Intake Coordinator

3 days ago


Syracuse, New York, United States Safe Harbor Wills and Trusts Full time
Job Description

Safe Harbor Wills and Trusts is seeking a skilled Intake Specialist to join our team. As an Intake Specialist, you will be responsible for supervising new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.

You will survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner. Your passion for helping others and your ability to transform our current intake system into a positive, immersive experience will make a tangible difference in our clients' lives every day.

Key responsibilities include:

  • Supervising new client onboarding and current client files through data entry and paperwork collection
  • Surveying potential clients to determine the right fit with our practice
  • Booking consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
  • Conducting various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes
  • Helping foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team

Requirements include:

  • Previous legal experience highly valued
  • CRM and case management software experience a plus
  • Proficiency with Microsoft Office products, especially Microsoft Excel
  • Strong computer and data entry skills
  • Customer service or sales experience a plus

About Safe Harbor Wills and Trusts:

We are a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues. Our practice areas include Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings. We believe in giving back to our communities and sponsor different charities throughout the year.


  • Intake Coordinator

    2 weeks ago


    Syracuse, New York, United States KPH Healthcare Services, Inc. Full time

    Job SummaryThe Intake Specialist plays a critical role in ensuring seamless patient access to infusion services at AristaCare Health. This experienced professional will be responsible for managing the referral intake process, communicating with insurance companies, and coordinating with the AristaCare Health team to ensure timely and effective patient...

  • Intake Coordinator

    2 weeks ago


    Syracuse, New York, United States KPH Healthcare Services, Inc. Full time

    Job SummaryThe Intake Specialist plays a critical role in ensuring seamless patient access to infusion services at AristaCare Health. This experienced professional will be responsible for managing the referral intake process, communicating with insurance companies, and coordinating with the AristaCare Health team to ensure timely and effective patient...

  • Intake Coordinator

    1 month ago


    East Syracuse, New York, United States Community Options Full time

    Job Summary Community Options, Inc. is a national non-profit agency providing services to individuals with disabilities in 12 states. We are seeking an Intake Coordinator in Syracuse, NY to coordinate and facilitate program admissions. Responsibilities Collect and upload necessary admission documentation, such as SSA award letters, birth certificates,...

  • Intake Coordinator

    4 weeks ago


    Syracuse, New York, United States Salvation Army - ARC Full time

    Job SummaryWe are seeking a highly motivated and compassionate Intake Coordinator to join our team at the Salvation Army Adult Rehabilitation Center (ARC). As a key member of our staff, you will play a vital role in providing a supportive and respectful environment for individuals seeking life transformation through our program.Key ResponsibilitiesDevelop...

  • Intake Coordinator

    4 days ago


    East Syracuse, New York, United States Community Options Full time

    Job SummaryCommunity Options, Inc. is a national non-profit agency providing services to individuals with disabilities in 12 states. We are seeking an Intake Coordinator in Syracuse, NY to coordinate and facilitate program admissions. The successful candidate will be responsible for the admission processes of new individuals and ensuring existing individuals...


  • Syracuse, New York, United States safeharborwillsandtrusts Full time

    About the RoleWe are seeking a highly skilled and compassionate Legal Intake Specialist to join our close-knit team at Safeharbor Wills and Trusts. As a key member of our team, you will play a vital role in managing our growing caseload and providing exceptional customer service to our clients.Key ResponsibilitiesSupervise new client onboarding and current...

  • Intake Specialist

    4 days ago


    Syracuse, New York, United States KPH Healthcare Services, Inc. Full time

    Job SummaryThe Intake Specialist is a key member of our team at KPH Healthcare Services, Inc., responsible for managing the referral intake process with exceptional attention to detail and strong customer service skills.ResponsibilitiesReferral Coordination: Communicate with referral sources, insurance companies, and patients to ensure timely and accurate...


  • Syracuse, New York, United States St Camillus Residential Health Full time

    Job SummaryWe are seeking a skilled Admissions Coordinator to join our team at St. Camillus Residential Health. As a key member of our admissions team, you will be responsible for coordinating the intake process for patients, ensuring seamless transitions, and maintaining accurate records.Key ResponsibilitiesCoordinate the intake process for patients,...

  • Care Coordinator

    1 week ago


    Syracuse, New York, United States Liberty Resources Full time

    Job Summary:We're seeking a skilled Care Coordinator to join our team at Liberty Resources. As a Care Coordinator, you will play a vital role in providing care coordination and resource linkage for clients served by our clinic. Your primary responsibility will be to conduct outreach activities to engage clients, assess their needs, and connect them with...


  • Syracuse, New York, United States St Camillus Residential Health Full time

    Job SummaryWe are seeking a skilled Admissions Coordinator to join our team at St. Camillus Residential Health. As a key member of our admissions team, you will be responsible for coordinating inpatient referrals, gathering and reviewing medical, social, and financial information, and ensuring accurate and timely census activity.Key...


  • Syracuse, New York, United States Nascentia Health Full time

    Job SummaryNascentia Health is seeking a highly skilled Enrollment Coordinator to join our team. As an Enrollment Coordinator, you will play a critical role in processing initial referrals, reviewing patient information, and coordinating with Enrollment RN Specialists and external agencies.Key ResponsibilitiesProvide general program information to callers,...


  • Syracuse, New York, United States Center for Community Alternatives Full time

    About the RoleCenter for Community Alternatives (CCA) is seeking a dedicated and passionate individual to coordinate and supervise students participating in the After School Program at PSLA @Fowler High School. As an After School Program Coordinator, you will work collaboratively with the youth services team to connect and engage with youth in the program,...


  • Syracuse, New York, United States Center for Community Alternatives Full time

    About the RoleCenter for Community Alternatives (CCA) is seeking a dedicated and passionate individual to coordinate and supervise students participating in the After School Program at PSLA @Fowler High School. As an After School Specialist, you will work collaboratively with the youth services team to connect and engage with youth in the program, assist...


  • Syracuse, New York, United States Yai Full time

    Job SummaryWe are seeking a highly skilled and compassionate NYSTART Coordinator to join our team at YAI. As a NYSTART Coordinator, you will play a critical role in supporting individuals with intellectual and developmental disabilities (I/DD) and co-occurring behavioral health conditions. Your primary responsibility will be to conduct evaluations and...


  • Syracuse, New York, United States Yai Full time

    The START model is a comprehensive service that supports individuals with intellectual and developmental disabilities and co-occurring behavioral health conditions. As a NYSTART Coordinator, you will work under the supervision of the Clinical Team Leader to support an assigned caseload of individuals, conducting evaluations and assessments, providing...


  • Syracuse, New York, United States St. Joseph's Hospital Full time

    Job Title: Patient Access RepresentativeAt St. Joseph's Hospital, we are seeking a highly skilled and detail-oriented Patient Access Representative to join our team. As a key member of our revenue cycle team, you will play a critical role in ensuring accurate and timely patient registration and insurance verification.Key Responsibilities:Acquire, enter, and...


  • Syracuse, New York, United States Yai Full time

    Job SummaryWe are seeking a highly skilled and compassionate NYSTART Coordinator to join our team at YAI. As a NYSTART Coordinator, you will play a critical role in supporting individuals with intellectual and developmental disabilities (I/DD) and co-occurring behavioral health conditions. Your expertise will be instrumental in implementing the START model,...


  • Syracuse, New York, United States Center for Community Alternatives Full time

    About the PositionCenter for Community Alternatives (CCA) is seeking a dedicated and passionate individual to coordinate and supervise students participating in the After School Program at PSLA @Fowler High School. As a key member of the youth services team, you will work collaboratively to connect and engage with youth in the program, develop and implement...


  • Syracuse, New York, United States Center for Community Alternatives Full time

    Job OverviewCenter for Community Alternatives (CCA) is seeking a dedicated individual to coordinate and supervise students participating in the After School Program at PSLA @Fowler High School. The successful candidate will work collaboratively with the youth services team to connect and engage with youth in the program, assist with the development and...

  • Complaint Investigator

    2 months ago


    Syracuse, New York, United States State University of New York Upstate Medical University Full time

    Job Summary:The Complaint Investigator reports directly to the University's Institutional Equity Officer and Title IX Coordinator. The Complaint Investigator will be responsible for the prompt, impartial, and thorough investigation of allegations of protected-class based discrimination and harassment, and retaliation, in violation of the University's...