, and ensure required documentation is completed accurately and efficiently.

Key Responsibilities

• Connect and coordinate with clients on a daily basis.
• Build professional and supportive relationships with clients.
• Guide clients through the intake process from initial contact through completion.
• Assist clients with completing required forms and documentation.
• Review paperwork for accuracy and completeness.
• Prepare and submit documentation accurately and efficiently.
• Follow up with clients regarding missing information or required documents.
• Maintain organized and accurate client records.
• Communicate professionally with clients and internal team members.
• Help ensure a smooth and positive client experience throughout the intake process.
• Support general administrative and intake-related responsibilities as needed.
• Maintain appropriate confidentiality when handling client information.

Qualifications

• Excellent verbal and written communication skills.
• Strong attention to detail and organizational abilities.
• Professional and personable communication style.
• Ability to work effectively in a collaborative team environment.
• Strong follow-up and time-management skills.
• Comfortable communicating directly with clients.
• Ability to manage multiple responsibilities and priorities.
• Dependable, organized, and able to work independently when needed.
• Previous intake, administrative, customer service, healthcare, or client services experience is preferred but not required.
• Comfortable learning new systems and office procedures.