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Virtual Assistant Intake Jobs in California (NOW HIRING)

Virtual MOA Telemedicine

San Pedro, CA · On-site +1

$17 - $20.25/hr

Provide initial intake information in preparation for a telehealth visit with a clinician, which is ... assist in scheduling this patient an appointment with their primary care clinician. 7. Document ...

Virtual MOA Telemedicine

San Pedro, CA · On-site +1

$17 - $20.25/hr

Provide initial intake information in preparation for a telehealth visit with a clinician, which is ... assist in scheduling this patient an appointment with their primary care clinician. 7. Document ...

... Intake, Supplies, QA, Operations) to ensure full onboarding readiness · Arrange travel ... S. · Facilitate in-house and virtual clinical training sessions · Support hands-on clinical skill ...

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Virtual Assistant Intake information

What is a virtual assistant intake?

Virtual Assistant Intake specialists are remote professionals who handle the initial onboarding, screening, and information gathering processes for clients or customers. They often serve as the first point of contact, collecting essential details, assessing needs, and ensuring that all necessary information is properly documented for further action. Their work streamlines workflows, improves client experiences, and supports organizations in managing new requests efficiently. This role is especially common in healthcare, legal, and service-based industries.

What are the key skills and qualifications needed to thrive as a virtual assistant intake?

To thrive as a Virtual Assistant Intake, you need excellent organizational abilities, attention to detail, and strong communication skills, often supported by experience in administrative roles or customer service. Familiarity with CRM systems, scheduling software, and cloud-based collaboration tools is typically required. Exceptional interpersonal skills, discretion, and the ability to multitask make someone stand out in this position. These skills ensure efficient client onboarding, smooth workflow management, and a positive first impression for the organization.

What are some common challenges faced by virtual assistant intake professionals, and how can they be managed effectively?

Virtual Assistant Intake professionals often navigate high volumes of inquiries and must accurately gather and organize client information, which can sometimes be overwhelming. Effective time management and the use of robust CRM tools are essential to keep track of details and ensure prompt follow-up. Additionally, clear communication and active listening skills help avoid misunderstandings and ensure all client needs are addressed efficiently. Collaborating closely with other team members, such as account managers or support staff, also helps distribute workload and maintain service quality.

What is the difference between Virtual Assistant Intake vs Virtual Assistant?

AspectVirtual Assistant IntakeVirtual Assistant
CredentialsBasic administrative skills, familiarity with communication toolsSame as Intake, often with additional specialized skills
Work EnvironmentRemote, client-facing, often involves onboardingRemote, supporting various client tasks
Employer & Industry UsageUsed in service onboarding, client managementGeneral support across industries
Search & Comparison IntentFocus on client onboarding and intake processesBroader support tasks

The main difference is that a Virtual Assistant Intake specializes in onboarding and initial client communication, while a Virtual Assistant provides ongoing support across various tasks. Intake roles focus on client setup, whereas Virtual Assistants handle day-to-day administrative or operational duties.

What cities in California are hiring for Virtual Assistant Intake jobs?

Cities in California with the most Virtual Assistant Intake job openings:

Intake Advisor Haas Undergraduate Program Office

Berkeley, CA • On-site

UC Davis Health System
Education • 51 - 200 employees

Other

Posted 28 days ago


UC Davis Health rating

8.9

Company rating: 8.9 out of 10

Based on 51 frontline employees who took The Breakroom Quiz


Job description

At the University of California, Berkeley , we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom, and belonging makes it a special place for students, faculty, and staff, who are among the most talented and accomplished anywhere, including Nobel laureates, Pulitzer Prize winners, and MacArthur Fellows. Since our founding in 1868, we have been an engine for innovation - driving intellectual, economic, and social progress that benefits California, the U.S., and beyond. Together, we change the world.
At Berkeley, the best careers are built on a foundation of continuous learning and growth . We actively support professional development by providing all full-time staff employees with at least 80 hours of paid time per year and provide space for supportive colleague communities via numerous employee resource groups.
We invite applicants who are inspired by our Principles of Community and who are eager to be part of our exciting Strategic Plan , which charts Berkeley's next era of excellence.
Learn more about some of our accomplishments at Points of Pride .
Departmental Overview
UC Berkeley's Haas School of Business offers a unique opportunity to champion new ideas, collaborate across boundaries, and continually learn in a workplace committed to creating a welcoming environment for all. Our distinctive culture is captured within our four Defining Leadership Principles: Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. These principles distinguish Berkeley Haas as a unique environment, conducive to teamwork, collaboration, and career growth.
For more information about the Haas School of Business visit: https://haas.berkeley.edu/about/
The Haas School of Business embraces flexible working arrangements for its employees. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change.
The Haas Undergraduate Program Office (UGPO) is part of the larger Haas Undergraduate Programs. There are four distinct undergraduate programs within the Haas School of Business: Spieker Undergraduate Business Program, Global Management Program, Robinson Life Sciences, Business, and Entrepreneurship Program (LSBE), and Management, Entrepreneurship, and Technology Program (M.E.T.).
The Undergraduate Program Office has three distinct teams: Admissions, Academics, and Student Affairs who support the undergraduate business students. The team created a set of values together rooted in collaboration and support for one another. Diversity, equity, inclusion, justice, and belonging principles are valued and intentionally integrated in the strategic plan.
Application Review Date
The First Review Date for this job is August 25, 2026.
Responsibilities
The Intake Advisor serves as the first point of contact for students requesting Haas Undergraduate Program services. The Intake Advisor oversees Haas Undergraduate in-person and virtual front desks and Haas email advising services. Additionally, Intake Advisors clarify general College and major policies and procedures, provide guidance on petition and form submissions, and help students assess whether to make an appointment with a Haas College Advisor or other resource on campus. Additionally, the Intake Advisor manages the Haas Undergraduate Program Office front reception area, which includes print and electronic student communications. They also support the Haas Undergraduate Program with daily operations by ordering supplies, reviewing invoices, and tracking reimbursements when needed. The role requires a broad understanding of administrative functions and technical problems involved in a fast-paced, academic advising office at a large public university.
GENERAL ADVISING - 35%

  • Manage and staff the reception area and maintain a professional and positive attitude when responding to inquiries, requests, or complaints from students, parents, faculty, or staff.
    • Create communication strategy (important events, dates, deadlines) for reception area, along with signage for closures.
  • Apply general advising concepts to identify students' needs, provide prescriptive academic assistance with academic requirements, and provide referrals to Haas Academic Advisors, Haas Admissions Advisors, Haas Student Affairs staff, Deans, and/or other appropriate campus resources.
  • Listen to and empathize with students experiencing a wide range of difficulties.
  • Work with student workers to assist students in understanding college and major degree requirements (general education, breadth, majors, academic probation, dismissal, declaring candidacy for degree, upper division units, withdrawal).
    • Explain deadlines and general College/Major policies (adding and dropping classes, incompletes, grading policies).
  • Communicate University and College rules and regulations (unit limitations, AP credit, concurrent enrollment, minimum/maximum units, repeating courses, and time to graduation.).
  • Review and process petitions and forms that may require additional collaboration and communication with campus partners, such as Undergraduate Advising Staff and Office of the Registrar.
  • Intake Advisor will refer students to Haas Advisors for more complex issues such as multiple degrees, or withdrawal from the University.
Applies professional concepts to independently provide prescriptive advice and assistance to students on academic and degree progress and major requirements for the department / school / college. - 10%
Identifies student needs for programs and services. - 10%
Pull and analyze data to support strategic initiatives with campus systems such as CalCentral, Campus Solutions, BOA or Course Scheduling. - 10%
Coordinates daily operational management with room reservations, supply orders, listserv maintenance, the sign in sheet and tasks related to overall office support. - 15%
Communicates and exchanges information with other units of the organization and makes referrals to help students with their academic program (e.g., health service, disabled students program, Colleges / Schools, transfer center, academic departments, graduate division, etc.). - 10%
Professional Learning and Growth. Actively contributes to a team environment that fosters and promotes a culture of diversity, equity, inclusion, justice, and belonging (DEIJB) within the unit and at Haas. Exemplifies Haas' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude; (3) Students always; and (4) Beyond yourself. Completes required training on time. - 5%
Other duties as assigned - 5%
Required Qualifications
  • Basic knowledge of advising and counseling techniques.
  • Skills in judgment and decision-making, problem solving.
  • Ability to multi-task.
  • Abilities in problem identification, reasoning, ability to develop original ideas to solve problems.
  • Strong written and verbal communication skills, including active listening.
  • Professional Learning and Growth. Actively contributes to a team environment that fosters and promotes a culture of diversity, equity, inclusion, justice, and belonging (DEIJB) within the unit and at Haas.
  • Exemplifies Haas' four Defining Leadership Principles: (1) Question the status quo; (2) Confidence without attitude; (3) Students always; and (4) Beyond yourself.
  • Completes required training on time.
  • Excellent interpersonal skills, demonstrating a desire to establish and maintain positive & professional working relationships with colleagues, students and team members.
Education/Training:
  • Bachelor's degree in related area and/or equivalent experience/training.
Preferred Qualifications
  • Knowledge of and/or ability to learn departmental / school / college courses and majors.
  • Knowledge of and/or ability to learn department / school / college policies, procedures, and requirements.
Salary & Benefits
This is a 100% full-time (40 hrs a week) non-exempt career position, which is paid biweekly at an hourly rate and is eligible for UC Benefits.
For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website.
Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. This range takes into account the wide range of factors that are considered in making compensation decisions, including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, analysis of internal equity, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
The budgeted salary or hourly range that the University reasonably expects to pay for this position is $28.27 - $34.48.
How to Apply
• To apply, please submit your resume and cover letter.
Driving Required
  • Required to hold valid driver's license, have a driving record that is in accordance with local policies/procedures, and/or enroll in the California Employer Pull Notice Program.
Other Information
  • This is not a visa opportunity.
  • This position is covered by the collective bargaining agreement between UAW (United Auto Workers) and the University of California Regents for SV.
Conviction History Background
This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.
Mandated Reporter
This position has been identified as a Mandated Reporter required to report the observed or suspected abuse or neglect of children, dependent adults, or elders to designated law enforcement or social service agencies. We reserve the right to make employment contingent upon completion of signed statements acknowledging the responsibilities of a Mandated Reporter.
Misconduct
As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Misconduct means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:
UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace
Equal Employment Opportunity
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

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