Intake and Entity Specialist

1 month ago

Washington DC, United States Latitude, Inc. Full time

Intake and Entity Specialist

Main Points

  • Salary: 70k-80k
  • Experience: 1 or more years of professional experience
  • Bachelors Degree Required
  • Law or Finance experience preferred
  • Full Remote: Office located in Washington D.C. 



Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or services. This role requires strong communication skills, empathy, and attention to detail to ensure a positive client experience. The Financial Intake Specialist will be responsible for gathering client information, assessing financial needs, and guiding clients through the intake process. Additionally, this role may involve administrative tasks related to client documentation and data entry.

Key Responsibilities:

  1. Client Intake and Assessment:

    • Welcome clients and provide assistance with financial inquiries, applications, and forms.
    • Conduct initial screenings and assessments to determine client eligibility for financial services.
    • Gather relevant financial information from clients, including income, expenses, assets, and liabilities.

  2. Financial Guidance and Education:

    • Provide information and guidance to clients on available financial assistance programs, resources, and options.
    • Explain financial terms, procedures, and requirements to clients in a clear and understandable manner.
    • Educate clients on financial literacy topics, such as budgeting, saving, and credit management.

  3. Documentation and Recordkeeping:

    • Maintain accurate and up-to-date client records, documentation, and files.
    • Ensure compliance with regulatory requirements and internal policies related to client data and confidentiality.
    • Prepare and process client applications, forms, and paperwork accurately and efficiently.

  4. Client Support and Follow-up:

    • Serve as a liaison between clients and internal departments or external agencies as needed.
    • Address client inquiries, concerns, and requests promptly and professionally.
    • Follow up with clients to provide updates on the status of their applications or requests.

  5. Administrative Tasks:

    • Perform data entry, filing, and other administrative tasks to support the intake process.
    • Assist with scheduling appointments, meetings, and follow-up activities as needed.
    • Collaborate with team members to ensure smooth and efficient operations of the intake process.

Qualifications:

  • Bachelor's degree in Finance, Business Administration, Social Work, or related field preferred.
  • 1+ years of experience in financial services, customer service, or related field.
  • Strong communication skills, both verbal and written, with the ability to interact professionally with clients.
  • Empathy, patience, and the ability to handle sensitive client situations with compassion and discretion.
  • Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
  • Proficiency in Microsoft Office applications and data entry software.
  • Knowledge of financial assistance programs, regulations, and eligibility criteria is a plus.

Powered by JazzHR

  • Intake and Entity Specialist

    1 month ago

    Washington DC, United States Latitude, Inc. Full time

    Main Points. Salary: 70 k-80 k. Experience: 1 or more years of professional experience. Bachelors Degree Required. Law or Finance experience preferred. Full Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist Intake, Specialist, Client Support, Data Entry, Financial, Healthcare, Staffing

  • Intake and Entity Specialist

    5 days ago

    Washington DC, United States Latitude, Inc. Full time

    Main Points. Salary: 70 k-80 k. Experience: 1 or more years of professional experience. Bachelors Degree Required. Law or Finance experience preferred. Full Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist Intake, Specialist, Client Support, Data Entry, Financial, Healthcare, Staffing

  • Intake and Entity Specialist

    2 months ago

    Washington, United States CareerBuilder Full time

    Intake and Entity Specialist Main Points Salary : 70k-80k Experience : 1 or more years of professional experience Bachelors Degree Required Law or Finance experience preferred Full Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or...

  • Intake and Entity Specialist

    2 months ago

    Washington, United States latitude Full time

    Intake and Entity Specialist Main Points Salary: 70k-80k Experience: 1 or more years of professional experience Bachelors Degree Required Law or Finance experience preferred Full Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or...

  • Intake and Entity Specialist

    2 months ago

    Washington, United States Latitude, Inc. Full time

    Job DescriptionJob DescriptionIntake and Entity SpecialistMain PointsSalary: 70k-80kExperience: 1 or more years of professional experienceBachelors Degree RequiredLaw or Finance experience preferredFull Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking...

  • Financial Intake Specialist

    2 months ago

    Washington, United States Latitude, Inc. Full time

    Job DescriptionJob DescriptionIntake and Entity SpecialistMain PointsSalary: 70k-80kExperience: 1 or more years of professional experienceBachelors Degree RequiredLaw or Finance experience preferredFull Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking...

  • Conflicts & Intake Specialist

    4 days ago

    Washington, United States Arnold & Porter Full time

    The Conflicts Department of Arnold & Porter has an opening for a Conflicts & Intake Specialist. The Conflicts & Intake Specialist may work a hybrid work schedule in our Chicago, Denver, Houston, or Washington, DC office or may work 100% virtual/remote in a firm-approved state as part of the “Gideon”...

  • Intake and Service Specialist

    2 weeks ago

    Washington, United States Samufoundation Full time

    ABOUT SAMU FIRST RESPONSE SAMU First Response is a global medical and social nonprofit organization that provides immediate humanitarian relief to vulnerable populations using a comprehensive and culturally competent approach. Grupo SAMU, our European branch, has over 40 years of experience successfully responding and delivering assistance to communities...

  • Intake and Service Specialist

    6 days ago

    Washington, United States Samufoundation Full time

    ABOUT SAMU FIRST RESPONSE SAMU First Response is a global medical and social nonprofit organization that provides immediate humanitarian relief to vulnerable populations using a comprehensive and culturally competent approach. Grupo SAMU, our European branch, has over 40 years of experience successfully responding and delivering assistance to communities...

  • Intake and Service Specialist

    2 weeks ago

    Washington, United States Samufoundation Full time

    ABOUT SAMU FIRST RESPONSE SAMU First Response is a global medical and social nonprofit organization that provides immediate humanitarian relief to vulnerable populations using a comprehensive and culturally competent approach. Grupo SAMU, our European branch, has over 40 years of experience successfully responding and delivering assistance to communities...

  • Intake Specialist, Consumer Unit

    6 days ago

    Washington, United States Legal Aid Society Of DC Full time

    Legal Aid DC seeks an Intake Specialist to join our Consumer Law Unit. Since 1932, Legal Aid has provided civil legal assistance to clients in individual cases and engaged in systemic reform. Currently, we provide individual representation in consumer law, domestic violence/family law, housing, public benefits, and appellate matters. We also work on...

  • Investigative Intake Specialist with Security Clearance

    3 weeks ago

    Washington, United States U.S. Customs and Border Protection Full time

    Apply your knowledge and experience to become a subject matter expert in the Customs and Border Protection Integrity Awareness & Accountability Program with the Office of Professional Responsibility (OPR), Investigative Operations Division (IOD), in Washington, DC. Eligibility: Veterans with VEOA eligibility; current or former federal employees with...

  • Intake Specialist, Consumer Unit

    5 days ago

    Washington, United States Legal Aid Society Of DC Full time

    Job DescriptionJob DescriptionSalary: Legal Aid DC seeks an Intake Specialist to join our Consumer Law Unit.  Since 1932, Legal Aid has provided civil legal assistance to clients in individual cases and engaged in systemic reform. Currently, we provide individual representation in consumer law, domestic violence/family law, housing, public benefits, and...

  • Conflicts and Intake Specialist

    1 week ago

    Washington, United States Fawkes IDM Full time

    Job DescriptionJob DescriptionAn international law firm with offices in Washington, D.C. is seeking a full-time Conflicts and Intake Specialist to join their team. This person will be responsible for helping the firm avoid inadvertent conflicts of interest in taking on new clients, new work, or new people. Responsibilities: Successfully operating various...

  • Conflicts and Intake Specialist

    5 days ago

    Washington, United States Fawkes IDM Full time

    Job DescriptionJob DescriptionAn international law firm with offices in Washington, D.C. is seeking a full-time Conflicts and Intake Specialist to join their team. This person will be responsible for helping the firm avoid inadvertent conflicts of interest in taking on new clients, new work, or new people. Responsibilities: Successfully operating various...

  • Intake Screener and Authorization Specialist

    3 weeks ago

    Washington, United States Northeast Family Services Full time

    This is a hybrid position. Northeast Family Services is seeking an experienced masters-level professional to join our growing New York team as a Bilingual Intake Screener and Authorization Specialist! The Bilingual Intake Specialist (English / Spanish) manages all aspects of the registration and admissions process for Northeast Family Services in New York....

  • Personal Injury Client Intake Specialist

    4 weeks ago

    Washington, United States Price Benowitz LLP Full time

    Job DescriptionJob DescriptionCompany OverviewPrice Benowitz, LLP is a mid-sized law firm headquartered in Washington, DC with offices and attorneys throughout Washington, D.C., Maryland, Virginia, & South Carolina. Price Benowitz's areas of practice include criminal defense, personal injury, family law, and trusts and estates. Our core values are...

  • Law Firm Intake Specialist

    4 days ago

    Washington, United States Adams & Martin Group Full time

    Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to...

  • Law Firm Intake Specialist

    2 weeks ago

    Washington, United States Adams & Martin Group Full time

    Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to...

  • Law Firm Intake Specialist

    2 weeks ago

    Washington, United States Adams & Martin Group Full time

    Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to...