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Intake Associate Jobs in Toronto, ON (NOW HIRING)

Helping establish the processes, intake mechanisms, and operating rhythms that allow business teams to run with greater discipline and less firefighting * Taking on research and analysis to inform ...

Sales Support Associate

Toronto, ON · Hybrid

CA$45K - CA$76K/yr

Maintain integrity of notes and tools used to track work activity, work intake and follow ups * Assist advisors with client facing requests for administrative/service-related inquiries such as: non ...

... intake of work and maintaining the calendar and critical dates of transactions. In addition you will be responsible for processing reporting letters and reports and any other post closing related ...

... intake of work and maintaining the calendar and critical dates of transactions. In addition you will be responsible for processing reporting letters and reports and any other post closing related ...

Analyst, Compensation

Mississauga, ON · On-site

CA$64K - CA$88K/yr

The role assists with the job evaluation process, including attending intake meetings, tracking ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...

Responsibilities also involve supporting management in program intake processes, resourcing ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...

... intake through to resolution and keeping sellers informed throughout. * Escalate systemic or ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...

Who you are We're hiring a Business Operations Associate to help run and evolve the engine behind ... Coordinate across credit, finance, and product teams to move applications from intake to decision.

Showing results 41-60

Intake Associate information

What is an intake associate?

Intake Associates are professionals primarily responsible for greeting clients, collecting initial information, and ensuring all documentation is complete when individuals seek services from an organization, such as a law firm, healthcare provider, or social service agency. They are often the first point of contact and play a crucial role in assessing client needs, verifying eligibility, and preparing files for further processing. Their work helps ensure a smooth onboarding process and efficient workflow for the team. Strong communication, organizational, and interpersonal skills are essential for success in this role.

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

To thrive as an Intake Associate, you need strong organizational skills, attention to detail, and experience with client or patient intake processes, often supported by a high school diploma or relevant administrative background. Familiarity with data entry software, customer relationship management (CRM) systems, and electronic records is typically required. Exceptional communication, empathy, and problem-solving abilities help Intake Associates effectively interact with clients and coordinate with team members. These skills are crucial for accurately gathering information, ensuring smooth onboarding, and maintaining high-quality client service.

What are some common challenges intake associates face when managing high volumes of new client cases?

Intake Associates often encounter periods of high demand, where they must efficiently process a large number of new client intakes while maintaining accuracy and professionalism. Balancing thorough data collection with timely responses can be challenging, especially when working with sensitive or urgent cases. Strong organizational skills, attention to detail, and effective communication with both clients and internal teams are essential to navigating these busy periods successfully.

What is the difference between Intake Associate vs Medical Secretary?

AspectIntake AssociateMedical Secretary
Required CredentialsHigh school diploma; some roles may prefer healthcare-related certificationsHigh school diploma; medical office administration certification often preferred
Work EnvironmentHealthcare facilities, clinics, hospitalsMedical offices, clinics, hospitals
Primary ResponsibilitiesGathering patient information, scheduling, initial data entryManaging correspondence, scheduling, medical record management
Common UsagePatient intake, insurance verificationAdministrative support, appointment coordination

While both roles support healthcare operations, Intake Associates focus on patient intake and data collection, whereas Medical Secretaries handle administrative tasks like scheduling and correspondence. Both positions require strong organizational skills and familiarity with medical environments, but their specific duties differ based on patient interaction versus administrative support.

What are the most commonly searched types of Intake jobs in Toronto, ON?

The most popular types of Intake jobs in Toronto, ON are:

Associate Coordinator, Creative Solutions (12 month Contract)

Capital One

Toronto, ON • Hybrid

CA$76K - CA$87K/yr

Full-time

Re-posted 8 days ago


Capital One rating

7.8

Company rating: 7.8 out of 10

Based on 148 frontline employees who took The Breakroom Quiz

89th of 174 rated banks


Job description

161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Associate Coordinator, Creative Solutions (12 month Contract)

About Capital One Canada

For 30 years, we've been on a mission to change banking for good. We challenge the traditional bank stereotype, fostering a culture where innovation thrives and bold ideas are celebrated.

We're driven by what's possible, leveraging the power of data and technology to empower innovative solutions, inspire one another to dream boldly, and take transformative ownership of decisions and outcomes that directly impact millions of Canadians. Every challenge is an opportunity to lead from the front, working together toward a shared vision that extends far beyond banking.

We balance high-performance with investment in your long-term success, ensuring you have the support you need to do your best work. Here, you'll take full accountability for your path, upskilling through hands-on experience and mentorship, to turn your curiosity into a career built on your own terms.

Are you ready to redefine what's next?

About the Team

You will be joining Creative Solutions, Capital One Canada's team of designers, writers, editors, process managers and researchers. Our team works with partners to create experiences that are always on-brand and always leave an impression, bringing to life everything from marketing campaigns to our website. The work we do attracts new customers to Capital One Canada and inspires existing customers to grow with us!

About the Role

The role involves collaborating with members of the Creative Solutions team, vendors and peers across the business, including legal, brand, and intent and product owners, to facilitate the delivery of creative, design, localization and/or research projects.

Your responsibilities:

French Localization

  • Manage end-to-end workflows for localization requests (e.g., handling intakes, preparing files for translation, managing email creation steps, gathering approvals and coordinating hand-offs to Creative/Product Design teams)

  • Support auditing of vendor invoices, cross-entity bill-back efforts and executing required controls

Creative/Product Design

  • Coordinate project work, such as overseeing intake submissions, assigning performers, communicating sprint priorities, maintaining asset trackers and managing email creation steps

  • Facilitate project review and handoff, managing the proofing process, executing final project hand-offs, and coordinating Content and Design Validation (CDV) requests

Ops Support

  • Perform financial tracking and vendor management, facilitating Project Authorizations and Purchase Orders, maintaining budget spreadsheets, tracking invoices, and resolving billing issues with Finance and Supplier Management

  • Onboard new team members, setting up system access for new associates (e.g., Workfront, Slack, shared inboxes)

  • Address or redirect questions from partner teams to the appropriate stakeholder(s) to resolve them

  • Track project completion, asset delivery and other measures of team/process performance

  • Assist with special projects and initiatives across functional areas as needed

Basic Qualifications:

  • At least 2 years' experience in project management

  • Experience working in a cross-functional environment and managing stakeholder expectations

Preferred Qualifications:

  • Experience working in financial services, process management and/or continuous improvement

  • PMP certification or equivalent training

  • Experience with email marketing tools like Taxi for Emails, Chamaileon, Knak, Salesforce Marketing Cloud (SFMC) and Hubspot

  • Experience with HTML, CSS and Litmus

  • Experience with Adobe Acrobat, Adobe Workfront, Figma, Google Workspace, TradosWorking knowledge in French

  • Excellent time management and prioritization skills

  • High attention to detail

  • Ability to solve problems using structured processes

  • Ability to apply judgment needed for escalations

  • Ability to work well both with others and independently

  • Experience working and collaborating in teams

Working at Capital One

You'll be empowered to take end-to-end ownership of your work and your career, backed by a high-performance, hybrid culture and holistic suite of benefits designed to support your whole self.

  • Take ownership of your own potential: Whether you're looking to upskill, pivot into new business areas, or master your craft, you'll have access to tools and mentorship to reach your potential and define your career trajectory.

  • Find your rhythm: We believe trust fosters the flexibility and autonomy required to balance personal needs with a focus on high performance. We support a hybrid model - with 3 days in the office per week - that gives room for both collaboration and personal commitments.

You'll find that Capital One is committed to helping you thrive and evolve every step of the way.

This posting is for an existing vacancy.

The expected annual salary range for this position is $76,500 - $87,400.

Weembrace the responsible use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. However, no hiring decisions are made using AI as every hiring decision is made by our hiring managers, business interviewers, and recruitment professionals. Our teams are equipped with training that empowers them to use AI responsibly.

Capital One Canada is an equal opportunity employer committed to fostering a diverse and inclusive work environment. We consider all qualified applicants and will meet the needs of those requiring reasonable accommodations.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at ARCanada@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).


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