Intake Coordinator

October 26, 2024

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Job Description

Trustpoint.One is partnering with a corporate client to find an experienced Intake Coordinator for their Palo Alto office. This is a long-term temporary position lasting 6-12 months. The ideal candidate will have at least two years of relevant experience.

Responsibilities:

  • Document and manage client intake processes
  • Coordinate communication between clients and internal teams
  • Maintain accurate records and databases
  • Assist in scheduling appointments and follow-ups
  • Requirements:

  • Minimum of two years of experience in a similar role
  • Strong organizational and communication skills
  • Proficiency in Microsoft Office Suite
  • Ability to work independently and as part of a team