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Intake Assistant Jobs (NOW HIRING)

VIP Community Services

Intake Specialist

Manhattan, NY · On-site

$19.50 - $26.25/hr

Collect client identification and other documents necessary during initial intake. Assist new clients in retrieving documents and/or property from former shelter providers as necessary. Collaborate ...

Ortiz Law Firm

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Law Firm Client Intake Coordinator / Assistant in Pensacola, FL

Pensacola, FL · On-site

$31K - $41K/yr

A one-lawyer firm in downtown Pensacola seeks a Client Intake Coordinator and/or Client Intake Assistant with strong communication, interpersonal, and organizational skills. The firm specializes in ...

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How much do intake assistant jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for intake assistant in the United States is $19.64, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $23.32 per hour, depending on experience, location, and employer.

What is an intake assistant?

Intake Assistants are professionals who help organizations process new clients, patients, or applicants by gathering essential information, completing required paperwork, and ensuring all initial documentation is accurate and complete. They often serve as the first point of contact, assessing needs and directing individuals to appropriate services or departments. Intake Assistants work in a variety of settings, including healthcare, legal, social services, and education, and play a crucial role in streamlining the onboarding process. Their attention to detail and communication skills are vital for ensuring a smooth and efficient intake experience.

What are some common challenges intake assistants face when managing high volumes of client inquiries?

Intake Assistants often encounter challenges related to balancing multiple client inquiries, prioritizing urgent requests, and maintaining accurate records in fast-paced environments. Effective time management and strong communication skills are essential for handling sensitive information while ensuring each client receives prompt and professional attention. Additionally, Intake Assistants must adapt to evolving procedures and collaborate closely with team members to streamline workflows and avoid bottlenecks.

What are the key skills and qualifications needed to thrive as an intake assistant, and why are they important?

To thrive as an Intake Assistant, you need strong organizational skills, attention to detail, and familiarity with data entry or administrative support, often supported by a high school diploma or equivalent. Experience with client management systems, office software like Microsoft Office Suite, and sometimes knowledge of HIPAA or similar regulations is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help Intake Assistants excel in client-facing situations. These skills ensure accurate information gathering, smooth client onboarding, and efficient case processing, which are vital for organizational effectiveness.

What is the difference between Intake Assistant vs Medical Receptionist?

AspectIntake AssistantMedical Receptionist
CredentialsHigh school diploma, some roles may require certification in healthcare administrationHigh school diploma, certification in medical office administration often preferred
Work EnvironmentClinics, hospitals, healthcare officesMedical offices, clinics, hospitals
Primary ResponsibilitiesGathering patient information, scheduling appointments, initial patient intakeChecking in patients, managing appointments, handling phone calls, administrative tasks

Intake Assistants focus on collecting patient information and initial intake procedures, while Medical Receptionists handle front-desk duties like check-ins and scheduling. Both roles work in healthcare settings but have distinct primary functions.

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Intake Assistant jobs near you
Infographic showing various Intake Assistant job openings in the United States as of September 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 100% In-person job distribution, with an average salary of $40,846 per year, or $19.6 per hour.

Intake Specialist for Legal Firm

Dallas, TX • On-site

GigWorld Talent Solutions
Human Resources Consulting Services • 11 - 50 employees
Learn more about GigWorld Talent Solutionsexternal

Full-time

Re-posted 15 days ago

Job description

Job Description Law Firm in Dallas, TX 75206` Monday - Thursday | 35hrs Salary: 50k - 53k. Description: The Client Intake Assistant serves as the main point of contact for Leads, ensuring a smooth intake experience. This role is responsible for qualifying Leads, gathering information about their matter, running initial conflict checks, and scheduling consultation and discovery calls.

The Client Intake Assistant plays a key role in helping the firm reach Lead conversion goals by actively engaging with and following up with Leads, and assisting with team initiatives. This position will work with the Client Onboarding Team and is under the direct supervision of the Brand Marketing Manager. Duties and Responsibilities: Serve as key point of contact for prospective clients.

Answering scheduling queries via email and phone. Draft and Send Custom Roadmaps Following Discovery and Consult Calls Responsible for post-speaking engagement lead nurturing. Report on Team KPIs Qualifies all Leads to ensure the firm can assist with their matter and gathers necessary information to schedule a consultation or discovery call.

Schedules consultation and discovery calls. Actively updates HubSpot and team's Rolling Reports to ensure accurate data tracking. Maintains HubSpot properties for the firm, including creating, removing and updating properties.

Maintains HubSpot user accounts, including creating, removing and updating firm users. Provides HubSpot training to firm. Education and Experience: Prefer an understanding of foundational AI concepts, such as how to design, implement, and refine basic AI agents.

A minimum of an Associate Degree preferred (Business, Administration, Management, Sales, Communication) Highly proficient in Microsoft Office Suite applications. Extremely organized, detail-oriented, able to multi-task and prioritize their workload. Excellent communication skills, both oral and written.

Customer service experience a preferred. Must be able to work independently and as a team member. Team player attitude.

Prefer one year of experience in a professional administrative role but not necessary. Law firm experience is not necessary. Additional Information: Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice. Supervisory Responsibility: This position has no supervisory responsibilities. Work Environment: This position operates in a professional office environment.

Physical Demands: This is a largely a sedentary role; however, some lifting may be required up to 20 pounds. Position Type/Expected Work Hours: This is a full-time, non-exempt position. Standard workdays are Monday through Thursday, with a minimum of 35 hours worked per week.

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